Sometimes I think just buying the index would be cheaper, less time-consumer and more effective.
March so far has been horrible for MFI stocks in the over $100 million list. The 50 stocks in my February 26th tracking portfolio are down 6.6% while the index is up 2%.
That, my gentle readers, is known as a shellacking. Here are the 50 stocks:
| Stock | Initial Price | End Price | Percent Change | Mkt Cap |
| WTW | 29.57 | 19.80 | -33.0% | 1,975 |
| BIIB | 327.62 | 226.88 | -30.7% | 64,607 |
| HEAR | 16.20 | 12.00 | -25.9% | 231 |
| TVTY | 22.61 | 17.18 | -24.0% | 928 |
| TUSK | 23.37 | 18.22 | -22.0% | 1,046 |
| DHX | 3.22 | 2.52 | -21.7% | 172 |
| SGH | 30.86 | 25.01 | -19.0% | 703 |
| NKTR | 41.03 | 33.48 | -18.4% | 7,101 |
| HPQ | 23.70 | 20.22 | -14.7% | 37,290 |
| IMMR | 9.61 | 8.29 | -13.7% | 296 |
| SYX | 24.80 | 21.54 | -13.2% | 931 |
| SIGA | 6.86 | 5.99 | -12.7% | 551 |
| STRL | 14.66 | 12.82 | -12.6% | 397 |
| PETS | 23.31 | 20.50 | -12.1% | 482 |
| MD | 34.31 | 30.62 | -10.8% | 3,013 |
| CTRA | 61.40 | 54.94 | -10.5% | 608 |
| VIAB | 28.94 | 25.98 | -10.2% | 11,746 |
| ALSN | 51.53 | 46.37 | -10.0% | 6,539 |
| EAF | 14.72 | 13.36 | -9.2% | 4,300 |
| AKG | 0.73 | 0.67 | -8.2% | 165 |
| AMCX | 62.45 | 57.47 | -8.0% | 3,529 |
| MCFT | 24.37 | 22.61 | -7.2% | 456 |
| MSGN | 23.93 | 22.22 | -7.1% | 1,792 |
| GME | 11.26 | 10.55 | -6.3% | 1,190 |
| LTRPA | 15.48 | 14.56 | -5.9% | 1,162 |
| HSII | 42.98 | 40.57 | -5.6% | 817 |
| FTSI | 10.54 | 9.98 | -5.3% | 1,152 |
| MSB | 30.77 | 29.39 | -4.5% | 404 |
| IDCC | 69.02 | 66.39 | -3.8% | 2,374 |
| UIS | 13.64 | 13.14 | -3.7% | 696 |
| BKE | 18.51 | 17.97 | -2.9% | 907 |
| LGORF | 1.70 | 1.67 | -1.8% | 891 |
| AEIS | 51.58 | 50.72 | -1.7% | 1,969 |
| VEC | 27.95 | 27.54 | -1.5% | 314 |
| CJREF | 4.54 | 4.52 | -0.4% | 975 |
| NHTC | 13.02 | 12.99 | -0.2% | 151 |
| OMC | 74.86 | 75.02 | 0.2% | 16,962 |
| ACOR | 14.00 | 14.05 | 0.4% | 665 |
| UTHR | 121.95 | 122.99 | 0.9% | 5,736 |
| HRB | 24.02 | 24.24 | 0.9% | 4,988 |
| EGY | 2.40 | 2.45 | 2.1% | 143 |
| LRCX | 177.47 | 183.80 | 3.6% | 28,722 |
| BPT | 26.06 | 27.17 | 4.3% | 558 |
| AMAT | 39.58 | 41.33 | 4.4% | 37,577 |
| STX | 46.86 | 48.98 | 4.5% | 13,377 |
| IDT | 6.08 | 6.47 | 6.4% | 144 |
| KLAC | 116.12 | 123.80 | 6.6% | 17,576 |
| AGX | 45.98 | 49.03 | 6.6% | 716 |
| TGNA | 12.46 | 14.12 | 13.3% | 2,692 |
| LEE | 2.96 | 3.37 | 13.9% | 171 |
That is just plain terrible in a positive market.
My Results
I am (thankfully) not as bad. My MFI Select is down 1.9% in that time frame while MFI Formula is down 1.7%. I am not doing a victory lap on that result.
Here are individual stocks:
| Portfolio | Stock | Last Month | Current | Dividend | Change |
| Formula | GILD | 65.28 | 64.92 | 0.65 | 0.4% |
| Formula | IPG | 23.63 | 21.93 | 0.24 | -6.2% |
| Formula | EGOV | 17.07 | 17.20 | - | 0.8% |
| Formula | CJREF | 4.60 | 4.52 | 0.06 | -0.5% |
| Formula | KLAC | 116.12 | 123.80 | - | 6.6% |
| Formula | OMC | 75.52 | 75.02 | 0.65 | 0.2% |
| Formula | VIAB | 29.14 | 25.98 | 0.20 | -10.2% |
| Formula | TUP | 31.04 | 25.88 | 0.27 | -15.8% |
| Formula | AMGN | 190.08 | 191.89 | - | 1.0% |
| Formula | PETS | 23.31 | 20.50 | - | -12.1% |
| Stock | Last Month | Current | Dividend | Change |
| AGX | 45.98 | 49.03 | - | 6.6% |
| WDC | 50.97 | 51.78 | - | 1.6% |
| MU | 42.96 | 43.99 | - | 2.4% |
| SGH | 30.86 | 25.01 | - | -19.0% |
| DISCA | 28.39 | 26.68 | - | -6.0% |
| TGNA | 12.52 | 14.12 | 0.07 | 13.3% |
| BBY | 60.31 | 70.56 | 0.50 | 17.8% |
| CJREF | 4.60 | 4.52 | 0.06 | -0.5% |
| RTN | 185.24 | 181.93 | - | -1.8% |
| VIAB | 29.14 | 25.98 | 0.20 | -10.2% |
| ICHR | 21.68 | 22.86 | - | 5.4% |
| DXC | 67.18 | 66.64 | - | -0.8% |
| HPQ | 23.90 | 20.22 | 0.16 | -14.7% |
| AMCX | 62.45 | 57.47 | - | -8.0% |
| GME | 11.64 | 10.55 | 0.38 | -6.1% |
| CAAP | 8.03 | 8.12 | - | 1.1% |
| FTSI | 10.54 | 9.98 | - | -5.3% |
Sigh.
Over $3 billion
I am now also tracking MFI top 50 over $3 billion to see if that is more palatable. I started that one on 3/1 (not the 2/26 date used for others), but story largely the same, down 1.7%.
Posts
3 comments:
My mega cap (+100B market cap) selection is up 5,3% in March. S&P is up 1,14%.
Stocks to buy for April are ABBV, AMGN and MO.
Mega caps on MF list one year ago: AMGN +11,44%; CSCO: +25,88%; MO: -7,85%; ORCL: +17,40%. On average up 11,72%, not included 3,08% dividend yield. S&P500 performance last year: +7,33%. Mega caps outperform!
Dividend yield >5% on MF list one year ago: BPT: +11,3%; CJREF: -4,94%; LB: -27,82%; NRT: -16,71%; PBI: -36,91%; TUP -47,13%. Horrible results, on average -20,37%. Avoid those bad stocks!
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