Well, I bought my five "new" stocks for the November 2018 MFI tranche. First day was good... just 364 to go.
I did go a bit tech-heavy, I just felt that tech names have sold off a ridiculous amount... I suppose because of perceived weakness in Apple. We shall see how it works out. Here are the names I considered and didn't pick... I will track them as well over the upcoming year: AEIS, FTSI, DLX, CASA and SHI.
My final number on my expiring tranche was -0.6%. Pretty depressing. But my 2nd tranche in 2018 to expire in the red. No one said it was easy.
Looking back, the 5 stocks I rejected a year ago were also slightly negative (NTES, FOXA, AGX, AMGN and DLX). AGX, DLX and NTES were all down by 20%+.
Ironically, the best thing to have done would have been to just keep the 5 stocks that expired in November 2017. They went up 13% (and they were up 42% for the year I held them!). ATHM, CA, MPAA, RHI and AMGN. CA was big winner, getting bought out and rising 40%.
Ok, enough look backs. Here are my five new picks and how they fared today post my buying them around 10 am.
|11/15/2018||Start||Current||Dividend||Pct Gain||R3K Gain|