I have a little more time today. After a disastrous stretch (I had 9 days where I lost 7%), the ship seems to have righted itself a bit. I am up 1.6% these past three days. So for the year, I am now up 10.4% versus 7.5% for the benchmark.
I did make a new speculative buy today, TUBE. This is a recent IPO (my price was a very good $9.40). I know my record has been subpar in the IPO space, but that was really due to one gigantic flop, LMNS.
My MFI portfolio has been struggling in July. You can see it in this table:
| Date | Differential | Value |
| -2.20% | 99,765 | |
| -1.78% | 102,798 | |
| -2.26% | 102,594 | |
| -2.23% | 102,881 | |
| -0.43% | 106,804 | |
| 2.00% | 110,423 | |
| 4.75% | 115,831 | |
| 4.29% | 114,888 | |
| 6.91% | 124,799 | |
| 10.46% | 124,536 | |
| 10/1/2013 | 19.67% | 138,655 |
| 11/1/2013 | 19.75% | 143,514 |
| 12/1/2013 | 23.70% | 150,105 |
| 1/1/2014 | 26.63% | 157,138 |
| 2/1/2014 | 24.70% | 150,619 |
| 3/1/2014 | 25.66% | 158,116 |
| 4/1/2014 | 30.38% | 162,991 |
| 5/1/2014 | 29.65% | 162,428 |
| 6/1/2014 | 32.14% | 167,001 |
| 7/1/2014 | 40.63% | 177,971 |
| Current | 37.34% | 175,497 |
It has lost ground in the month on both an absolute and relative basis. One of my November MFI stocks, GA, was retired yesterday. The company has been taken private and I got a final lump sum at $11.90 a share.
| 11/15/13 Stocks | Start | Current | Dividend | Pct Gain | R3K Gain |
| AVG | $17.22 | $20.14 | $0.00 | 17.0% | 11.0% |
| $17.71 | $22.94 | $0.20 | 30.7% | 11.0% | |
| GA | $9.04 | $11.90 | $0.23 | 34.2% | 11.0% |
| RPXC | $17.04 | $16.45 | $0.00 | -3.5% | 11.0% |
| $48.01 | $83.84 | $0.00 | 74.6% | 11.0% | |
| Totals | 30.6% | 11.0% |
It was a solid pick.
Well, it is 9:30 here. I think I am going to call it time to stop the blog. Good night.
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