As my readers know, I maintain an MFI Index, a basket of 50 MFI stocks that I reconstitute once a year. It has been fabulous so far in 2018, up a bit over 14%. Here are the 50 stocks and how they've done:
| Stock | Start | 31-Dec | Current | YTD Change |
| AMAG | 13.25 | 20.15 | 21.75 | 64.2% |
| AMCX | 54.08 | 51.70 | 65.40 | 20.9% |
| ABC | 91.82 | 86.59 | 94.26 | 2.7% |
| AMGN | 173.90 | 171.80 | 187.79 | 8.0% |
| AGX | 45.00 | 42.95 | 36.25 | -19.4% |
| BIVV | 53.92 | 105.00 | 105.00 | 94.7% |
| HRB | 26.22 | 25.65 | 23.49 | -10.4% |
| BPT | 20.10 | 25.15 | 30.95 | 54.0% |
| ABCD | 5.68 | 11.20 | 11.07 | 94.9% |
| CPLA | 77.40 | 87.78 | 100.11 | 29.3% |
| CASA | 17.76 | 29.34 | 17.70 | -0.3% |
| CSCO | 38.30 | 43.18 | 43.82 | 14.4% |
| CNCE | 25.87 | 22.90 | 19.37 | -25.1% |
| CJREF | 9.21 | 4.89 | 5.13 | -44.3% |
| DLX | 76.84 | 74.31 | 68.12 | -11.3% |
| DIN | 50.73 | 66.21 | 82.12 | 61.9% |
| DISCA | 22.38 | 21.43 | 28.12 | 25.6% |
| EGRX | 53.42 | 52.69 | 76.01 | 42.3% |
| EVC | 7.15 | 4.75 | 5.15 | -28.0% |
| ESRX | 74.64 | 69.08 | 79.23 | 6.1% |
| GME | 17.95 | 12.96 | 16.24 | -9.5% |
| GILD | 71.64 | 75.96 | 72.21 | 0.8% |
| HSII | 24.55 | 31.38 | 36.91 | 50.3% |
| HPQ | 21.01 | 22.05 | 24.07 | 14.5% |
| INVA | 14.19 | 16.67 | 14.15 | -0.3% |
| IDCC | 76.15 | 73.95 | 84.60 | 11.1% |
| IPG | 20.16 | 23.24 | 24.33 | 20.7% |
| KLAC | 105.07 | 109.60 | 107.90 | 2.7% |
| LEE | 2.35 | 1.95 | 2.30 | -2.1% |
| MCFT | 22.22 | 25.20 | 29.13 | 31.1% |
| MPAA | 24.99 | 21.43 | 19.08 | -23.6% |
| MSGN | 20.25 | 22.60 | 23.10 | 14.1% |
| NHTC | 15.19 | 19.14 | 24.26 | 59.7% |
| NLS | 13.35 | 13.45 | 16.15 | 21.0% |
| EGOV | 16.60 | 13.30 | 16.41 | -1.1% |
| OMC | 72.83 | 73.27 | 77.11 | 5.9% |
| PTN | 0.86 | 1.09 | 1.09 | 26.9% |
| PDLI | 2.74 | 2.94 | 2.37 | -13.5% |
| PCOA | 575.00 | 645.00 | 654.00 | 13.7% |
| PBI | 11.18 | 11.08 | 9.62 | -14.0% |
| SRNE | 3.80 | 5.15 | 6.55 | 72.4% |
| SP | 37.10 | 35.60 | 38.85 | 4.7% |
| SYNT | 22.99 | 25.53 | 32.01 | 39.2% |
| TGNA | 14.08 | 11.46 | 11.38 | -19.2% |
| MEET | 2.82 | 2.09 | 4.35 | 54.3% |
| TVTY | 36.55 | 39.65 | 35.55 | -2.7% |
| TRNC | 17.59 | 16.42 | 17.59 | 0.0% |
| UTHR | 147.95 | 112.36 | 116.47 | -21.3% |
| VEC | 30.85 | 37.24 | 31.47 | 2.0% |
| VIAB | 30.81 | 31.26 | 30.68 | -0.4% |
| Total | 21,371 | 14.3% | ||
Pretty good. Here is how the index has fared year by year since I started tracking in 2006:
| Annual | Inception to Date | |||
| Year | Russell | MFI | Russell ITD | MFI ITD |
| 2006 | 11.4% | 15.0% | 11.4% | 15.0% |
| 2007 | 4.1% | -6.7% | 16.0% | 7.3% |
| 2008 | -37.0% | -38.0% | -27.0% | -33.4% |
| 2009 | 32.5% | 45.2% | -3.3% | -3.3% |
| 2010 | 18.4% | 22.8% | 14.5% | 18.7% |
| 2011 | -0.6% | -10.5% | 13.9% | 6.2% |
| 2012 | 16.4% | 9.7% | 32.6% | 16.6% |
| 2013 | 33.0% | 51.7% | 76.3% | 76.8% |
| 2014 | 12.3% | 12.1% | 98.0% | 98.1% |
| 2015 | 0.4% | -8.9% | 98.7% | 80.4% |
| 2016 | 12.5% | 13.2% | 123.5% | 104.2% |
| 2017 | 20.8% | 4.7% | 170.1% | 113.9% |
| 2018 | 4.5% | 14.3% | 182.4% | 144.6% |
So the 10 point lead for 2018 has narrowed the overall deficit to +182% to +144%. Still work to be done for MFI. 2017 was dreadful.
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