Tuesday, September 10, 2013

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.

2 comments:

Unknown said...

Just wanted to thank you for the work you do on your blog. Not too many folks seem to write with questions or comments so I hope you know you aren't just writing into the void.
Thanks, Karl

Marsh_Gerda said...

Thanks Karl - I know people read the blog, but it is quiet out there at times.