I have MFI Formula tranche with only about three weeks left. It has been a solidgroup of 5 stocks, up 19.5% (benchmark is up 17.7%). I'd like to say that means my formula is working, but my other three open tranches are trailing.
In addition, Mr Random was nice to me. The 7 stocks I did not pick are just up about 4 points (BKE and PBI off over 30% each). No one said this would be easy.
Anyhoo, here are the five stocks I DID buy:
|4/1/16 Stocks||Start||Current||Dividend||Pct Gain||R3K Gain|
CALM was clearly the problem as they suspended their dividend due to low egg prices. Somehow I think I lost more money on CALM than my family saved on cheaper eggs during the past year.
I will continue with my plan of more $ into MFI (even though market feels stretched). It would be about a 40% bump to get to where the January tranche is. That may be more of a stretch than I want right now. I'll probably go up by 1/3.
If I were picking today, here would be my choices:
I do allow myself the "luxury" of pitching out one stock. As I have noted before, I am not a fan of retail in today's world. So BBY, BKE and GME probably would comprise my short list of candidates. I am stunned BKE is $18.15. At these prices, I think I would pitch GME out. But I do not make decision today. Three weeks can be a lifetime.