MATS Strategy – Top Stock Bargains Performance per month 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 first edition of the development of the MATS Strategy so far this year. You can read the results below – enjoy!

Quick statistics so far this year (until February 16th):

  • Since the release of my first list January 5th there have been 16 stocks included all together.
  • 10 out of the 16 stocks have had gains, and six of them have had losses.
  • Three 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).
  • Three new stocks were “bought” and taken into the portfolio Jan. 19th, and one stock Feb. 6th. (they are taken in at the same time as they receive an above average MATS Score).
  • Worst performer until February 16th is NIC Inc. (EGOV) with a loss of -17,6 %.
  • Best performer until February 16th is Unisys Corp. (UIS) with a gain of +33,5 %.
  • Average gain of all stocks included since Jan. 5th 2018: +5,0 %.
  • Performance of The S&P 500 Index since Jan. 5th 2018: -0,4 %.

Compared to the S&P 500 Index the MATS Strategy has outperformed the market with as much as 5,4 %.

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 Today (or Sales Price) Dividend Sales Date Sales Price Gain/Loss Total Gain/Loss YTD Price Jan 31st (or Sales Date) January Price Feb 16th (or Sales Date) February (so far)
AGX 2018-01-05 45,75 40,4 -11,7 % -11,7 % 43,6 -4,7 % 40,4 -7,3 %
AMAG 2018-01-05 14,55 18,5 27,1 % 27,1 % 14,35 -1,4 % 18,5 28,9 %
AMCX 2018-01-05 52,33 52,58 0,5 % 0,5 % 51,59 -1,4 % 52,58 1,9 %
EVC 2018-01-05 7,2 6,8 -5,6 % -5,6 % 6,95 -3,5 % 6,8 -2,2 %
GME 2018-01-05 18,68 16,4 -12,2 % -12,2 % 16,81 -10,0 % 16,4 -2,4 %
HRB 2018-01-05 26,79 28,04 4,7 % 4,7 % 26,54 -0,9 % 28,04 5,7 %
PBI 2018-01-05 11,51 12,75 Feb. 6th 12,75 10,8 % 10,8 % 14,11 22,6 % 12,75 -9,6 %
PDLI 2018-01-05 2,84 2,47 -13,0 % -13,0 % 2,76 -2,8 % 2,47 -10,5 %
SRNE 2018-01-05 5,1 6,4 Jan. 19th 6,4 25,5 % 25,5 % 6,4 25,5 %
SYNT 2018-01-05 23,67 26,87 13,5 % 13,5 % 22,55 -4,7 % 26,87 19,2 %
TRNC 2018-01-05 17,89 19,53 Jan. 19th 19,53 9,2 % 9,2 % 19,53 9,2 %
TVTY 2018-01-05 36,35 38,8 6,7 % 6,7 % 38,75 6,6 % 38,8 0,1 %
CJREF 2018-01-19 6,62 6,5 0,08 -0,6 % -0,6 % 6,85 3,5 % 6,5 -5,1 %
CNCE 2018-01-19 19,61 21,48 9,5 % 9,5 % 20,08 2,4 % 21,48 7,0 %
EGOV 2018-01-19 17 14 -17,6 % -17,6 % 16,6 -2,4 % 14 -15,7 %
UIS 2018-02-06 8,35 11,15 33,5 % 33,5 % 11,15 33,5 %

Average Performance:

5,0 %

5,0 %

January:

2,5 %

February:

3,1 %

S&P 500 Index 2018-01-05 2743 2732

S&P 500 Performance:

-0,4 %

-0,4 % 2824 January:

3,0 %

2732 February:

-3,3 %

S&P 500 Outperformance:

5,4 %

5,4 %

January:

-0,4 %

February:

6,4 %

Comments? Questions? Or maybe you would like my newsletter with weekly updates of the Top Stock Bargains in the US Markets, all for free? Please make a comment, include your e-mail address, and I will add you to my mail listings.