Running Away

That Was Easy

Over the weekend I listed the 10 stocks I was starting to think about for my next MFI tranche. They are off to the races.  Up 3.5% in just three days. ENTA is the big winner, up a snappy 17%. But I cannot complain, I am up about 1.4% on the week also.  NHTC is now up 60%. My MFI select is at it's all time high.

5/6/2014	Start	Current	Dividend	Pct Gain	R3K Gain
AVG	$19.57	$21.70	$0.00	10.9%	13.1%
CA	$29.54	$32.30	$1.00	12.7%	13.1%
CSCO	$22.79	$27.55	$0.57	23.4%	13.1%
NSR	$25.82	$26.82	$0.00	3.9%	13.1%
RCII	$28.78	$26.95	$0.94	-3.1%	13.1%
Totals				9.6%	13.1%
8/15/2014	Start	Current	Dividend	Pct Gain	R3K Gain
CSCO	$24.40	$27.55	$0.59	15.3%	8.3%
AGX	$36.71	$37.09	$0.70	2.9%	8.3%
ITRN	$21.32	$23.03	$0.71	11.4%	8.3%
BRCD	$9.34	$11.97	$0.11	29.4%	8.3%
CBI	$58.25	$49.41	$0.14	-14.9%	8.3%
Totals				8.8%	8.3%
11/15/2014	Start	Current	Dividend	Pct Gain	R3K Gain
FLR	$64.80	$58.91	$0.42	-8.4%	3.9%
IPCM	$38.45	$47.93	$0.00	24.7%	3.9%
VIAB	$72.29	$68.23	$0.66	-4.7%	3.9%
NHTC	$12.19	$19.97	$0.03	64.1%	3.9%
AWRE	$4.40	$4.50	$0.00	2.3%	3.9%
Totals				15.6%	3.9%
2/1/2015	Start	Current	Dividend	Pct Gain	R3K Gain
VEC	$28.00	$27.34	$0.00	-2.4%	5.4%
QCOM	$62.73	$67.26	$0.42	7.9%	5.4%
VIAB	$63.91	$68.23	$0.33	7.3%	5.4%
UIS	$22.03	$23.83	$0.00	8.2%	5.4%
NHTC	$12.44	$19.97	$0.02	60.7%	5.4%
Totals				16.3%	5.4%
Category/Tranche	August	November	February	May	Total
Initial Investment	25,000	25,000	25,000	25,000	100,000
Current Tranche	8.8%	15.6%	16.3%	9.6%	12.8%
Previous Tranche	41.4%	14.2%	8.5%	33.0%	21.7%
Tranche -2	14.1%	43.7%	78.3%	-	34.0%
MFI Overall Gain	75.5%	89.7%	124.9%	45.7%	84.0%
Current Balance	43,877	47,426	56,224	36,434	183,961
R3K Current Tranche	8.3%	3.9%	5.4%	13.1%	7.7%
R3K Overall Gain	58.0%	62.6%	44.1%	34.5%	49.8%
R3K Balance	39,507	40,648	36,031	33,625	149,812
Annualized IRR	23.7%	30.6%	45.0%	21.6%	28.0%