I just upped the ante!

Since my initial Magic Formula Fund is doing so well, I decided to start a second MF fund.  So on last Friday, I sold all assets in my current retirement account (~$142k) and invested them in 36 hand picked MF stocks. I will call this new group of stocks my second Magic Formula Fund - MFF2. There is about a 80% overlap with my initial Magic Formula Fund (MFF1) stocks. 

After 4 days, my MFF2 is lagging the market by about -0.13%.  Here are the details on my second fund's (MFF2) positions:

My approach in my second fund is a little different than the one I followed in my first fund (and the one mentioned in the Little book). The book suggests to invest equal amounts each month (or quarter) for a full year and then to cycle out and in each period going forward.

I had followed this approach in my first fund (MFF1) as it took me a full year to reach approximately 36k of invested capital  in 12 months. ~36 positions of ~1k each, about 3 positions per month. And after the 12th month, I have been cycling out 3 stocks ea month and investing in 3 new ones. 

In this 2nd fund (MFF2) I committed all 36 positions at once (each position is about $2750). The question is how should I cycle them out? 3 each month starting at month 1 or month 13 or month 7? And which ones should I cycle out first? Worst performers? Or randomly?

I think I will start cycling out 3 stocks starting at month 1. I am thinking of cycling out the worst performers first.  But before deciding on this 100%, I will do a little bit more analysis on how the bad performers of month1 of MFF1 did during the rest of the year.