Today I started a new MFI Select tranche. But it is more than that. I have decided to tweak my approach to MFI Select going forward.
First, and most important, I am making a material increase in funds going to all my MFI approaches. I have been tip-toeing into this the past couple of years, but will accelerate here in 2019. So non-MFI will be going down substantially in 2019 and MFI commitment up. It is the area I know/understand best. And my track record since 2012 is pretty darned good => time to increase the stake.
Concurrent with the increased stake, I am going to (largely) keep my MFI Select picks to stocks with a market cap of $3 billion and more that also pay a dividend. I will be picking some of my MFI Select with a random number generator (50% ish). Finally, I am going to increase the number of holdings per tranche from 5 to 7.
So without further ado, here are my 7 holdings (WDC and AGX are carried over from 2/1/18 and I rebalanced shares).
| 2/1/2019 | Start | Current | Dividend | Pct Gain | R3K Gain |
| AGX | $42.18 | $42.05 | $0.00 | -0.3% | 0.3% |
| BBY | $58.84 | $57.91 | $0.00 | -1.6% | 0.3% |
| HPQ | $22.07 | $22.09 | $0.00 | 0.1% | 0.3% |
| MU | $38.22 | $39.41 | $0.00 | 3.1% | 0.3% |
| RTN | $166.65 | $168.09 | $0.00 | 0.9% | 0.3% |
| VIAB | $29.40 | $29.30 | $0.00 | -0.3% | 0.3% |
| WDC | $44.99 | $46.24 | $0.00 | 2.8% | 0.3% |
| Totals | 0.7% | 0.3% |
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