tag:blogger.com,1999:blog-28360876.post8681456083036502938..comments2023-10-26T11:34:14.369-04:00Comments on MFI Diary: Weekend UpdateMarsh_Gerdahttp://www.blogger.com/profile/01375422931807610092noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-28360876.post-14219231820141043672016-02-14T07:14:21.387-05:002016-02-14T07:14:21.387-05:00Kranthi - thanks for the note. On your second que...Kranthi - thanks for the note. On your second question, I actually show annualized IRR, which is pretty much the same as CAGR in my table. It is better than your number, 20.1%. My calculation does consider that all money was not invested in 2012 - but rather over 4 quarterly installments starting August 2012. I do also consider additional amounts I have added when a portfolio matures (generally smaller amounts).<br /><br />MY MFI Select portfolios are pretty much free form. I pick what I like. I even pick stocks not on the official list at times.Marsh_Gerdahttps://www.blogger.com/profile/01375422931807610092noreply@blogger.comtag:blogger.com,1999:blog-28360876.post-31135497819975376712016-02-14T00:42:13.810-05:002016-02-14T00:42:13.810-05:00Hello Marsh,
Glad to know the portfolio is doing...Hello Marsh, <br /><br />Glad to know the portfolio is doing better. I had a couple of Qs, is the MFI select - few selected stocks from the magicformulainvesing page, any particular criteria your using? <br /><br />And I calculated the CAGR for MFI select from 2012 is ~15.8% Is this right?<br /><br />Cheers!Kranthi Khttps://www.blogger.com/profile/06658782199103350657noreply@blogger.com