Saturday, March 12, 2016

Dividend Stocks Making a Comeback?

Return Of The Dividend Stocks?


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.

3 comments:

John Carney said...

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?

Marsh_Gerda said...

John, my MFI select has had a pretty good track record since the 8/2012 reboot. I'd have to give it the nod.

John Carney said...

Yes very good!