I have noted often that one big reason for my outperformance in 2015 overall and in MFI was due to NHTC. This stock was in my Nov 2014 tranche and my February 2015 tranche. Luckily I sold the November holding iat $51.46. It has now dropped, faster that a Vorpal blade on the neck of Jabberwocky, to $25.
That has caused my February tranche, which as recently as year end was comfortably leading the benchmark, to crash to -7.7%.
Yikes!
| 11/15/2014 | Start | Current | Dividend | Pct Gain | R3K Gain |
| FLR | $64.80 | $47.46 | $0.84 | -25.5% | 0.8% |
| IPCM | $38.45 | $80.03 | $0.00 | 108.1% | 0.8% |
| VIAB | $72.29 | $50.69 | $1.46 | -27.9% | 0.8% |
| NHTC | $12.19 | $51.46 | $0.06 | 322.6% | 0.8% |
| AWRE | $4.40 | $3.07 | $0.00 | -30.2% | 0.8% |
| Totals | 69.4% | 0.8% | |||
| 2/1/2015 | Start | Current | Dividend | Pct Gain | R3K Gain |
| VEC | $28.00 | $19.74 | $0.00 | -29.5% | -1.9% |
| QCOM | $62.73 | $46.14 | $1.86 | -23.5% | -1.9% |
| VIAB | $63.91 | $38.89 | $1.53 | -36.8% | -1.9% |
| UIS | $22.03 | $9.88 | $0.00 | -55.2% | -1.9% |
| NHTC | $12.44 | $25.92 | $0.05 | 108.8% | -1.9% |
| Totals | -7.2% | -1.9% |
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