MATS Strategy – Top Stock Bargains Performance Month 2 and YTD

Author: AsgeirSince I started to share with you the Market Adjusted Total Score, and the Top Stock Bargains Watch List in the beginning of January this year, some people have been asking about the performance of the stocks that are included. So I thought, ok, let’s take a look into it. This is the second edition of the development of the MATS Strategy so far this year. You’ll find the first edition here: MATS Strategy – Performance 1st Edition You can read the results below – enjoy!

Quick statistics so far this year (until March 2nd):

  • Since the release of my first list January 5th there have been 18 stocks included all together.
  • 10 out of the 18 stocks have had gains, and eight of them have had losses.
  • Six of them have been “sold” and taken out of the portfolio during the period (they are taken out at the same time as they receive a below average MATS Score).
  • Six new stocks have been “bought” and taken into the portfolio since the start, three of them now in February (they are taken in at the same time as they receive an above average MATS Score).
  • Worst performer until March 2nd is NIC Inc. (EGOV) with a loss of -18,1 %.
  • Best performer until March 2nd is AMAG Pharmaceuticals Inc. (AMAG) with a gain of +35,1 %.
  • Average gain of all stocks included since Jan. 5th 2018: +4,3 %.
  • Performance of The S&P 500 Index since Jan. 5th 2018: -1,9 %.

Compared to the S&P 500 Index the MATS Strategy has outperformed the market with as much as 6,2 %.

You can get more information about the Top Bargains Watch lists and the Market Adjusted Total Score here:

Performance table:

Company Purchase date Buying Price Price March 2nd (or Sales Price) Dividend Sales Date Sales Price Gain/Loss Total Gain/Loss YTD Price Jan 31st (or at Sales Date) January Price Feb 28th (or at Sales Date) February
AGX 2018-01-05 45,75 40,4 -11,7 % -11,7 % 43,6 -4,7 % 39,95 -8,4 %
AMAG 2018-01-05 14,55 19,65 2018-02-23 19,65 35,1 % 35,1 % 14,35 -1,4 % 19,65 36,9 %
AMCX 2018-01-05 52,33 53,39 2,0 % 2,0 % 51,59 -1,4 % 52,57 1,9 %
EVC 2018-01-05 7,2 6,5 -9,7 % -9,7 % 6,95 -3,5 % 6,45 -7,2 %
GME 2018-01-05 18,68 15,93 0,38 -12,7 % -12,7 % 16,81 -10,0 % 15,69 -6,7 %
HRB 2018-01-05 26,79 24,69 -7,8 % -7,8 % 26,54 -0,9 % 25,33 -4,6 %
PBI 2018-01-05 11,51 12,75 2018-02-06 12,75 10,8 % 10,8 % 14,11 22,6 % 12,75 -9,6 %
PDLI 2018-01-05 2,84 2,54 -10,6 % -10,6 % 2,76 -2,8 % 2,4 -13,0 %
SRNE 2018-01-05 5,1 6,4 2018-01-19 6,4 25,5 % 25,5 % 6,4 25,5 %
SYNT 2018-01-05 23,67 26,98 2018-02-23 26,98 14,0 % 14,0 % 22,55 -4,7 % 26,98 19,6 %
TRNC 2018-01-05 17,89 19,53 2018-01-19 19,53 9,2 % 9,2 % 19,53 9,2 %
TVTY 2018-01-05 36,35 41,5 2018-02-23 41,5 14,2 % 14,2 % 38,75 6,6 % 41,5 7,1 %
CJREF 2018-01-19 6,62 5,99 0,08 -8,3 % -8,3 % 6,85 3,5 % 6,26 -7,4 %
CNCE 2018-01-19 19,61 22,59 15,2 % 15,2 % 20,08 2,4 % 21,88 9,0 %
EGOV 2018-01-19 17 13,85 0,08 -18,1 % -18,1 % 16,6 -2,4 % 13,5 -18,7 %
UIS 2018-02-06 8,35 11,25 34,7 % 34,7 % 11,2 34,1 %
MDCA 2018-02-23 8,75 8,2 -6,3 % -6,3 % 7,85 -10,3 %
RPXC 2018-02-23 10,2 10,45 2,5 % 2,5 % 10,03 -1,7 %

Average Performance MATS Strategy:

+4,3 %

4,3 % January:

+2,5 %

February:

+1,3 %

S&P 500 Index 2018-01-05 2743 2691

S&P 500 Index:

-1,9 %

-1,9 % 2824 January:

+3,0 %

2714 February:

-3,9 %

S&P 500 Outperformance:

+6,2 %

6,2 % January:

-0,4 %

February:

+5,2 %


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