Now that my August 15th MFI Select tranche is selected, I am pretty much on cruise control here for 45 days. The next MFI tranche will be the Oct 1st 2017 MFI Formula tranche.
This has been another very solid performer, up 17.1% as of this writing and beating the benchmark by 1.5 points. So things could certainly still change the final three weeks.
Here is the tranche and the 5 holdings:
| 10/1/2017 | Start | Current | Dividend | Pct Gain | R3K Gain |
| DIN | $43.14 | $79.97 | $2.23 | 90.5% | 15.8% |
| GILD | $82.85 | $73.27 | $1.66 | -9.6% | 15.8% |
| GME | $20.50 | $16.38 | $1.14 | -14.5% | 15.8% |
| HPQ | $20.22 | $24.70 | $0.40 | 24.1% | 15.8% |
| OMC | $74.80 | $69.33 | $1.75 | -5.0% | 15.8% |
| Totals | 17.1% | 15.8% |
Always helps to have a stock almost double! Pancakes anyone? HPQ also strong, but then three stocks in the red. Mr Random was good to me in picking DIN. The five stocks that didn't get picked are slightly in the black. CJREF was a real albatross, down over 50%. CSCO was big winner, up 40%.
Newest Tranche
My newest tranche is about to hit 1st week of 52. Off to a nice start:
| 8/15/2018 | Start | Current | Dividend | Pct Gain | R3K Gain |
| AGX | $39.45 | $40.25 | $0.00 | 2.0% | 1.2% |
| AMCX | $60.97 | $63.05 | $0.00 | 3.4% | 1.2% |
| CJREF | $3.08 | $3.14 | $0.00 | 2.0% | 1.2% |
| GME | $15.50 | $16.38 | $0.00 | 5.7% | 1.2% |
| SGH | $31.12 | $31.72 | $0.00 | 1.9% | 1.2% |
| Totals | 3.0% | 1.2% |
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