Just Average

Just Average

I have been "proud" of my November tranche that is coming up on a year.  I am proud as it is the best tranche I have ever had (so far) in MFI, up 43%. I am proud as I have been disciplined in not selling any stocks.

But guess what?  Even though it seems great (and it is difficult to be unhappy with 43%); it is actually just average.  I took a look at the 100 stocks in my October and November 2012 monthly tracking portfolio,  Those 100 stocks are up on average (there is that word again) 42.6%.  Pretty stunning, no?  Here are my five stocks:

11/15/12 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
AAPL	$537.62	$501.11	$8.75	-5.2%	31.5%
ABC	$40.21	$63.75	$0.63	60.1%	31.5%
LPS	$23.89	$33.44	$0.40	41.6%	31.5%
VIAB	$49.12	$82.47	$1.15	70.2%	31.5%
WU	$12.77	$18.59	$0.50	49.5%	31.5%
Totals				43.3%	31.5%

Here are the 100 from tracking portfolios (a couple familiar names in there, NUS and GTAT):

Date	Stock	Initial Price	End Price	Percent Change
October	QCOR	25.42	66.73	162.5%
November	QCOR	25.83	66.73	158.3%
October	NUS	41.11	103.08	150.7%
November	GTAT	3.36	8.31	147.3%
November	SAVE	16.85	41.29	145.0%
October	SAVE	17.03	41.29	142.5%
October	GME	22.23	51.66	132.4%
October	TW	52.72	117.25	122.4%
November	CPLA	27.42	56.91	107.5%
October	WCRX	11.36	22.93	101.8%
October	EXPR	11.15	22.42	101.1%
November	RPXC	8.80	17.67	100.8%
November	USNA	43.98	87.99	100.1%
October	USNA	44.25	87.99	98.8%
November	WCRX	11.55	22.93	98.5%
November	GME	26.16	51.66	97.5%
November	ESI	17.00	32.01	88.3%
October	JCOM	28.54	53.11	86.1%
November	JCOM	28.77	53.11	84.6%
November	EXPR	12.21	22.42	83.6%
November	STX	26.43	48.02	81.7%
October	RPXC	9.78	17.67	80.7%
October	STX	26.74	48.02	79.6%
October	CPLA	31.74	56.91	79.3%
October	HRB	17.17	28.86	68.1%
October	SAI	9.80	16.36	66.9%
November	HSII	11.48	18.92	64.8%
October	GTAT	5.12	8.31	62.3%
November	VG	2.24	3.59	60.3%
October	VG	2.24	3.59	60.3%
November	DLX	28.92	46.18	59.7%
October	PETS	10.26	16.30	58.9%
November	UIS	16.36	25.89	58.3%
October	BAH	12.25	19.24	57.1%
November	SAI	10.55	16.36	55.1%
October	DELL	9.01	13.85	53.7%
November	PETS	10.74	16.30	51.8%
October	MRVL	7.59	11.52	51.7%
November	TZOO	17.28	25.81	49.4%
October	ESI	21.49	32.01	49.0%
November	DELL	9.31	13.85	48.8%
October	TZOO	17.96	25.81	43.7%
October	RTN	53.88	76.26	41.5%
November	RTN	54.35	76.26	40.3%
November	BAH	13.90	19.24	38.4%
November	CA	21.50	29.76	38.4%
November	NATR	13.63	18.86	38.4%
November	LPS	24.18	33.44	38.3%
October	CACI	49.45	67.91	37.3%
October	CSCO	16.78	23.00	37.0%
October	CA	21.86	29.76	36.1%
November	USMO	10.62	14.31	34.7%
October	USMO	10.73	14.31	33.4%
October	MANT	21.61	28.65	32.6%
October	KLIC	9.89	13.05	32.0%
October	DLB	27.26	35.28	29.4%
October	AGX	16.69	21.36	28.0%
November	MSFT	27.09	34.64	27.9%
October	MSFT	27.36	34.64	26.6%
November	CSCO	18.29	23.00	25.7%
November	VCI	24.67	30.66	24.3%
October	LPS	26.94	33.44	24.1%
October	NATR	15.33	18.86	23.0%
November	AGX	17.39	21.36	22.8%
November	KLIC	10.68	13.05	22.2%
October	VCI	25.10	30.66	22.2%
October	MNTA	13.14	16.03	22.0%
November	MANT	24.27	28.65	18.0%
October	HFC	36.87	43.18	17.1%
November	GNI	60.03	70.15	16.9%
November	BDSI	4.77	5.46	14.5%
November	PDLI	7.03	8.03	14.2%
November	AFAM	17.42	19.63	12.7%
November	DMRC	17.74	19.94	12.4%
November	NTI	19.41	21.78	12.2%
October	GNI	63.10	70.15	11.2%
October	INTX	8.20	8.88	8.3%
November	APOL	18.86	20.35	7.9%
November	INTX	8.24	8.88	7.8%
October	PDLI	7.46	8.03	7.6%
November	POZN	5.43	5.82	7.2%
October	DMRC	19.14	19.94	4.2%
October	AFAM	18.90	19.63	3.9%
October	APOL	19.72	20.35	3.2%
October	CF	203.18	208.94	2.8%
November	HFC	43.12	43.18	0.1%
November	CF	208.86	208.94	0.0%
November	MSB	21.43	20.54	-4.2%
November	IDCC	39.60	37.27	-5.9%
October	POZN	6.31	5.82	-7.8%
October	TNAV	7.15	6.45	-9.8%
November	TNAV	7.51	6.45	-14.1%
November	STRA	49.44	40.80	-17.5%
November	NSU	4.27	3.23	-24.4%
October	EGY	7.95	5.79	-27.2%
October	STRA	56.57	40.80	-27.9%
November	EGY	8.09	5.79	-28.4%
October	NSU	4.55	3.23	-29.0%
October	BODY	9.98	5.12	-48.7%
November	POOSF	5.19	-	-100.0%