Mechanical Portfolio in the Black

Sit down, but if you had invested in my mechanical portfolio since end of January last year, you would actually have more money than the day you started! Maybe the stock market isn't a giant Ponzi scheme and these are real companies making money. Sure you'd only be up 1.2%, but that beats the 15% you'd be down from the S&P 500. So my portfolio is beating the benchmark by a snappy 16 points. And the open stocks are even better, up by 12.6% and whipping the benchmark by 20 points!

Looks like no new stocks will be added this week as the list is pretty constant. QXM comes off the chart as they complete their year. Pity, they dropped 56% and I had bought them for real. They are still in the top 30 list, but to get in my portfolio, you have to be new to the list (not on it for past year).

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	2.55	-	132.08	2.08	-6.9%	-36.4%	29.5%
NVTL	3/22/08	8.98	6.08	-	132.08	2.08	-32.3%	-36.4%	4.1%
VRGY	3/22/08	17.42	7.62	-	132.08	2.08	-56.3%	-36.4%	-19.8%
DLX	4/6/08	19.58	11.70	1.00	136.89	2.08	-35.1%	-34.9%	-0.3%
NTRI	4/6/08	14.94	14.25	0.70	136.89	2.08	0.1%	-34.9%	34.9%
IUSA	4/6/08	5.28	4.77	-	136.89	2.08	-9.7%	-34.9%	25.2%
LRCX	4/11/08	41.08	27.81	-	133.38	2.08	-32.3%	-33.2%	0.9%
SLXP	4/11/08	6.47	10.88	-	133.38	2.08	68.2%	-33.2%	101.3%
CHRD	4/19/08	5.03	3.52	-	138.48	2.08	-30.0%	-35.6%	5.6%
QXM	4/26/08	6.26	2.73	-	139.60	2.64	-56.4%	-36.0%	-20.4%
MDP	5/9/08	33.79	21.32	0.65	138.90	2.64	-35.0%	-35.7%	0.7%
OMPI	5/9/08	7.11	5.87	-	138.90	2.64	-17.4%	-35.7%	18.3%
PPD	5/9/08	43.45	33.17	-	138.90	2.64	-23.7%	-35.7%	12.0%
ELNK	5/25/08	9.21	7.28	-	137.64	2.64	-21.0%	-35.1%	14.2%
FTAR.ob	5/25/08	4.37	2.90	1.00	137.64	2.64	-10.8%	-35.1%	24.4%
CHKE	5/31/08	27.25	18.11	1.50	140.35	2.64	-28.0%	-36.4%	8.3%
APKT	7/5/08	4.62	7.28	-	126.31	1.97	57.6%	-29.8%	87.4%
CSKI	7/5/08	11.06	14.60	-	126.31	1.97	32.0%	-29.8%	61.8%
VALU	7/5/08	32.00	25.54	1.20	126.31	1.97	-16.4%	-29.8%	13.4%
QCOR	7/26/08	4.84	4.55	-	125.48	1.97	-6.0%	-29.4%	23.4%
MSTR	8/1/08	60.56	39.41	-	126.16	1.97	-34.9%	-29.7%	-5.2%
NVDA	8/8/08	11.00	11.43	-	129.37	1.97	3.9%	-31.5%	35.4%
SWIR	8/8/08	12.41	5.52	-	129.37	1.97	-55.5%	-31.5%	-24.0%
CF	8/8/08	134.65	71.09	0.10	129.37	1.97	-47.1%	-31.5%	-15.6%
SIGM	8/8/08	15.93	12.35	-	129.37	1.97	-22.5%	-31.5%	9.0%
EGMI.OB	9/5/08	0.69	0.61	-	124.42	1.97	-11.6%	-28.8%	17.2%
KHD	9/15/08	20.68	8.81	-	126.09	1.97	-57.4%	-29.7%	-27.7%
TTWO	9/22/08	16.57	8.86	-	124.12	1.97	-46.5%	-28.6%	-17.9%
SCMP	9/29/08	8.29	7.89	-	120.85	1.28	-4.8%	-27.2%	22.4%
DTLK	9/29/08	4.34	3.24	-	120.85	1.28	-25.3%	-27.2%	1.9%
TRA	9/29/08	28.42	27.90	0.10	120.85	1.28	-1.5%	-27.2%	25.8%
MSB	10/10/08	10.12	9.29	0.11	88.50	1.28	-7.1%	-0.6%	-6.5%
UEPS	10/10/08	14.58	16.68	-	88.50	1.28	14.4%	-0.6%	15.0%
TSCM	10/17/08	3.67	2.42	0.03	93.21	1.28	-33.4%	-5.7%	-27.7%
EME	10/31/08	17.77	19.43	-	96.83	1.28	9.3%	-9.2%	18.5%
CTCM	10/31/08	7.40	8.20	-	96.83	1.28	10.8%	-9.2%	20.0%
PRGX	10/31/08	4.24	3.93	-	96.83	1.28	-7.3%	-9.2%	1.9%
HLF	11/7/08	20.17	20.83	0.40	93.86	1.28	5.3%	-6.3%	11.6%
GHM	11/7/08	13.60	12.98	0.02	93.86	1.28	-4.4%	-6.3%	1.9%
BIDZ	11/21/08	2.39	3.90	-	79.52	1.28	63.2%	10.6%	52.6%
KBR	11/21/08	10.45	15.86	0.10	79.52	1.28	52.7%	10.6%	42.1%
OPTV	11/21/08	0.94	1.57	-	79.52	1.28	67.0%	10.6%	56.4%
IBAS	11/21/08	1.21	0.93	-	79.52	1.28	-23.1%	10.6%	-33.7%
Vclk	11/28/08	6.17	9.90	-	90.09	1.28	60.5%	-2.4%	62.8%
DIVX	12/8/08	4.37	5.15	-	87.93	1.28	17.8%	0.0%	17.8%
MAXY	12/8/08	5.80	6.10	-	87.93	1.28	5.2%	0.0%	5.2%
ESIC	12/14/08	1.13	1.68	-	88.99	1.28	48.7%	-1.2%	49.9%
MSO	12/29/08	2.80	3.57	-	87.16	0.56	27.5%	0.1%	27.4%
TRMS	12/29/08	1.03	1.94	-	87.16	0.56	88.3%	0.1%	88.3%
WFR	12/29/08	13.43	15.44	-	87.16	0.56	15.0%	0.1%	14.9%
AHCI	1/5/09	1.15	1.49	-	92.96	0.56	29.6%	-6.2%	35.7%
CKSW	1/5/09	1.99	3.35	-	92.96	0.56	68.3%	-6.2%	74.5%
COH	2/16/09	13.97	22.52	-	82.76	0.56	61.2%	5.4%	55.8%
DELL	2/23/09	8.41	11.05	-	77.42	0.56	31.4%	12.7%	18.7%
SOLR	2/23/09	4.22	6.58	-	77.42	0.56	55.9%	12.7%	43.3%
DECK	3/2/09	41.27	59.45	-	73.93	0.56	44.1%	18.0%	26.1%
FWLT	3/2/09	15.04	22.73	-	73.93	0.56	51.1%	18.0%	33.2%
HCKT	3/2/09	2.56	2.14	-	73.93	0.56	-16.4%	18.0%	-34.4%
MWW	3/2/09	6.59	12.48	-	73.93	0.56	89.4%	18.0%	71.4%
PTIE	3/2/09	4.53	4.43	-	73.93	0.56	-2.2%	18.0%	-20.2%
TRLG	3/2/09	10.22	17.71	-	73.93	0.56	73.3%	18.0%	55.3%
qlti	3/9/09	1.41	1.98	-	68.92	0.56	40.4%	26.6%	13.9%
exbd	3/9/09	12.96	16.61	0.44	68.92	0.56	31.6%	26.6%	5.0%
FIX	3/16/09	9.73	10.70		76.09	0.56	10.0%	14.6%	-4.7%
DBTK	3/16/09	6.65	8.13	-	76.09	0.56	22.3%	14.6%	7.6%
LOOP	3/16/09	5.77	9.06	-	76.09	0.56	57.0%	14.6%	42.4%
PRO	3/30/09	4.29	6.49	-	81.61	-	51.3%	6.2%	45.1%
ACN	4/13/09	27.71	29.27	-	85.81	-	5.6%	1.0%	4.6%
INFI	4/20/09	5.83	5.97	-	87.08	-	2.4%	-0.5%	2.9%
						Totals	1.2%	-14.9%	16.0%
79.5% of stocks beat the S&P 500 Benchmark						Closed	-34.5%	-38.1%	3.7%
S&P C			86.66			Open	12.6%	-7.4%	20.0%