pinch me, but there are greenshoots that suggest MFI is starting to work a bit better. Of course it has been pretty tough sledding of late. For the past 12 closed monthly tracking portfolio, MFI is -7.8%. That is dreadful. In the same stretch, the benchmark is +0.3%. By definition, very flat markets.
But for the 12 open portfolios, MFI is "winning" 3 - not great, but more hopeful when you note it is 3 of the most recent 4. Of the open portfolios, MFI is up on average 3.2% (sure beats -7.8%), while the index is up 5.4%. Certainly too early to declare victory. But as I mentioned, "greenshoots".
And it should be noted, that these things tend to be streaky. So if past is a good guideline for future, when MFI starts winning - it could go on for a dozen straight tranches.
Also of note is that the dividend approach seems to be bouncing back. The 12 open dividend tranches are up 7.8% on average - so beating index by a couple points. And 9 of the 12 dividend portfolios are beating the benchmark. So you can see why I am becoming more hopeful and why I did continue my dividend approach.
Looking at some individual stock, here are 50 of the biggest winners of late:
| Date | Stock | Initial Price | End Price | Percent Change |
| 7/30/2015 | WTW | $ 4.14 | $ 11.89 | 187% |
| 7/30/2015 | ONE | $ 2.29 | $ 5.13 | 124% |
| 7/30/2015 | GORO | $ 2.17 | $ 4.86 | 124% |
| 8/28/2015 | WTW | $ 5.98 | $ 11.89 | 99% |
| 3/24/2016 | MEET | $ 2.96 | $ 5.84 | 97% |
| 9/25/2015 | WTW | $ 6.42 | $ 11.89 | 85% |
| 10/30/2015 | ONE | $ 2.94 | $ 5.13 | 74% |
| 8/28/2015 | VA | $ 32.76 | $ 56.26 | 72% |
| 5/27/2016 | MEET | $ 3.45 | $ 5.84 | 69% |
| 11/27/2015 | ONE | $ 3.07 | $ 5.13 | 67% |
| 12/31/2015 | ONE | $ 3.24 | $ 5.13 | 58% |
| 2/26/2016 | VEC | $ 19.21 | $ 29.85 | 55% |
| 10/30/2015 | PPC | $ 17.00 | $ 25.79 | 52% |
| 1/29/2016 | VEC | $ 19.76 | $ 29.85 | 51% |
| 3/24/2016 | BBSI | $ 27.56 | $ 41.58 | 51% |
| 1/29/2016 | AGX | $ 30.12 | $ 44.40 | 47% |
| 9/25/2015 | CLCT | $ 14.21 | $ 20.49 | 44% |
| 1/29/2016 | IILG | $ 11.58 | $ 16.60 | 43% |
| 12/31/2015 | VEC | $ 20.89 | $ 29.85 | 43% |
| 2/26/2016 | OUTR | $ 30.84 | $ 43.59 | 41% |
| 1/29/2016 | CLCT | $ 14.62 | $ 20.49 | 40% |
| 2/26/2016 | WILN | $ 1.79 | $ 2.50 | 40% |
| 3/24/2016 | SRDX | $ 17.62 | $ 24.66 | 40% |
| 9/25/2015 | VNCE | $ 3.82 | $ 5.31 | 39% |
| 10/30/2015 | LBMH | $ 2.41 | $ 3.35 | 39% |
| 2/26/2016 | AGX | $ 32.02 | $ 44.40 | 39% |
| 1/29/2016 | NHTC | $ 19.89 | $ 27.56 | 39% |
| 8/28/2015 | PPC | $ 18.63 | $ 25.79 | 38% |
| 7/30/2015 | COH | $ 30.09 | $ 41.56 | 38% |
| 9/25/2015 | WILN | $ 1.81 | $ 2.50 | 38% |
| 12/31/2015 | CLCT | $ 14.86 | $ 20.49 | 38% |
| 1/29/2016 | HPQ | $ 9.51 | $ 13.08 | 37% |
| 3/24/2016 | VEC | $ 21.75 | $ 29.85 | 37% |
| 2/26/2016 | BLBD | $ 8.71 | $ 11.95 | 37% |
| 11/27/2015 | PPC | $ 18.81 | $ 25.79 | 37% |
| 12/31/2015 | AGX | $ 32.40 | $ 44.40 | 37% |
| 9/25/2015 | PPC | $ 18.83 | $ 25.79 | 37% |
| 8/28/2015 | NATH | $ 33.65 | $ 45.90 | 36% |
| 7/30/2015 | ETM | $ 10.21 | $ 13.89 | 36% |
| 9/25/2015 | VEC | $ 22.05 | $ 29.85 | 35% |
| 4/22/2016 | VEC | $ 22.07 | $ 29.85 | 35% |
| 9/25/2015 | KING | $ 13.40 | $ 18.00 | 34% |
| 2/26/2016 | MKSI | $ 32.77 | $ 43.99 | 34% |
| 3/24/2016 | CLCT | $ 15.30 | $ 20.49 | 34% |
| 8/28/2015 | KING | $ 13.50 | $ 18.00 | 33% |
| 8/28/2015 | LBMH | $ 2.52 | $ 3.35 | 33% |
| 1/29/2016 | OUTR | $ 33.04 | $ 43.59 | 32% |
| 9/25/2015 | LBMH | $ 2.54 | $ 3.35 | 32% |
| 10/30/2015 | APEI | $ 21.73 | $ 28.63 | 32% |
| 4/22/2016 | AGX | $ 33.75 | $ 44.40 | 32% |
Posts
No comments:
Post a Comment