Wednesday, November 04, 2015

Best Tranche Ever?

Best Tranche Ever?

In Bermuda this morning, sitting watching a good tank rain.  I think it is time to pay homage to my November 15th, 2014 tranche, which will likely go down as my best tranche ever (so far).  Here was the past record holder:

2/1/13 Stocks Start Current Dividend Pct Gain R3K Gain
AAPL $450.60 $500.66 $8.75 13.1% 21.1%
GA $6.10 $11.01 $0.65 91.2% 21.1%
STRZA $16.06 $27.98 $0.00 74.2% 21.1%
CA $25.07 $32.08 $1.00 32.0% 21.1%
NUS $41.94 $116.59 $1.20 180.8% 21.1%
Totals 78.3% 21.1%


Here is the current tranche:

11/15/2014 Start Current Dividend Pct Gain R3K Gain
FLR $64.80 $50.18 $0.84 -21.3% 4.8%
IPCM $38.45 $78.94 $0.00 105.3% 4.8%
VIAB $72.29 $51.29 $1.46 -27.0% 4.8%
NHTC $12.19 $52.15 $0.06 328.3% 4.8%
AWRE $4.40 $3.28 $0.00 -25.5% 4.8%
Totals 72.0% 4.8%

So on an absolute basis, 2/1/13 was better. But on a relative basis, 11/15/14 is the best. Obviously NHTC is the engine, although IPCM was a solid buy as well.  Interestingly, the November 2013 tranche - which faltered down the stretch a year ago (see table below), is up 35% if I had just held that group of five stocks.  Winners everywhere!

11/15/13 Stocks Start Current Dividend Pct Gain R3K Gain
AVG $17.22 $19.21 $0.00 11.6% 14.5%
ATVI $17.71 $20.10 $0.20 14.6% 14.5%
GA $9.04 $11.90 $0.23 34.2% 14.5%
RPXC $17.04 $13.91 $0.00 -18.4% 14.5%
SYNA $48.01 $61.90 $0.00 28.9% 14.5%
Totals 14.2% 14.5%
(Note, ATVI is up 78% since a year ago).

Upcoming Picks

I have to confess, I am not sure what I'll pick in 11 days. PPC may get a chance. LCI looks interesting. I still like the DEPO story. I may go back to the well with construction names likes CBI or FLR. I know, I am boring.

2 comments:

John Carney said...

Marsh,

What rule do you use for KING? Take the money NOW! Or wait for the cash. I don't think a higher number is in the cards. Also do you buy a fifth stock? Thanks!

Caught back up to you in the last two days and on 11/03/2015 I was $104,881 vs your $104,835 on Friday.

Marsh_Gerda said...

John - I wait for the cash.