Ok, I have my new tranche in - I'd say "locked and loaded" but in today's world that does not sound good.
I did commit more $ (again) as was my 2017 plan. Basically a 50% raise (recall I am retired now, so am steadily selling my former company stock and putting to work). So, hopefully a good tranche with the larger commitment.
I did struggle to find picks I liked. I thought about keeping CSCO (kind of safe), but as it was already my largest holding, I decided better to spread $. I did go for two picks not on official list: SIMO and ICHR.
| 8/15/2017 | Start | Current | Dividend | Pct Gain | R3K Gain |
| GHC | $591.10 | $595.70 | $0.00 | 0.8% | 0.1% |
| ICHR | $19.80 | $19.80 | $0.00 | 0.0% | 0.1% |
| MD | $43.00 | $42.94 | $0.00 | -0.1% | 0.1% |
| SIMO | $43.05 | $42.95 | $0.00 | -0.2% | 0.1% |
| RHI | $44.15 | $44.03 | $0.00 | -0.3% | 0.1% |
| Totals | 0.0% | 0.1% |
So here is how my overall matrix looks, I had to add new row as I enter 6th year of this approach.
| Category/Tranche | August | November | February | May | Total |
| Initial Investment | 25,000 | 25,000 | 25,000 | 25,000 | 100,000 |
| Current Tranche | 0.0% | 40.9% | 35.3% | -9.1% | 16.7% |
| Previous Tranche | -0.1% | 8.0% | 10.7% | 19.1% | 15.5% |
| Tranche -2 | 2.8% | 69.4% | -14.3% | -25.2% | 8.2% |
| Tranche -3 | 11.2% | 14.2% | 8.5% | 18.3% | 13.0% |
| Tranche -4 | 41.4% | 43.7% | 78.3% | 33.0% | 49.1% |
| Tranche -5 | 14.1% | 0.0% | 0.0% | 0.0% | 3.5% |
| MFI Overall Gain | 84.4% | 323.4% | 148.3% | 27.3% | 145.8% |
| Current Balance | 46,091 | 105,838 | 62,070 | 31,836 | 245,835 |
| R3K Current Tranche | 0.1% | 14.4% | 8.4% | 2.8% | 6.4% |
| R3K Overall Gain | 91.6% | 95.0% | 75.4% | 64.0% | 81.5% |
| R3K Balance | 47,905 | 48,744 | 43,845 | 41,012 | 181,506 |
| Annualized IRR | 13.0% | 35.5% | 22.2% | 5.8% | 19.1% |
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