When I was a student at IU, our head coach was Lee Corso (yes, that Lee Corso). We were (and still are) not a football powerhouse. As you can see from the pix on the left, Corso had a photographer take a picture of the scoreboard showing in the 2nd quarter we were beating Ohio State: 7-6.
You need to celebrate your victories. If you read the caption, you'll see IU ended up losing 47-7, which was pretty typical in those days. Woodie Hayes (or whoever the coach was then), probably didn't appreciate the photo op.
So this week, I have passed the blended benchmark index I measure my portfolios against. We will see (fingers crossed) if it holds through the weekend. CSCO reported earnings tonight that is moving stock down. But more importantly, I have TK, TGP, TOO and SLSDF all reporting tomorrow. Combined those 4 holdings are about 7% of all my tracked holdings. So, like Lee Corso, I am taking a picture. Hopefully this is not a harbinger of final score being 47-7!
| Component | YTD | 2nd Quarter | Week Change |
| Overall | +0.8% | +3.8% | +0.9% |
| MFI Select | -1.9% | -3.6% | +2.2% |
| MFI Formula | +4.2% | +2.9% | -0.0% |
| MFI Combined | +1.0% | -0.5% | +1.1% |
| Miscellaneous | -0.4% | +9.9% | +1.0% |
| Dividend | +1.2% | +4.4% | +0.7% |
| Dividend Index | -3.0% | +0.7% | -0.6% |
| R3K Index | +2.7% | +3.5% | -0.1% |
| Blended Index | +0.2% | +2.2% | -0.3% |
| MFI Index | +11.7% | +4.6% | +0.6% |
| GARIX | -0.5% | -0.6% | -0.3% |
Note YTD overall I am +0.8%. The blended Index is 0.2% as the Dividend Index continues to struggle in rising rate environment.
OMER has been exciting. Monday and Tuesday I was kicking myself for selling 1/3 of position post previous week run up, as OMER was up 20% more. But today, it gave most of it back (yes, I should have sold Tuesday instead, but I have a foggy crystal ball).
Full write up Saturday.
Posts
No comments:
Post a Comment