tag:blogger.com,1999:blog-28360876.post2047947625321886279..comments2023-10-26T11:34:14.369-04:00Comments on MFI Diary: Weekend Update 11/7/15Marsh_Gerdahttp://www.blogger.com/profile/01375422931807610092noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-28360876.post-6369303059551630612015-11-08T05:16:34.562-05:002015-11-08T05:16:34.562-05:00I could go with more stocks. When I first did the...I could go with more stocks. When I first did the reboot, I had a lot of money in non MFI approaches. I then wound those down and did the MFI formula. So I really have 40 stocks going at any one time now.Marsh_Gerdahttps://www.blogger.com/profile/01375422931807610092noreply@blogger.comtag:blogger.com,1999:blog-28360876.post-49468189547648490282015-11-07T16:28:00.437-05:002015-11-07T16:28:00.437-05:00You are destroying the market return! I wish I co...You are destroying the market return! I wish I could say the same thing with my current tranches. My current November tranche of 10 stocks has 10 losers - not one of them is showing a positive return over the past 11-1/2 months. It really is the luck of the draw. Since MFI is a strategy that works out 'on average' is there any reason why you hold 'only' 20 stocks in your MFI select? I realized we don't have unlimited amounts of capital to allocate to every strategy we could devise, but if the money was at IB then the transaction costs are very, very low and more stocks could be added.<br /><br />regards,<br />jjbhttps://www.blogger.com/profile/03939778385819203444noreply@blogger.com