MFI Tracking Portfolio - 9/26/14 Off To Sweet Start

On 9/30 I started my first "MFI Formula" tranche.  It has pretty much run with the market:

10/1/2014 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
BAH	$23.52	$27.08	$0.11	15.6%	5.7%
BKE	$45.55	$52.18	$0.22	15.0%	5.7%
CA	$27.87	$31.31	$0.25	13.2%	5.7%
GME	$41.70	$33.39	$0.33	-19.1%	5.7%
NUS	$44.56	$45.27	$0.35	2.4%	5.7%
Totals				5.4%	5.7%

What is interesting is how the 50 stocks in my 9/26/14 tracking portfolio are doing.  They are stomping the index, up 12.3!  I thought that perhaps this was a mistake or just a single stock or two. And while ESI is off the charts, there are a number of stocks doing VERY well. Sadly I did not buy any of them (well, I did buy BAH and CA). The education stocks (ESI, APOL, APEI and STRA) have really done well.  See my write-up from the past (Anatomy of A MFI Stock).

Stock	Initial Price	End Price	Percent Change	52 week low	Mkt Cap
ESI	4.34	10.18	134.6%	3.66	101
ONE	2.49	4.22	69.5%	2.15	118
ETM	8.37	12.57	50.2%	7.86	327
IQNT	12.37	18.30	47.9%	9.80	413
USNA	71.98	103.51	43.8%	55.01	965
AVID	10.34	14.36	38.9%	13.21	405
APOL	25.39	34.07	34.2%	23.30	2,865
APEI	27.60	36.33	31.6%	26.24	476
UIS	22.68	29.77	31.3%	18.72	1,148
SPOK	13.57	17.40	28.2%	12.93	296
KING	12.80	16.27	27.1%	10.68	4,092
STRA	59.23	73.86	24.7%	33.51	646
TTWO	23.42	28.60	22.1%	16.40	2,377
EBIX	14.10	16.93	20.1%	12.12	544
BAH	23.27	27.08	16.4%	17.20	3,601
NOC	131.28	151.76	15.6%	109.17	27,590
AFOP	12.59	14.55	15.6%	10.75	237
PENN	11.83	13.65	15.3%	10.07	930
EXLS	24.93	28.69	15.1%	24.20	816
BKE	45.67	52.18	14.3%	41.45	2,220
CSCO	24.81	28.30	14.1%	21.27	126,375
GIB	33.89	38.39	13.3%	29.40	10,560
CA	27.66	31.31	13.2%	25.25	12,278
LFVN	1.19	1.34	12.2%	1.10	122
DLX	56.08	62.88	12.1%	44.64	2,804
NSR	24.74	27.59	11.5%	23.82	1,484
BRCD	10.77	11.87	10.2%	7.95	4,673
HRB	31.09	33.72	8.5%	26.92	8,602
ITRN	20.98	22.10	5.4%	19.53	445
IILG	19.88	20.89	5.1%	18.83	1,141
AGX	33.12	34.80	5.1%	26.09	489
ANIK	36.48	38.26	4.9%	28.79	540
PETS	13.62	14.23	4.5%	12.07	279
COH	35.98	36.97	2.8%	32.72	9,845
NUS	44.14	45.27	2.6%	38.12	2,641
DEPO	15.21	15.54	2.2%	9.85	889
PDLI	7.45	7.61	2.1%	7.22	1,317
VIAB	76.82	76.89	0.1%	65.86	32,743
WTW	27.64	27.19	-1.6%	19.09	1,566
MYGN	37.89	36.50	-3.7%	20.02	3,094
SPRT	2.22	2.13	-4.1%	1.79	119
RPXC	14.55	13.64	-6.3%	12.71	815
BCOR	15.54	13.90	-10.6%	12.97	638
FLR	67.44	60.30	-10.6%	55.60	10,662
TZOO	15.88	12.97	-18.3%	12.07	234
PFMT	8.46	6.85	-19.0%	5.95	411
GME	41.72	33.39	-20.0%	31.81	4,742
RGR	48.14	35.48	-26.3%	33.60	938
LQDT	14.11	8.19	-42.0%	7.41	418
PTIE	3.88	2.01	-48.2%	1.61	178