MFI Index Stocks This Quarter

I thought my readers would be interested in how my 50 stocks in my MFI Index have done this quarter and for the year.  On the quarter, they are up a respectable 4.4%. Of course the R3K is up 5.6%, so as I have mentioned several times we are starting to lag a bit.  On the year though, up a very snappy 44%.

POZN has been the star performer of the quarter, up 57%!  I knew I should have bought them.  SAVE has also been very strong, up over 25%. Of course, one of my faves, NUS is up 34%.  Sweet.  That shows how difficult it is to pick when to sell a stock.

STRA, IDCC and USNA have been some of the bigger losers.

Index	Stock	Start	Last Quarter	Current	YTD Change	Quarterly Change	Shares
1	APOL	20.92	20.81	24.96	19.3%	19.9%	11.14
2	AGX	18.00	21.97	26.75	48.6%	21.8%	12.95
3	BAH	13.92	19.61	18.86	35.5%	-3.8%	16.75
4	CA	21.98	30.42	33.40	52.0%	9.8%	10.61
5	CPLA	28.23	56.56	65.02	130.3%	15.0%	8.26
6	CF	203.16	211.43	227.27	11.9%	7.5%	1.15
7	CSCO	19.65	23.77	21.02	7.0%	-11.6%	11.86
8	DELL	10.14	13.91	14.02	38.3%	0.8%	22.99
9	DLX	32.24	42.41	49.65	54.0%	17.1%	7.23
10	DMRC	20.70	20.53	18.60	-10.1%	-9.4%	11.26
11	DLB	29.33	34.51	37.44	27.7%	8.5%	7.95
12	GME	25.09	50.48	46.71	86.2%	-7.5%	9.29
13	GNI	67.20	74.25	82.28	22.4%	10.8%	3.47
14	GTAT	3.03	8.51	8.05	165.7%	-5.4%	76.93
15	HLF	32.94	70.67	69.80	111.9%	-1.2%	7.08
16	HFC	46.55	43.71	48.26	3.7%	10.4%	5.01
17	IDCC	41.09	37.64	32.34	-21.3%	-14.1%	5.67
18	INTX	9.48	9.37	8.94	-5.7%	-4.6%	24.59
19	ESI	17.31	31.00	33.24	92.0%	7.2%	13.47
20	JCOM	30.60	50.23	46.35	51.5%	-7.7%	7.62
21	KLIC	11.99	11.55	12.42	3.6%	7.5%	19.44
22	LPS	24.62	33.57	35.94	46.0%	7.1%	9.47
23	MANT	25.94	29.39	29.12	12.3%	-0.9%	8.99
24	MSFT	26.71	33.97	38.19	43.0%	12.4%	8.73
25	NATR	14.48	20.81	18.85	30.2%	-9.4%	16.10
26	NSU	4.28	3.24	3.12	-27.1%	-3.7%	54.47
27	NTI	25.44	22.90	28.17	10.7%	23.0%	9.16
28	NUS	37.05	96.64	130.01	250.9%	34.5%	6.29
29	PDLI	7.04	8.27	8.85	25.7%	7.0%	33.11
30	PETS	11.10	16.75	16.01	44.2%	-4.4%	21.00
31	PBI	10.64	18.94	22.91	115.3%	20.9%	21.91
32	POOSF	1.42	-	-	-100.0%	0.0%	164.63
33	POZN	5.01	5.73	9.02	80.0%	57.4%	46.53
34	QCOR	26.72	58.75	54.48	103.9%	-7.3%	8.72
35	RTN	57.56	78.17	87.36	51.8%	11.8%	4.05
36	RPXC	9.04	17.54	16.29	80.2%	-7.1%	25.79
37	SAI	11.32	17.27	16.48	45.6%	-4.6%	20.59
38	STX	30.42	44.52	50.60	66.3%	13.7%	7.66
39	SVLC	2.52	1.77	1.59	-36.9%	-10.2%	92.51
40	SAVE	17.73	34.27	43.36	144.6%	26.5%	13.15
41	STRA	56.17	41.52	33.94	-39.6%	-18.3%	4.15
42	TNAV	7.99	5.84	6.19	-22.5%	6.0%	29.18
43	TZOO	18.99	26.52	20.93	10.2%	-21.1%	12.28
44	UIS	17.30	25.19	29.48	70.4%	17.0%	13.47
45	USMO	11.68	14.54	13.68	17.1%	-5.9%	19.96
46	USNA	32.93	86.79	74.06	124.9%	-14.7%	7.08
47	EGY	8.65	5.58	6.50	-24.9%	16.5%	26.95
48	VCI	25.78	29.50	29.45	14.2%	-0.2%	9.04
49	VG	2.37	3.14	3.22	35.9%	2.5%	98.36
50	WCRX	12.04	23.18	23.18	92.5%	0.0%	19.36
	Total	11,656	16,055	16,759	44.1%	4.4%

On interesting aspect about MFI is that often it does not matter whether you have a new portfolio or one approaching completion.  As a portfolio, the MFI stocks often perform about the same in magnitude.  A great example is if you look at the 50 stocks in the September 27th MFI tracking portfolio.  They are up 5.7%.  So yes, a little bit better than the 50 stocks picked January 1st, but not a huge difference.