Blow Out Day For My MFI portfolio

My MFI portfolio has been absolutely smoking, en fuego, red-hot, sky-rocketing... you pick your adjective.  Today it was up 1.95%. It is up 24% on the year, and recall that 1/4 of it was invested Feb 1st and 1/4 May 6th.

Overall, it was up 16.1% going into July. Now it is up 26.8%.  That is more than 10 points in the past month! Did I say smoking?

Had some great earnings stories today:

NUS up another 4%.  I predicted at $70 that this stock would reach $100. That is not out of the question (Nu Skin Enterprises's Earnings Beat Last Year's by 30%).

STRZA was up 7.4% on very good earnings (Why Starz Shares Shot to the Stars).

Then KLIC went up 4.5% on what I felt were great earnings earlier this week.

GA was 7.6% on anticipation of next week earnings.

8/15/12 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
DLB	$34.43	$33.22	$4.00	8.1%	25.2%
KFY	$13.98	$19.62	$0.00	40.3%	25.2%
MSFT	$30.19	$31.67	$0.69	7.2%	25.2%
NSU	$3.62	$3.27	$0.12	-6.2%	25.2%
UIS	$19.96	$26.10	$0.00	30.7%	25.2%
Totals				16.1%	25.2%
11/15/12 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
AAPL	$537.62	$456.68	$5.70	-14.0%	29.2%
ABC	$40.21	$58.80	$0.42	47.3%	29.2%
LPS	$23.89	$32.93	$0.30	39.1%	29.2%
VIAB	$49.12	$74.36	$0.83	53.1%	29.2%
WU	$12.77	$18.15	$0.38	45.1%	29.2%
Totals				34.1%	29.2%
2/1/13 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
AAPL	$450.60	$456.68	$5.70	2.6%	14.4%
GA	$6.10	$8.77	$0.42	50.7%	14.4%
STRZA	$16.06	$24.16	$0.00	50.4%	14.4%
CA	$25.07	$30.12	$0.50	22.1%	14.4%
NUS	$41.94	$87.26	$0.60	109.5%	14.4%
Totals				47.1%	14.4%
5/6/2013	Start	Current	Dividend	Pct Gain	R3K Gain
KLIC	$11.40	$12.20	$0.00	7.0%	6.7%
CYOU	$29.24	$33.17	$0.00	13.4%	6.7%
RDA	$9.74	$11.29	$0.00	16.0%	6.7%
NVDA	$13.85	$14.64	$0.08	6.2%	6.7%
CF	$183.97	$195.98	$0.40	6.7%	6.7%
Totals				9.9%	6.7%
Category/Tranche	August	November	February	May	Total
Initial Investment	25,000	25,000	25,000	25,000	100,000
Percent Gain	16.1%	34.1%	47.1%	9.9%	26.8%
Current Balance	29,015	33,529	36,768	27,471	126,783
R3K Gain	25.2%	29.2%	14.4%	6.7%	18.9%
R3K Balance	31,312	32,297	28,599	26,686	118,894
Annualized IRR					44.9%