Tuesday, November 15, 2016

Day 1

I know the first day of a new tranche doesn't really matter as this is a 365 day marathon.  Still always nice to start on the right foot.  My five stocks were up 2.8% on day 1. Ironically, the old portfolio was down 1.4%, so pretty big swing going from one to the other. I'd like to say I planned it that way.... But it was luck.

The Russell 3000 was up 60 basis points (I mark it at the time I make majority of my purchases).  Here is the tranche:


11/15/2016  Start   Current   Dividend   Pct Gain   R3K Gain 
 MPAA  $26.55 $26.16 $0.00 -1.5% 0.6%
 ATHM  $22.61 $25.31 $0.00 11.9% 0.6%
 AMGN  $145.14 $147.06 $0.00 1.3% 0.6%
 RHI  $43.23 $43.64 $0.00 0.9% 0.6%
 CA  $31.11 $31.48 $0.00 1.2% 0.6%
 Totals  2.8% 0.6%

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