I was just kind of looking at my May 2016 numbers. Whenever I start a new tranche, I also write down the five or ten stocks I considered and then rejected to see how they performed.
Generally, I think my selected do better than my rejections (a good thing I believe), but May 2016 rejections have been (in the words of Tony) Grrreat!
They are up almost 60% and we still have 5 months to run. And it wasn't like one stock is up 200%... they were all solid picks. For a benchmark, The R3K is up 10.7%. My five picks are up 23.9% (I know, nothing wrong with that).
Here are my five actual picks:
| 5/6/2016 | Start | Current | Dividend | Pct Gain | R3K Gain |
| BRCD | $7.97 | $12.41 | $0.11 | 57.1% | 10.7% |
| CBI | $37.82 | $33.38 | $0.00 | -11.7% | 10.7% |
| HSII | $18.51 | $22.45 | $0.26 | 22.7% | 10.7% |
| RHI | $38.51 | $47.42 | $0.66 | 24.9% | 10.7% |
| UTHR | $107.99 | $136.73 | $0.00 | 26.6% | 10.7% |
| Totals | 23.9% | 10.7% |
Here are the five rejections:
| 5/6/2016 | Start | Current | Dividend | Pct Gain |
| AAPL | $92.92 | $109.95 | $1.14 | 19.6% |
| LDOS | $35.57 | $52.38 | $0.64 | 49.1% |
| AGX | $33.83 | $65.75 | $1.00 | 97.3% |
| AMAG | $19.85 | $35.80 | $0.00 | 80.4% |
| IQNT | $15.85 | $23.16 | $0.32 | 48.1% |
| Totals | 58.9% |
(note LDOS paid a special dividend of $13.64 shortly after 5/6, so I reduced my basis by that amount).
But it is good everywhere. My dividend picks are up 16%. My tracking portfolio is up 15.7%.
We'll see what next five months bring.
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