Quick Look At April 1st, 2018 Tranche

Quick Look At April 1st, 2018 Tranche

Thought it might be interesting to look at my April 1st, 2018 MFI Formula tranche.  It is my next tranche to approach one year finish line.

As a reminder, MFI Formula stocks are picked entirely by a formula and a random number generator.  That makes it easy to also look at the stocks the random number generator didn't pick.  Without further ado, here are my five stocks:

4/3/2018	Start	Current	Dividend	Pct Gain	R3K Gain
AMGN	$166.46	$188.34	$5.28	16.3%	8.6%
VIAB	$29.20	$29.15	$0.60	1.9%	8.6%
GILD	$72.71	$67.59	$1.71	-4.7%	8.6%
TUP	$47.32	$29.73	$2.04	-32.9%	8.6%
EGOV	$13.29	$17.39	$0.24	32.7%	8.6%
Totals				2.7%	8.6%

So, it seems likely to end up losing to the benchmark.  TUP is a stinker (down over 30%) and it is generally a kiss of death to have a stinker within the 5 picks.

Here are the stocks that didn't get picked by random number generator:

Ticker	Start	Current	Dividend	Change
TGNA	10.92	12.27	0.28	14.9%
NTRI	27.20	43.33	1.00	63.0%
OMC	71.27	75.00	2.60	8.9%
IPG	22.67	23.38	0.94	7.3%
HPQ	21.14	23.28	0.64	13.2%
CJREF	4.56	4.50	0.54	10.4%
BKE	22.00	17.66	1.00	-15.2%
HRB	24.55	24.10	0.75	1.2%
Average				13.0%

Pretty good, you can see that with no stinker, approach is quite satisfactory.

Now here are the stocks I had from April 2017 and how they ran off:

Ticker	Start	Current	Dividend	Change
GILD	73.14	67.59	2.28	-4.5%
CSCO	40.17	49.43	1.00	25.5%
OMC	71.27	75.00	2.60	8.9%
SYNT	25.16	41.00	0.94	66.7%
BKE	22.00	17.66	1.00	-15.2%
Average				16.3%

Wow.  See why I like MFI Formula?