Saturday, December 14, 2013

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.

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