On The Left My Heart In San Francisco Road Again

Thought I'd go for a title "mash-up" this evening.  As you may have guessed, I am off to San Francisco tomorrow.  It is always a little weird to travel on September 11th, but I am a believer in moving forward, not looking back.

San Francisco is one of my favorite cities in the world.  I actually got to live there for two years; it is spectacular.  I have not been there for four or five years, so I am looking forward to the trip, though I have to get up VERY early tomorrow.

My portfolios continue to fire on pretty much all cylinders.

11/15/12 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
AAPL	$537.62	$494.64	$8.75	-6.4%	28.2%
ABC	$40.21	$59.37	$0.63	49.2%	28.2%
LPS	$23.89	$32.42	$0.40	37.4%	28.2%
VIAB	$49.12	$80.75	$0.85	66.1%	28.2%
WU	$12.77	$18.56	$0.38	48.3%	28.2%
Totals				38.9%	28.2%
2/1/13 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
AAPL	$450.60	$494.64	$8.75	11.7%	13.5%
GA	$6.10	$8.46	$0.42	45.6%	13.5%
STRZA	$16.06	$25.99	$0.00	61.8%	13.5%
CA	$25.07	$30.58	$0.75	25.0%	13.5%
NUS	$41.94	$94.54	$0.90	127.6%	13.5%
Totals				54.3%	13.5%
5/6/2013	Start	Current	Dividend	Pct Gain	R3K Gain
KLIC	$11.40	$11.52	$0.00	1.1%	5.9%
CYOU	$29.24	$31.17	$0.00	6.6%	5.9%
RDA	$9.74	$13.44	$0.10	39.1%	5.9%
NVDA	$13.85	$15.45	$0.15	12.6%	5.9%
CF	$183.97	$197.69	$0.80	7.9%	5.9%
Totals				13.5%	5.9%
8/15/2013	Start	Current	Dividend	Pct Gain	R3K Gain
CF	$187.26	$197.69	$0.00	5.6%	1.9%
FLR	$66.06	$66.72	$0.16	1.2%	1.9%
AGX	$15.60	$19.27	$0.00	23.5%	1.9%
KLIC	$11.29	$11.52	$0.00	2.0%	1.9%
RPXC	$15.92	$17.17	$0.00	7.9%	1.9%
Totals				8.0%	1.9%

You will note that even my most recent MFI tranche (less than a month old) is already up 8% and toasting the Russell 3000.  I did a look-back at the 5 stocks from the 8/15/12 portfolio and they are up over 5% (KFY is screaming up), so it is just the time to own mid cap value stocks.

I just noticed that one of my dividend stocks (TCRD) declared a special 8 cent dividend.  So that will be sweet at 42 cents (over $1,700 with my multiplier in cashola).  I do not know if my followers go the dividend route, but there is something extremely satisfying about actually seeing a large dividend check deposited in your checking account.  It is like "whoa", I got this money without working.  VIAB and WU also go x dividend the next couple of days along with TCRD (CSQ went x dividend yesterday, that is $400 of "whoa" every month).

Anyway, I should probably hit the hay for that early start tomorrow.  Happy investing.