Well, with just 3 odd weeks left in January, it is actually time to start thinking about my February 1st 2019 MFI Select stock picks.
Frankly, I can't turn the calendar quickly enough on the disaster that was my February 2018 picks. Right now it stands to be my worst tranche since my re-boot. It is 33% underwater (versus benchmark being down 9%).
My "record" is May 2015, which dropped 25%. Oddly, I will likely strongly reconsider holding several names from a year ago:
|2/1/2018||Start||Current||Dividend||Pct Gain||R3K Gain|
I think AGX and WDC will likely get carried over (with rebalancing, so likely will buy some shares).
Other names I like include DXC, MU and AMCX (all from Baker's Dirty Dozen).
List has to include CASA, FTSI and MSGN. I will also run a top 200 listing to see if anything else catches my eye. It may be time to consider another Chinese stock should trade talks be starting to look favorable.