as my readers know, I sold my Oct 2014 MFI "Formula" tranche last week and added five "new" names. So far (admittedly less than a week), the new tranche has been a yawn - up 2.6% versus up 3.6% for the market. The tranche I sold, which was up a scant 0.5% for a year, is up 4.4% since I sold it.
Oh well n
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I close the winers out on the 10th to insure long term gains. Today tranche #1 is +3.5 vs -2.2 for the index. Five more days for me. The stinkers were sold on the 22nd and were CA,
BKE amd COH. Still holding KING and RGR.
john - solid start
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