Blitz Continues

My Mechanical Portfolios continue to trounce everything insight.

Top 50 Portfolio
Totals	15.2%	-5.8%	21.0%
Closed	-28.8%	-32.6%	3.9%
Open	44.1%	11.9%	32.2%
Top 30 Portfolio
Totals	21.6%	-2.0%	23.6%
Closed	-18.0%	-32.8%	14.8%
Open	41.2%	13.2%	28.0%

Those are truly eye-popping numbers. And I have been slowly transitioning to move my entire portfolio to mechanically picked stocks. Here is how they're faring:

Status	Stock	My Gain	Actual Gain
sold	AHCI	56%	125%
own	CKSW	257%	257%
sold	DELL	11%	69%
sold	SOLR	72%	15%
sold	DELL	10%	67%
sold	DBTK	5%	30%
sold	RST	-9%	-32%
own	HCKT	12%	12%
sold	RST	-6%	-29%
own	UTA	53%	53%
sold	VM	18%	9%
own	PFE	13%	13%
own	FRX	20%	20%
own	PFE	16%	16%
sold	VM	22%	13%
own	GME	11%	11%
own	GME	22%	22%
sold	UTA	30%	44%
sold	VM	39%	52%
own	JTX	23%	23%
own	JTX	26%	26%
own	RTN	4%	4%
own	GIGM	-5%	-5%
own	BIOC	-5%	-5%
own	CBI	7%	7%
own	BR	22%	22%

You can see if I had not sold any prematurely, I'd be up 32% instead of the 28% I am up. Of course I re-invested the premature sales in other stocks, so I doubt it has cost me anything. But it also shows that I don't need to churn, but rather just hold for the year. I did not include in this list my purchases this week of BKE (+5.2%), SEPR (+2.2%) and PVSW (-3.3%).

I think I get earnings from GME tomorrow, keep your fingers crossed.

I did see a new Chinese stock appeared today, CEU. I have been trying to move a bit away from China as it is so volatile. If still on the list this weekend, I will decide.