Well, it was a weird day for my portfolio. After just a horrific December which I wrote about here (MFI Diary: MFI Diary Monthly Update 12/2018), my portfolio jumped off the mat today and shot up 2.4%, while the Russell 3000 was basically flat. The few days I've had an outperformance like that, it has been because a single stock or two shot up for some specific reason.
But today it was pretty much across the board. Weird. I guess it was because I had a bunch of names that had been beaten down for tax purposes and also some names correlated to oil? But even my MFI portfolios were up 1.5%.
Some Of The Winners
Here are my 9 biggest winners:
| NMM | 13.5% |
| DLNG-PB | 8.8% |
| TGP | 6.3% |
| CPLP | 5.7% |
| SGH | 5.4% |
| TOO-PE | 5.3% |
| TNK | 5.2% |
| DISCA | 4.4% |
| CHK | 4.3% |
These preferred stocks (DLNG-PB and TOO-PE) are supposed to be steady eddies, not stocks that move 5 to 8% in a day on no real news.
Baker's Dirty Dozen
The 13 stocks I identified 12/21 as way oversold are looking good so far. I should have gone all-in!
| Stock | Start | Current | Dividend | Gain/Loss |
| AMCX | 52.23 | 56.64 | - | 8.4% |
| AMAT | 30.31 | 33.48 | - | 10.5% |
| DLX | 37.11 | 39.10 | - | 5.4% |
| DXC | 50.48 | 54.49 | - | 7.9% |
| KLAC | 85.67 | 90.91 | - | 6.1% |
| LRCX | 127.16 | 138.30 | - | 8.8% |
| MU | 30.32 | 32.75 | - | 8.0% |
| SGH | 28.75 | 31.29 | - | 8.8% |
| WDC | 35.90 | 38.26 | - | 6.6% |
| ECA | 5.38 | 5.99 | - | 11.3% |
| GLNG | 21.72 | 22.64 | - | 4.2% |
| T | 28.31 | 29.54 | - | 4.3% |
| TGP | 11.82 | 11.71 | - | -0.9% |
| Total | 6.9% |
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