Final Post Mortem on 2/1/18 MFI Select Tranche

Final Post Mortem on 2/1/18 MFI Select Tranche

As I blogged last week, I closed out my 2/1/18 MFI Select tranche.  It was the worst since my reboot in August 2012.  It was down a putrid 27.3%.

But it was tough sledding all around.  Here is the final table for that tranche:

2/1/2018	Start	Current	Dividend	Pct Gain	R3K Gain
AGX	$43.55	$42.29	$1.00	-0.6%	-2.4%
CASA	$18.81	$11.64	$0.00	-38.1%	-2.4%
KLAC	$109.80	$106.57	$2.84	-0.4%	-2.4%
THO	$136.33	$65.11	$1.52	-51.1%	-2.4%
WDC	$87.74	$44.99	$2.00	-46.4%	-2.4%
Totals				-27.3%	-2.4%

Here are the other stocks I considered at that time but did not buy:

Ticker	Start	Finish	Dividend	Change
EGOV	13.52	16.53	0.32	24.6%
NVMI	27.12	24.77	0	-8.7%
AEIS	71.13	52.12	0	-26.7%
INVA	14.59	16.39	0	12.3%
MPAA	27.22	19.15	0	-29.6%
TOSYY	17.32	15.57	0	-10.1%
TWX	95.35	98.77	0	3.6%
RPXC	14.04	10.50	0.05	-24.9%
AMCX	51.59	62.86	0	21.8%
NLS	12.85	7.74	0	-39.8%
Total				-7.7%

So certainly not stellar.  And then even worse, the run off of the 5 stocks I sold from the February 2017 tranche... They dropped 36%, "led" by ACRX (down 87%) and YY (down 47%).  So at least I dodged those potholes.