Current Top 30 Mechanical Portfolio

Here is my current Mechanical Top 30 Portfolio. As a reminder, a stock gets added to the list if it hasn't been in the top 30 greater than $50m in the past 52 weeks. When it gets added, I hold it for a year. At the same time, I add a S&P 500 etf to track relative performance. I manually update for dividends, though it is possible I miss a few. As you can see at the bottom, the mechanical is trouncing the benchmark. I have been using this tacking approach since late January 2008.

Symbol		Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
EGMI.OB	9/6/08	0.69	1.48	-	124.42	2.49	114.5%	-14.9%	129.4%
KHD	9/13/08	20.68	9.78	-	126.09	2.49	-52.7%	-16.0%	-36.7%
TTWO	9/20/08	16.57	10.43	-	124.12	2.49	-37.1%	-14.7%	-22.3%
SCMP	9/26/08	8.29	5.92	-	120.85	1.80	-28.6%	-13.0%	-15.6%
DTLK	9/26/08	4.34	3.46	-	120.85	1.80	-20.3%	-13.0%	-7.3%
TRA	9/26/08	28.42	32.12	0.30	120.85	1.80	14.1%	-13.0%	27.0%
MSB	10/10/08	10.12	9.40	0.40	88.50	1.80	-3.2%	18.8%	-22.0%
UEPS	10/10/08	14.58	18.85	-	88.50	1.80	29.3%	18.8%	10.4%
TSCM	10/17/08	3.67	2.52	0.03	93.21	1.80	-30.7%	12.8%	-43.5%
EME	11/1/08	17.77	24.03	-	96.83	1.80	35.2%	8.6%	26.6%
CTCM	11/1/08	7.40	14.01	-	96.83	1.80	89.3%	8.6%	80.7%
PRGX	11/1/08	4.24	5.16	-	96.83	1.80	21.7%	8.6%	13.1%
HLF	11/7/08	20.17	30.72	0.40	93.86	1.80	54.3%	12.1%	42.2%
GHM	11/7/08	13.60	14.11	0.02	93.86	1.80	3.9%	12.1%	-8.2%
BIDZ	11/22/08	2.39	3.15	-	79.52	1.80	31.8%	32.3%	-0.5%
KBR	11/22/08	10.45	23.51	0.10	79.52	1.80	125.9%	32.3%	93.7%
OPTV	11/22/08	0.94	1.33	-	79.52	1.80	41.5%	32.3%	9.2%
IBAS	11/22/08	1.21	2.30	-	79.52	1.80	90.1%	32.3%	57.8%
Vclk	11/29/08	6.17	10.51	-	90.09	1.80	70.3%	16.7%	53.6%
DIVX	12/8/08	4.37	5.51	-	87.93	1.80	26.1%	19.6%	6.5%
MAXY	12/8/08	5.80	6.83	-	87.93	1.80	17.8%	19.6%	-1.9%
ESIC	12/13/08	1.13	1.74	-	88.99	1.80	54.0%	18.2%	35.8%
MSO	12/27/08	2.80	6.99	-	87.16	1.08	149.6%	19.8%	129.8%
TRMS	12/27/08	1.03	2.47	-	87.16	1.08	139.8%	19.8%	120.0%
WFR	12/27/08	13.43	16.55	-	87.16	1.08	23.2%	19.8%	3.4%
AHCI	1/3/09	1.15	2.57	-	92.96	1.08	123.5%	12.4%	111.1%
CKSW	1/3/09	1.99	6.76	-	92.96	1.08	239.7%	12.4%	227.3%
COH	2/14/09	13.97	29.27	-	82.76	1.08	109.5%	26.2%	83.3%
DELL	2/21/09	8.41	15.93	-	77.42	1.08	89.4%	34.9%	54.5%
SOLR	2/21/09	4.22	5.27	-	77.42	1.08	24.9%	34.9%	-10.0%
DECK	2/28/09	41.27	69.08	-	73.93	1.08	67.4%	41.3%	26.1%
FWLT	2/28/09	15.04	29.71	-	73.93	1.08	97.5%	41.3%	56.2%
HCKT	2/28/09	2.56	2.64	-	73.93	1.08	3.1%	41.3%	-38.2%
MWW	2/28/09	6.59	16.36	-	73.93	1.08	148.3%	41.3%	107.0%
PTIE	2/28/09	4.53	5.16	-	73.93	1.08	13.9%	41.3%	-27.4%
TRLG	2/28/09	10.22	23.37	-	73.93	1.08	128.7%	41.3%	87.4%
qlti	3/6/09	1.41	4.24	-	68.92	1.08	200.7%	51.6%	149.1%
exbd	3/6/09	12.96	24.36	0.44	68.92	1.08	91.4%	51.6%	39.8%
FIX	3/13/09	9.73	11.96		76.09	1.08	22.9%	37.3%	-14.4%
DBTK	3/13/09	6.65	8.78	-	76.09	1.08	32.0%	37.3%	-5.3%
LOOP	3/13/09	5.77	8.06	-	76.09	1.08	39.7%	37.3%	2.4%
PRO	3/27/09	4.29	8.14	-	81.61	0.52	89.7%	27.3%	62.4%
ACN	4/9/09	27.71	34.20	-	85.81	0.52	23.4%	21.1%	2.3%
INFI	4/16/09	5.83	7.22	-	87.08	0.52	23.8%	19.3%	4.5%
TSRA	5/1/09	14.52	25.06	-	87.89	0.52	72.6%	18.2%	54.4%
RST	5/1/09	29.83	22.58	-	87.89	0.52	-24.3%	18.2%	-42.5%
ULCM.pk	5/1/09	2.18	2.25	-	87.89	0.52	3.2%	18.2%	-15.0%
TYPE	5/1/09	3.80	8.13	-	87.89	0.52	113.9%	18.2%	95.7%
CRAY	5/1/09	3.98	7.38	-	87.89	0.52	85.4%	18.2%	67.2%
INT	5/8/09	41.90	46.75	-	92.98	0.52	11.6%	11.7%	-0.2%
IPHS	5/15/09	15.03	19.63	-	88.71	0.52	30.6%	17.1%	13.5%
GNI	5/29/09	86.75	90.18	1.80	92.53	0.52	6.0%	12.3%	-6.3%
UTA	5/29/09	7.90	10.06	-	92.53	0.52	27.3%	12.3%	15.1%
FRX	6/5/09	23.66	29.11	-	94.55	0.52	23.0%	9.9%	13.1%
ONTY	6/11/09	2.60	5.58	-	95.08	0.52	114.6%	9.3%	105.3%
VM	6/11/09	4.24	4.82	-	95.08	0.52	13.7%	9.3%	4.4%
BPI	6/19/09	16.74	18.51	-	92.04	-	10.6%	12.3%	-1.7%
MTXX	7/2/09	5.77	5.30	-	91.84	-	-8.1%	12.6%	-20.7%
JTX	7/2/09	5.74	5.90	-	91.84	-	2.8%	12.6%	-9.8%
GIGM	7/24/09	4.98	4.77	-	98.06	-	-4.2%	5.4%	-9.6%
CBI	7/31/09	13.95	15.51	-	98.81	-	11.2%	4.6%	6.6%
BR	7/31/09	17.27	20.60	-	98.81	-	19.3%	4.6%	14.7%
LO	7/31/09	73.72	72.13	-	98.81	-	-2.2%	4.6%	-6.8%
ITWO	8/7/09	14.36	14.78	-	101.20	-	2.9%	2.2%	0.8%
BKE	8/14/09	26.54	27.07	-	100.79	-	2.0%	2.6%	-0.6%
GTLS	8/14/09	20.73	19.73	-	100.79	-	-4.8%	2.6%	-7.4%
PRIM	8/14/09	6.95	7.04	-	100.79	-	1.3%	2.6%	-1.3%
SEPR	8/14/09	18.12	18.59	-	100.79	-	2.6%	2.6%	0.0%
PVSW	8/14/09	5.00	4.95	-	100.79	-	-1.0%	2.6%	-3.6%
CEU	8/21/09	5.10	5.15	-	102.96	-	1.0%	0.4%	0.6%
						Totals	23.3%	0.6%	22.8%
66.7% of stocks beat the S&P 500 Benchmark						Closed	-18.0%	-32.8%	14.8%
S&P C			103.38			Open	43.4%	16.8%	26.7%