My August tranche only has two weeks to go. WIt is nip & tuck:
| Start | Current | Dividend | Pct Gain | R3K Gain | |
| $24.40 | $28.38 | $0.80 | 19.6% | 9.8% | |
| AGX | $36.71 | $39.30 | $0.70 | 9.0% | 9.8% |
| ITRN | $21.32 | $25.25 | $0.87 | 22.5% | 9.8% |
| $9.34 | $10.42 | $0.15 | 13.2% | 9.8% | |
| $58.25 | $53.19 | $0.21 | -8.3% | 9.8% | |
| Totals | 11.2% | 9.8% |
Hopefully, it'll finished strongly. I am off on a two week vacation today, so when I return - I'll be buying a new tranche (8/17 as 8/15 is a Saturday). I have actually toyed with the idea of staying with same five stocks, just a re-balance. ITRN and CBI are not on the official list. But by my calcs, CBI is certainly in top 100. ITRN is a bit further down (I had them #160 last time), so I would likely need a replacement.
Anyway, perhaps I'll have time to think about it on vacation. Or perhaps I'll be too busy ordering Mai-Tais on the beach.
As a quick aside, I actually met one of the readers of my blog this week in NY. He has been doing a lot of work and analysis as well. If anyone ever wants to use this blog as a forum to post ideas or even a guest post, just let me know.
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