I commented earlier today how my MFI Formula portfolio has been faring pretty well in 2016. Overall, I am up 4.5% this year... that compares to R3K being down 1.1%. I am also seeing the dividend component of my MFI tracking portfolios do "better". The 12 open portfolios are down an average of 2.9%, whilst the overall open tracking portfolios are down 6.6%.
Here is a table comparing:
| Date | MFI | R3K | Dividend |
| 3/27/2015 | -16.2% | -2.0% | -9.5% |
| 4/24/2015 | -19.2% | -4.7% | -18.4% |
| 5/29/2015 | -18.1% | -4.2% | -11.6% |
| 6/26/2015 | -14.0% | -4.3% | -9.1% |
| 7/30/2015 | -6.6% | -4.3% | -4.1% |
| 8/28/2015 | -3.6% | 1.2% | 2.4% |
| 9/25/2015 | 0.2% | 4.2% | 4.0% |
| 10/30/2015 | -6.8% | -2.6% | -0.5% |
| 11/27/2015 | -4.6% | -3.6% | -0.8% |
| 12/31/2015 | 0.0% | -1.1% | 2.3% |
| 1/29/2016 | 6.2% | 4.9% | 7.0% |
| 2/26/2016 | 3.5% | 4.1% | 4.0% |
| Average 12 | -6.6% | -1.0% | -2.9% |
So the dividend approach for open portfolios is trailing R3K. But that is all from 3/27/15 to 6/26/15 tranches. Since then, the good guys are winning by 1.5 percentage points. Not a stomp, but at this time a win is a win.
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3 comments:
Nice couple of posts with interesting numbers!
What would be fun for me to see is your MFI select go against MFI Formula. On March 31 you do
your 5 MFI select and then you do 5 MFI formula. Repeat on June 30th and again on Sept. 30 and finally Dec. 31st. It might be a real horse race when using the same time frames.
What is your guess based on limited information?
John, my MFI select has had a pretty good track record since the 8/2012 reboot. I'd have to give it the nod.
Yes very good!
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