Pinch Me

I have been investing a long time.  I have not had a portfolio go parabolic like it is recently since 1999.  That thought alone should be a little frightening.  I am up over 30% now on the year.  My MFI investment is up almost 37%, and recall that was only 50% invested at start of year with 25% added in February and another 25% in May.  I am beating the R3K by over 9 points now.  And my MFI tranches are beating the R3K by a staggering 18.9%!  Pinch me.

Date	Differential
12/1/2012	-2.20%
1/1/2013	-1.78%
2/1/2013	-2.26%
3/1/2013	-2.23%
4/1/2013	-0.43%
5/1/2013	2.00%
6/1/2013	4.75%
7/1/2013	4.29%
8/1/2013	6.91%
9/1/2013	10.46%
Current	18.94%

This table shows the differential month by month between MFI and R3K. Look at the acceleration in past quarter!  Back in 1999, I thought this kind of stuff could go on forever.  Now I am older but wiser.  I know there will be some sort of reversion to the mean at some point.  But it is sure fun right now.

11/15/12 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
AAPL	$537.62	$484.54	$8.75	-8.2%	29.1%
ABC	$40.21	$60.96	$0.63	53.2%	29.1%
LPS	$23.89	$33.19	$0.40	40.6%	29.1%
VIAB	$49.12	$83.05	$1.15	71.4%	29.1%
WU	$12.77	$18.74	$0.50	50.7%	29.1%
Totals				41.5%	29.1%
2/1/13 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
AAPL	$450.60	$484.54	$8.75	9.5%	14.3%
GA	$6.10	$9.16	$0.42	57.1%	14.3%
STRZA	$16.06	$27.35	$0.00	70.3%	14.3%
CA	$25.07	$30.36	$0.75	24.1%	14.3%
NUS	$41.94	$97.36	$0.90	134.3%	14.3%
Totals				59.0%	14.3%
5/6/2013	Start	Current	Dividend	Pct Gain	R3K Gain
KLIC	$11.40	$11.57	$0.00	1.5%	6.7%
CYOU	$29.24	$33.05	$0.00	13.0%	6.7%
RDA	$9.74	$14.10	$0.10	45.9%	6.7%
NVDA	$13.85	$15.79	$0.15	15.1%	6.7%
CF	$183.97	$215.19	$0.80	17.4%	6.7%
Totals				18.6%	6.7%
8/15/2013	Start	Current	Dividend	Pct Gain	R3K Gain
CF	$187.26	$215.19	$0.00	14.9%	2.6%
FLR	$66.06	$71.99	$0.16	9.2%	2.6%
AGX	$15.60	$21.86	$0.00	40.1%	2.6%
KLIC	$11.29	$11.57	$0.00	2.5%	2.6%
RPXC	$15.92	$17.82	$0.00	11.9%	2.6%
Totals				15.7%	2.6%
Category/Tranche	August	November	February	May	Total
Initial Investment	25,000	25,000	25,000	25,000	100,000
Current Tranche	15.7%	41.5%	59.0%	18.6%	33.1%
Previous Tranche	14.1%	0.0%	0.0%	0.0%	3.5%
MFI Overall Gain	32.0%	41.5%	59.0%	18.6%	37.8%
Current Balance	33,001	35,384	39,762	29,642	137,789
R3K Current Tranche	2.6%	29.1%	14.3%	6.7%	13.2%
R3K Overall Gain	25.4%	29.1%	14.3%	6.7%	18.9%
R3K Balance	31,346	32,269	28,573	26,663	118,851
Annualized IRR					64.5%