Where Are They Today?

Where Are Past MFI Stocks Today?

I thought it might be fun to look at a couple of past MFI portfolios and see how they did past their sell-by date.  I will look at the portfolios of 12/29/11 and 12/31/12.  First let us look at 12/31/12.
The table below lists the 50 stocks and how they did in their one year in the big dance:

Stock	Initial Price	End Price	Percent Change
AGX	17.37	27.56	59%
APOL	20.92	27.32	31%
BAH	12.88	19.15	49%
CA	21.22	33.65	59%
CF	201.02	233.04	16%
CPLA	28.08	66.44	137%
CSCO	19.22	22.43	17%
DELL	9.97	13.86	39%
DLB	29.33	38.56	31%
DLX	31.47	52.19	66%
DMRC	20.30	19.26	-5%
EGY	8.65	6.89	-20%
ESI	17.31	33.58	94%
GME	24.34	49.26	102%
GNI	58.55	68.10	16%
GTAT	3.03	8.72	188%
HFC	43.60	49.69	14%
HLF	32.17	78.70	145%
IDCC	40.78	29.49	-28%
INTX	8.72	7.79	-11%
JCOM	29.91	50.01	67%
KLIC	11.99	13.30	11%
LPS	24.30	37.38	54%
MANT	25.14	29.93	19%
MSFT	25.93	37.41	44%
NATR	13.02	17.32	33%
NSU	4.08	3.32	-19%
NTI	22.27	24.60	10%
NUS	36.38	138.22	280%
PBI	10.03	23.30	132%
PDLI	6.54	8.44	29%
PETS	10.61	16.63	57%
POOSF	1.42	-	-100%
POZN	5.01	9.79	95%
QCOR	26.23	54.45	108%
RPXC	9.04	16.90	87%
RTN	56.15	90.70	62%
SAI	10.28	16.35	59%
SAVE	17.73	45.41	156%
STRA	56.17	34.47	-39%
STX	29.59	56.16	90%
SVLC	2.52	1.68	-33%
TNAV	7.99	6.59	-18%
TZOO	18.99	21.32	12%
UIS	17.30	33.57	94%
USMO	11.26	14.28	27%
USNA	32.93	75.58	130%
VCI	24.69	34.25	39%
VG	2.37	3.33	41%
WCRX	11.89	22.93	93%

This was one of the all-time greats, up overall about 52%.  Here are the stocks post anniversary date:

Stock	Initial Price	End Price	Percent Change
GTAT	8.72	16.90	94%
DMRC	19.26	29.11	51%
USMO	14.28	18.99	33%
STRA	34.47	44.75	30%
SAVE	45.41	58.90	30%
QCOR	54.45	67.87	25%
VG	3.33	4.13	24%
EGY	6.89	8.06	17%
APOL	27.32	31.86	17%
SVLC	1.68	1.95	16%
PBI	23.30	26.98	16%
BAH	19.15	21.98	15%
DLB	38.56	43.82	14%
IDCC	29.49	33.11	12%
CF	233.04	255.62	10%
RTN	90.70	97.61	8%
MSFT	37.41	39.87	7%
TZOO	21.32	22.55	6%
AGX	27.56	29.02	5%
NTI	24.60	25.82	5%
NSU	3.32	3.38	2%
CSCO	22.43	22.71	1%
DLX	52.19	52.12	0%
STX	56.16	56.06	0%
LPS	37.38	37.30	0%
JCOM	50.01	49.35	-1%
USNA	75.58	74.31	-2%
HFC	49.69	47.93	-4%
RPXC	16.90	16.14	-4%
PDLI	8.44	8.06	-5%
TNAV	6.59	6.20	-6%
MANT	29.93	28.01	-6%
CA	33.65	31.08	-8%
KLIC	13.30	12.24	-8%
UIS	33.57	30.43	-9%
CPLA	66.44	59.21	-11%
GME	49.26	42.84	-13%
ESI	33.58	28.24	-16%
POZN	9.79	7.69	-21%
NATR	17.32	13.57	-22%
PETS	16.63	12.93	-22%
HLF	78.70	57.15	-27%
INTX	7.79	5.49	-30%
NUS	138.22	84.46	-39%
GNI	68.10	18.18	-73%

On average up 2.4%. The 12/31/13 tracking portfolio is up 2.6%, so pretty much the same. The R3K is up 1.4%.

12/29/11

Here is how the 12/29/11 portfolio fared:

Stock	Initial Price	End Price	Percent Change
AFAM	15.04	20.26	35%
AMAT	10.45	11.44	9%
amed	10.66	11.31	6%
APOL	54.08	20.92	-61%
ASTX	1.76	2.91	65%
CECO	7.82	3.51	-55%
CJES	20.89	21.44	3%
CPIX	5.66	4.20	-26%
CPLA	35.70	28.23	-21%
CRAY	6.61	15.95	141%
DELL	14.53	10.14	-30%
DLB	27.33	29.33	7%
DLX	21.98	32.24	47%
EGY	6.08	8.65	42%
ESI	57.56	17.31	-70%
EXPE	29.06	61.44	111%
FRX	30.28	35.32	17%
GME	23.46	25.09	7%
GNI	95.12	67.20	-29%
GTAT	7.11	3.03	-57%
GTIV	6.73	10.05	49%
KLAC	47.31	47.76	1%
KLIC	9.34	11.99	28%
LPS	14.60	24.62	69%
LRCX	37.05	36.13	-2%
MANT	30.60	25.94	-15%
MDF	7.66	11.26	47%
MEDW	12.63	22.00	74%
MNTA	17.47	11.79	-33%
MSFT	25.30	26.71	6%
NOC	56.91	67.58	19%
NSU	5.25	4.28	-18%
NVMI	7.31	7.98	9%
PDLI	5.65	7.04	25%
PETS	9.73	11.10	14%
PWER	3.83	4.11	7%
RTN	46.93	57.56	23%
SAI	11.93	11.32	-5%
SAVE	15.38	17.73	15%
SNDK	49.43	43.50	-12%
TER	13.49	16.89	25%
TNAV	7.84	7.99	2%
TSRA	16.64	16.45	-1%
UIS	19.65	17.30	-12%
USMO	13.30	11.68	-12%
USNA	30.55	32.93	8%
VECO	20.98	29.49	41%
VG	2.50	2.37	-5%
VPHM	27.93	22.76	-19%
XLS	8.82	11.27	28%

It was not the greatest portfolio, up 10% during it's one year life.  Thene here is how they have done in 2013 and 2014 (so far):

Stock	Initial Price	End Price	Percent Change
GTAT	3.03	16.90	458%
PWER	4.11	20.11	390%
SAVE	17.73	58.90	232%
ASTX	2.91	8.50	192%
FRX	35.32	90.56	156%
MDF	11.26	27.79	147%
USNA	32.93	74.31	126%
VPHM	22.76	49.96	120%
CRAY	15.95	34.08	114%
CPLA	28.23	59.21	110%
CECO	3.51	7.24	106%
SNDK	43.50	80.95	86%
NOC	67.58	120.69	79%
AMAT	11.44	20.25	77%
UIS	17.30	30.43	76%
VG	2.37	4.13	74%
GME	25.09	42.84	71%
RTN	57.56	97.61	70%
XLS	11.27	18.78	67%
ESI	17.31	28.24	63%
USMO	11.68	18.99	63%
DLX	32.24	52.12	62%
LRCX	36.13	56.00	55%
APOL	20.92	31.86	52%
LPS	24.62	37.30	52%
DLB	29.33	43.82	49%
MSFT	26.71	39.87	49%
KLAC	47.76	69.40	45%
TSRA	16.45	23.09	40%
VECO	29.49	40.92	39%
NVMI	7.98	10.91	37%
DELL	10.14	13.86	37%
amed	11.31	14.75	30%
CJES	21.44	27.75	29%
SAI	11.32	14.24	26%
TER	16.89	19.77	17%
PETS	11.10	12.93	16%
PDLI	7.04	8.06	14%
EXPE	61.44	70.05	14%
AFAM	20.26	22.83	13%
MANT	25.94	28.01	8%
CPIX	4.20	4.49	7%
KLIC	11.99	12.24	2%
MNTA	11.79	11.25	-5%
EGY	8.65	8.06	-7%
MEDW	22.00	19.96	-9%
GTIV	10.05	8.80	-12%
NSU	4.28	3.38	-21%
TNAV	7.99	6.20	-22%
GNI	67.20	18.18	-73%

Up on average 68% with some great individual efforts.  Now keep in mind if you had rolled over to the "new" MFI portfolio in December 2012, you'd have made 52% in 2013, plus the 2.4% we just noted.  So even though that was one of the great all-time portfolios, you'd have done better to stand pat (admittedly, rebalancing).

As our friend Artie Johnson would say, "very interesting".  One final aside, if you did not re-balance, so just held the 50 stocks for 2+ years, you would have been up 81%. So re-balancing did help by about three points as you were up 1.10 x 1.68 = 1.84 or 84%.