Hmm, I found a couple of minor mistakes in my tracking workbook. The main one was I was missing a few of most recent tracking portfolios in my inception to date numbers. Directionally does not change anything, but I do have new table below. Secondly, I realized I was a bit quick on trigger, I generally run tracking portfolios through last Friday of the month. So the 4/24/15 portfolio should have run until next Friday. Oh well, I am not going to change that.
|Total Russell 3K||198,212|
Here are stocks from the newest tranche (which will now have to run 53 weeks) in the various categories.
|Stock||Initial Price||52 week low||New|
|Stock||Initial Price||52 week low||Mkt Cap|
Interesting that MSB has bounced off a $3.00 low to $8.69 and is still a dog.
|Stock||Initial Price||52 week low||Mkt Cap||Yield|