Mechanical Portfolio Update

I was asked how I select my mechanical portfolio. It is quite simple. I have been pulling the top 25 (now top 30) stocks every weekend for years. A stock makes the mechanical portfolio if it is in the top 25 screen for the first time in more than a year. I then track the stock against the S&P 500 and sell it after a year. So far, the approach is losing money (as are all other long investing approaches) but is about 8 points better than the S&P. Here is a listing of all the stocks and their performance:

Symbol	Date	Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
DTPI	2/2/08	4.75	2.60	0.35	139.58	2.72	-37.9%	-38.7%	0.8%
AIRV	2/13/08	5.08	5.57	-	136.37	2.72	9.6%	-37.3%	47.0%
CITP	2/16/08	9.98	2.21	-	135.14	2.72	-77.9%	-36.7%	-41.1%
PRXI	2/16/08	4.29	1.00	-	135.14	2.72	-76.7%	-36.7%	-39.9%
CAST	2/23/08	5.06	2.83	-	135.62	2.72	-44.1%	-40.9%	-3.2%
GSB	3/12/08	2.08	0.52	-	131.36	2.72	-75.0%	-45.5%	-29.5%
IGC	3/12/08	3.70	0.44	-	131.36	2.72	-88.1%	-45.5%	-42.6%
LGTY	3/12/08	6.70	4.78	0.09	131.36	2.72	-27.3%	-45.5%	18.1%
MRX	3/12/08	19.45	10.26	0.12	131.36	2.08	-46.6%	-46.0%	-0.7%
DEPO	3/22/08	2.74	2.26	-	132.08	2.08	-17.5%	-40.4%	22.8%
NVTL	3/22/08	8.98	5.95	-	132.08	2.08	-33.7%	-40.4%	6.6%
VRGY	3/22/08	17.42	6.92	-	132.08	2.08	-60.3%	-40.4%	-19.9%
DLX	4/6/08	19.58	8.89	1.00	136.89	2.08	-49.5%	-42.4%	-7.0%
NTRI	4/6/08	14.94	13.29	0.70	136.89	2.08	-6.4%	-42.4%	36.1%
IUSA	4/6/08	5.28	3.13	-	136.89	2.08	-40.7%	-42.4%	1.7%
LRCX	4/11/08	41.08	23.24	-	133.38	2.08	-43.4%	-40.9%	-2.5%
SLXP	4/11/08	6.47	9.20	-	133.38	2.08	42.2%	-40.9%	83.1%
CHRD	4/19/08	5.03	2.47	-	138.48	2.08	-50.9%	-43.1%	-7.8%
QXM	4/26/08	6.26	2.15	-	139.60	2.08	-65.7%	-43.6%	-22.1%
MDP	5/9/08	33.79	15.64	0.65	138.90	2.08	-51.8%	-43.3%	-8.5%
OMPI	5/9/08	7.11	5.36	-	138.90	2.08	-24.6%	-43.3%	18.7%
PPD	5/9/08	43.45	30.78	-	138.90	2.08	-29.2%	-43.3%	14.1%
ELNK	5/25/08	9.21	6.43	-	137.64	2.08	-30.2%	-42.8%	12.6%
FTAR.ob	5/25/08	4.37	2.68	1.00	137.64	2.08	-15.8%	-42.8%	27.0%
CHKE	5/31/08	27.25	15.73	1.00	140.35	2.08	-38.6%	-43.9%	5.3%
APKT	7/5/08	4.62	5.55	-	126.31	1.41	20.1%	-38.2%	58.3%
CSKI	7/5/08	11.06	12.69	-	126.31	1.41	14.7%	-38.2%	52.9%
VALU	7/5/08	32.00	27.99	1.20	126.31	1.41	-8.8%	-38.2%	29.4%
QCOR	7/26/08	4.84	4.41	-	125.48	1.41	-8.9%	-37.7%	28.9%
MSTR	8/1/08	60.56	34.60	-	126.16	1.41	-42.9%	-38.1%	-4.8%
NVDA	8/8/08	11.00	9.53	-	129.37	1.41	-13.4%	-39.6%	26.3%
SWIR	8/8/08	12.41	2.89	-	129.37	1.41	-76.7%	-39.6%	-37.1%
CF	8/8/08	134.65	67.68	0.10	129.37	1.41	-49.7%	-39.6%	-10.0%
SIGM	8/8/08	15.93	12.77	-	129.37	1.41	-19.8%	-39.6%	19.8%
EGMI.OB	9/5/08	0.69	0.56	-	124.42	1.41	-18.8%	-37.2%	18.4%
KHD	9/15/08	20.68	7.94	-	126.09	1.41	-61.6%	-38.0%	-23.6%
TTWO	9/22/08	16.57	8.57	-	124.12	1.41	-48.3%	-37.1%	-11.2%
SCMP	9/29/08	8.29	5.66	-	120.85	0.72	-31.7%	-35.9%	4.2%
DTLK	9/29/08	4.34	2.65	-	120.85	0.72	-38.9%	-35.9%	-3.0%
TRA	9/29/08	28.42	26.60	0.10	120.85	0.72	-6.1%	-35.9%	29.9%
MSB	10/10/08	10.12	6.71	0.52	88.50	0.72	-28.6%	-12.5%	-16.1%
UEPS	10/10/08	14.58	13.79	-	88.50	0.72	-5.4%	-12.5%	7.1%
TSCM	10/17/08	3.67	1.97	0.03	93.21	0.72	-45.6%	-16.9%	-28.7%
EME	10/31/08	17.77	14.78	-	96.83	0.72	-16.8%	-20.0%	3.2%
CTCM	10/31/08	7.40	4.10	-	96.83	0.72	-44.6%	-20.0%	-24.6%
PRGX	10/31/08	4.24	2.97	-	96.83	0.72	-30.0%	-20.0%	-9.9%
HLF	11/7/08	20.17	13.51	0.40	93.86	0.72	-31.0%	-17.5%	-13.5%
GHM	11/7/08	13.60	9.04	0.02	93.86	0.72	-33.4%	-17.5%	-15.9%
BIDZ	11/21/08	2.39	3.37	-	79.52	0.72	41.0%	-2.6%	43.6%
KBR	11/21/08	10.45	13.83	0.10	79.52	0.72	33.3%	-2.6%	35.9%
OPTV	11/21/08	0.94	1.40	-	79.52	0.72	48.9%	-2.6%	51.6%
IBAS	11/21/08	1.21	0.81	-	79.52	0.72	-33.1%	-2.6%	-30.4%
Vclk	11/28/08	6.17	7.20	-	90.09	0.72	16.7%	-14.1%	30.7%
DIVX	12/8/08	4.37	4.85	-	87.93	0.72	11.0%	-11.9%	22.9%
MAXY	12/8/08	5.80	6.86	-	87.93	0.72	18.3%	-11.9%	30.2%
ESIC	12/14/08	1.13	2.08	-	88.99	0.72	84.1%	-13.0%	97.1%
MSO	12/29/08	2.80	2.12	-	87.16	-	-24.3%	-12.0%	-12.3%
TRMS	12/29/08	1.03	1.46	-	87.16	-	41.7%	-12.0%	53.7%
WFR	12/29/08	13.43	14.88	-	87.16	-	10.8%	-12.0%	22.8%
AHCI	1/5/09	1.15	1.20	-	92.96	-	4.3%	-17.5%	21.8%
CKSW	1/5/09	1.99	2.85	-	92.96	-	43.2%	-17.5%	60.7%
COH	2/16/09	13.97	15.03	-	82.76	-	7.6%	-7.3%	14.9%
DELL	2/23/09	8.41	9.88	-	77.42	-	17.5%	-0.9%	18.4%
SOLR	2/23/09	4.22	4.22	-	77.42	-	0.0%	-0.9%	0.9%
DECK	3/2/09	41.27	48.23	-	73.93	-	16.9%	3.8%	13.1%
FWLT	3/2/09	15.04	18.26	-	73.93	-	21.4%	3.8%	17.6%
HCKT	3/2/09	2.56	1.78	-	73.93	-	-30.5%	3.8%	-34.2%
MWW	3/2/09	6.59	7.34	-	73.93	-	11.4%	3.8%	7.6%
PTIE	3/2/09	4.53	4.15	-	73.93	-	-8.4%	3.8%	-12.1%
TRLG	3/2/09	10.22	10.60	-	73.93	-	3.7%	3.8%	0.0%
qlti	3/9/09	1.41	1.65	-	68.92	-	17.0%	11.3%	5.7%
exbd	3/9/09	12.96	13.94	0.44	68.92	-	11.0%	11.3%	-0.3%
FIX	3/16/09	9.73	10.01		76.09	-	2.9%	0.8%	2.1%
DBTK	3/16/09	6.65	5.56	-	76.09	-	-16.4%	0.8%	-17.2%
LOOP	3/16/09	5.77	5.60	-	76.09	-	-2.9%	0.8%	-3.8%
						Totals	-16.8%	-24.7%	7.9%
61.4% of stocks beat the S&P 500 Benchmark						Closed	-48.0%	-41.2%	-6.8%
S&P C			76.71