Tuesday, December 24, 2013

Happy Holidays Everyone!

May not blog for the next few days as we hunker down for some family time. I wish all my readers a safe and happy holiday season.  It will get a bit hectic for me at the new year as I will need to tee up a new 50 stocks in my MFI index, which I reset generally the last trading day of the year.  Here is where the index stands in 2013:

Annual Inception to Date
Year Russell MFI Russell ITD MFI ITD
2006 11.40% 15.03% 11.40% 15.03%
2007 4.09% -6.69% 15.96% 7.34%
2008 -37.05% -37.97% -27.00% -33.42%
2009 32.51% 45.18% -3.27% -3.34%
2010 18.38% 22.77% 14.50% 18.67%
2011 -0.56% -10.47% 13.87% 6.25%
2012 16.38% 9.70% 32.52% 16.56%
2013 31.23% 51.66% 73.89% 76.77%

As you can see, MFI Index is up 51.66% on the year, over 20 points ahead of a solid R3K.

Not much more to say, off to Christmas eve dinner.




1 comment:

Unknown said...

And best wishes for a Merry Christmas and Happy New Year from Colorado!
Cheers, Karl