My November MFI tranche has about a month to go. At one point this was a great tranche, but is has struggled of late as VNCE, VEC, LCI and PPC have sold off. This would have been a great tranche to have sold 100% in August. At that time it was up 26%, now it is up 6%. A breathtaking drop in 6 weeks.
|11/15/2015||Start||Current||Dividend||Pct Gain||R3K Gain|
I will likely add/take away from this list. But here are some stocks I am thinking about. This is my highest valued tranche, so a bad basket would hurt my overall results disproportionately.
Many of these names have some warts. Right now RECN, SSNI and TGNA are near top of my list. Stay tuned.