MFI Dividend Stocks Since 10/28

The Rise Of MFI Dividend Stocks

I have noted that MFI stocks have gone straight up since the election last week.  I guess out-of-favor stocks (a common MFI theme) are suddenly in favor.  Here is how the tranches are doing:

11/27/2015	6.9%	5.7%
12/31/2015	11.0%	8.5%
1/29/2016	20.2%	15.1%
2/26/2016	18.6%	14.2%
3/24/2016	18.9%	9.0%
4/22/2016	8.4%	5.5%
5/27/2016	12.0%	5.0%
6/30/2016	12.0%	4.7%
7/29/2016	5.9%	0.8%
8/26/2016	5.5%	0.7%
9/30/2016	5.0%	0.4%
10/28/2016	8.2%	2.7%
Average 12	11.0%	6.0%

So all twelve open tranches are ahead, with an average lead of 5 points.  Thene here is how the dividend stocks (my subset using a 2.6% yield or higher) have fared since 10/28:

Tranche Date	28-Oct	14-Nov	Change
11/27/2015	5.4%	11.7%	6.2%
12/31/2015	11.3%	17.0%	5.7%
1/29/2016	16.6%	22.9%	6.4%
2/26/2016	11.9%	18.6%	6.8%
3/24/2016	13.9%	21.4%	7.4%
4/22/2016	4.8%	11.9%	7.1%
5/27/2016	8.9%	13.9%	5.0%
6/30/2016	5.4%	11.4%	6.0%
7/29/2016	-1.9%	3.3%	5.2%
8/26/2016	-1.5%	4.8%	6.2%
9/30/2016	-0.5%	7.9%	8.4%
10/28/2016	0.0%	5.1%	5.1%
All Tranches	6.2%	12.5%	6.3%

So here instead of comparing against R3K, I am comparing against values as of 10/28.  So you can see basically a doubling (6.3% to 12.5%) in that time frame.  You will also note (comparing both tables) that dividend stocks are beating the total of MFI 12.5% to 11.0%. Of course if you compared dividend stocks to non-dividend stocks it is even wider... about 12.5% to 9.5%.

Hmmm, maybe I need some dividend stocks in my five picks today.