What I did today was looked at my monthly tracking portfolios, which I pull each month and track for a year the top 50 stocks greater than 100m. I took the tracking portfolios starting in January 2007 (a year into the tracking) and considered a stock "new" if it had not been in my tracking portfolios the prior 12 months. Here is a list of how the stocks have done:
| Date | Stats |
| 1/26/2007 | CREL $13.51 $7.97 -41.0% |
| 1/26/2007 | SHOO $30.93 $15.70 -49.2% |
| 1/26/2007 | TGB $2.58 $3.82 48.1% |
| 1/26/2007 | USMO $16.84 $11.82 -29.8% |
| 2/27/2007 | AVCI $6.79 $7.31 7.7% |
| 2/27/2007 | AXCA $15.92 $23.34 46.6% |
| 2/27/2007 | BWLRF.PK$1.63 $1.45 -11.0% |
| 2/27/2007 | MFB $18.20 $12.71 -30.2% |
| 2/27/2007 | DGX $50.57 $48.43 -4.2% |
| 3/26/2007 | ALOY $11.70 $7.65 -34.6% |
| 3/26/2007 | IVAC $27.94 $13.82 -50.5% |
| 4/27/2007 | ENDP $31.40 $24.80 -21.0% |
| 4/27/2007 | FCGI $10.07 $12.99 29.0% |
| 4/27/2007 | FTAR.OB $3.87 $5.10 31.8% |
| 4/27/2007 | GNI $101.99 $116.50 14.2% |
| 4/27/2007 | PDII $9.21 $8.65 -6.1% |
| 4/27/2007 | VGR $17.06 $17.23 1.0% |
| 5/29/2007 | AMAT $19.03 $19.54 2.7% |
| 5/29/2007 | BPT $58.42 $95.76 63.9% |
| 5/29/2007 | CHCG.OB $5.74 $1.63 -71.6% |
| 5/29/2007 | HURC $47.0 $35.83 -23.8% |
| 5/29/2007 | LXK $52.46 $36.54 -30.3% |
| 5/29/2007 | SCSS $17.88 $2.67 -85.1% |
| 5/29/2007 | SUPX $31.93 $25.60 -19.8% |
| 5/29/2007 | TZOO $26.05 $10.64 -59.2% |
| 5/29/2007 | UTMD $31.32 $30.25 -3.4% |
| 5/29/2007 | WDC $17.98 $36.74 104.3% |
| 7/3/2007 | DPZ $18.43 $10.59 -42.5% |
| 7/3/2007 | GLBL $27.02 $16.58 -38.6% |
| 7/3/2007 | HBMFF.PK$25.29 $13.93 -44.9% |
| 7/3/2007 | ICFI $20.71 $16.16 -22.0% |
| 7/3/2007 | PBT $11.72 $25.46 117.2% |
| 7/30/2007 | ARDNA $126.23 $146.29 15.9% |
| 7/30/2007 | HLYS $22.04 $4.75 -78.4% |
| 7/30/2007 | MSTR $75.25 $60.11 -20.1% |
| 7/30/2007 | SIMG $6.99 $7.40 5.9% |
| 7/30/2007 | TBV $3.66 $.95 -74.0% |
| 7/30/2007 | WMCO $16.86 $12.39 -26.5% |
| 7/30/2007 | BEBE $13.96 $10.22 -26.8% |
| 8/30/2007 | GIB $10.48 $10.71 2.2% |
| 8/30/2007 | PLTE $20.86 $23.46 12.5% |
| 8/30/2007 | FRX $37.59 $35.71 -5.0% |
| 8/30/2007 | GYI $31.07 $33.98 9.4% |
| 8/30/2007 | MVL $22.44 $33.82 50.7% |
| 8/30/2007 | RDYN $6.75 $1.24 -81.6% |
| 8/30/2007 | TRB $27.13 $33.98 25.2% |
| 9/27/2007 | ARO 66.8% |
| 9/27/2007 | ARP $19.01 $17.01 -10.5% |
| 9/27/2007 | ABC $44.37 $38.29 -13.7% |
| 9/27/2007 | BVSN.OB $2.20 $.69 -68.6% |
| 9/27/2007 | HOG $45.39 $40.04 -11.8% |
| 9/27/2007 | SAI $18.93 $20.10 6.2% |
| 9/27/2007 | HGG $11.39 $9.83 -13.7% |
| 11/2/2007 | AMSG $25.66 $24.94 -2.8% |
| 11/2/2007 | CUTR $20.75 $8.51 -59.0% |
| 11/2/2007 | IAR $23.02 $.38 -98.3% |
| 11/2/2007 | LCAV $15.08 $3.42 -77.3% |
| 11/2/2007 | MASI $31.89 $31.99 .3% |
| 11/2/2007 | MHP $45.50 $26.86 -41.0% |
| 11/2/2007 | PMTI $23.95 $11.44 -52.2% |
| 11/2/2007 | TRID $6.84 $1.81 -73.5% |
| 11/28/2007 | CITP $13.07 $3.13 -76.1% |
| 11/28/2007 | CSGS $16.62 $16.33 -1.7% |
| 11/28/2007 | PCR $53.65 $17.58 -67.2% |
| 11/28/2007 | RHI $25.29 $20.16 -20.3% |
| 12/28/2007 | EPAX $17.82 $9.25 -48.1% |
| 12/28/2007 | DTPI $6.63 $4.24 -36.0% |
| 12/28/2007 | HTRN $4.51 $2.37 -47.5% |
| 12/28/2007 | NOVA $4.28 $3.48 -18.7% |
| 1/25/2008 | CAST $5.80 $2.59 -55.3% |
| 1/25/2008 | LOJN $11.01 $4.16 -62.2% |
| 1/25/2008 | LGTY $9.61 $4.50 -53.2% |
| 1/25/2008 | PRXI $5.60 $1.04 -81.4% |
| 1/25/2008 | SLXP $6.66 $7.96 19.5% |
| 1/25/2008 | JCOM $18.97 $18.12 -4.5% |
| 2/26/2008 | AFCE $8.14 $3.92 -51.8% |
| 2/26/2008 | AIRV $5.0 $5.52 10.4% |
| 2/26/2008 | CJR $20.93 $9.58 -54.2% |
| 2/26/2008 | GHM $18.68 $7.61 -59.3% |
| 2/26/2008 | MMS $37.17 $34.13 -8.2% |
| 2/26/2008 | MDP $45.07 $11.28 -75.0% |
| 2/26/2008 | NVTL $11.39 $5.75 -49.5% |
| 2/26/2008 | RECN $17.13 $13.02 -24.0% |
| 2/26/2008 | IUSA $7.84 $2.61 -66.7% |
| 3/24/2008 | DEPO $3.0 $2.68 -10.7% |
| 3/24/2008 | ELNK $7.93 $6.82 -14.0% |
| 3/24/2008 | HIRE $10.58 $19.75 86.7% |
| 3/24/2008 | LNCR $28.12 $22.29 -20.7% |
| 3/24/2008 | MRX $19.68 $13.06 -33.6% |
| 3/24/2008 | OMPI $9.35 $6.06 -35.2% |
| 3/24/2008 | BID $29.23 $10.20 -65.1% |
| 3/24/2008 | TSRA $15.02 $12.80 -14.8% |
| 3/24/2008 | TBI $14.24 $9.05 -36.4% |
| 4/25/2008 | AMSWA $5.83 $5.63 -3.4% |
| 4/25/2008 | CHE $32.56 $40.91 25.6% |
| 4/25/2008 | CHRD $4.82 $3.27 -32.2% |
| 4/25/2008 | IDAR.PK $3.59 $.08 -97.7% |
| 4/25/2008 | NTRI $18.56 $14.67 -21.0% |
| 4/25/2008 | QXM $6.46 $2.73 -57.8% |
| 4/25/2008 | SOAP $6.98 $3.68 -47.3% |
| 4/25/2008 | TRA $41.34 $27.90 -32.5% |
| 5/28/2008 | FTAR.OB $1.24 $.90 -27.4% |
| 5/28/2008 | MLHR $23.75 $14.23 -40.1% |
| 5/28/2008 | QCOR $5.22 $4.26 -18.4% |
| 5/28/2008 | VGR $15.04 $14.65 -2.6% |
| 7/2/2008 | AYI $39.91 $28.05 -29.7% |
| 7/2/2008 | CALM $30.28 $24.96 -17.6% |
| 7/2/2008 | CSKI $11.20 $13.48 20.4% |
| 7/2/2008 | PROJ $6.82 $4.34 -36.4% |
| 7/2/2008 | HHS $10.50 $9.25 -11.9% |
| 7/2/2008 | LRCX $36.46 $26.0 -28.7% |
| 7/2/2008 | tpc $27.95 $17.36 -37.9% |
| 7/2/2008 | SWIR $13.80 $5.72 -58.6% |
| 7/2/2008 | SIGM $14.43 $16.04 11.2% |
| 7/2/2008 | SNCR $8.58 $12.27 43.0% |
| 7/2/2008 | USNA $26.65 $29.73 11.6% |
| 7/29/2008 | APKT $4.92 $10.11 105.5% |
| 7/29/2008 | CF $151.81 $79.35 -47.7% |
| 7/29/2008 | COH $25.93 $28.05 8.2% |
| 7/29/2008 | DBTK $9.96 $8.65 -13.2% |
| 7/29/2008 | ZINC $12.04 $10.32 -14.3% |
| 7/29/2008 | LO $66.11 $72.0 8.9% |
| 7/29/2008 | NVDA $11.65 $13.04 11.9% |
| 7/29/2008 | SHFK.PK $27.50 $14.50 -47.3% |
| 7/29/2008 | VCLK $11.30 $11.61 2.7% |
| 7/29/2008 | VIA-B $29.66 $23.75 -19.9% |
| 7/29/2008 | IBAS $3.95 $1.89 -52.2% |
| 8/29/2008 | BARE $12.44 $9.56 -23.2% |
| 8/29/2008 | EME $34.07 $24.03 -29.5% |
| 8/29/2008 | MTW $24.83 $6.71 -73.0% |
| 8/29/2008 | PRM $2.60 $2.69 3.5% |
| 8/29/2008 | SPSS $31.58 $49.83 57.8% |
| 8/29/2008 | SCMP $9.50 $5.92 -37.7% |
| 9/26/2008 | EGN $46.31 $43.33 -6.4% |
| 9/26/2008 | KBR $16.04 $23.51 46.6% |
| 9/26/2008 | KHD $21.80 $9.78 -55.1% |
| 9/26/2008 | WFR $29.17 $16.55 -43.3% |
| 9/26/2008 | MLNX $9.53 $14.28 49.8% |
| 9/26/2008 | MNST $16.68 $16.36 -1.9% |
| 9/26/2008 | TTWO $16.16 $10.43 -35.5% |
| 10/31/2008 | BKE $25.79 $27.07 5.0% |
| 10/31/2008 | CTCM $7.40 $14.01 89.3% |
| 10/31/2008 | FWLT $27.40 $29.71 8.4% |
| 10/31/2008 | GRMN $21.46 $32.32 50.6% |
| 10/31/2008 | KNXA $8.91 $12.72 42.8% |
| 10/31/2008 | MSB $13.44 $9.40 -30.1% |
| 10/31/2008 | UEPS $14.0 $18.85 34.6% |
| 10/31/2008 | ELOS $9.41 $9.70 3.1% |
| 10/31/2008 | TSCM $3.91 $2.52 -35.5% |
| 10/31/2008 | WBC $18.16 $19.35 6.6% |
| 10/31/2008 | WDC $16.47 $34.35 108.6% |
| 11/26/2008 | GTLS $8.81 $19.73 124.0% |
| 11/26/2008 | FIX $8.29 $11.96 44.3% |
| 11/26/2008 | DAR $5.07 $7.22 42.4% |
| 11/26/2008 | GIGM $4.79 $4.77 -.4% |
| 11/26/2008 | HCKT $2.84 $2.64 -7.0% |
| 11/26/2008 | LOOP $6.20 $8.06 30.0% |
| 11/26/2008 | MSO $3.42 $6.99 104.4% |
| 11/26/2008 | MWW $11.65 $16.36 40.4% |
| 11/26/2008 | PRGX $4.79 $5.16 7.7% |
| 11/26/2008 | TWLL $5.60 $9.15 63.4% |
| 11/26/2008 | TKTM $4.0 $9.88 147.0% |
| 11/26/2008 | TRLG $12.81 $23.37 82.4% |
| 12/26/2008 | BIDZ $4.70 $3.15 -33.0% |
| 12/26/2008 | DELL $10.65 $15.93 49.6% |
| 12/26/2008 | ITWO $5.61 $14.78 163.5% |
| 12/26/2008 | MAXY $9.16 $6.83 -25.4% |
| 12/26/2008 | OPTV $1.17 $1.33 13.7% |
| 12/26/2008 | PBT $12.98 $12.08 -6.9% |
| 1/23/2009 | ADSK $16.26 $23.92 47.1% |
| 1/23/2009 | DHX $2.91 $5.85 101.0% |
| 1/23/2009 | MOS $35.39 $49.81 40.7% |
| 1/23/2009 | PRO $4.52 $8.14 80.1% |
| 2/27/2009 | AOB $3.69 $5.17 40.1% |
| 2/27/2009 | DECK $41.27 $69.08 67.4% |
| 2/27/2009 | DIVX $4.63 $5.51 19.0% |
| 2/27/2009 | FLR $33.03 $53.58 62.2% |
| 2/27/2009 | GTI $5.65 $14.61 158.6% |
| 2/27/2009 | HPY $5.47 $12.56 129.6% |
| 2/27/2009 | IPHS $10.36 $19.63 89.5% |
| 2/27/2009 | JOYG $17.27 $39.34 127.8% |
| 2/27/2009 | MTXX $17.63 $5.30 -69.9% |
| 2/27/2009 | PTIE $4.53 $5.16 13.9% |
| 2/27/2009 | QLGC $9.22 $16.07 74.3% |
| 2/27/2009 | SAPE $3.83 $7.38 92.7% |
| 2/27/2009 | SOLR $4.27 $5.27 23.4% |
| 2/27/2009 | TC $3.11 $11.98 285.2% |
| 2/27/2009 | VDSI $4.94 $8.63 74.7% |
| 2/27/2009 | VLCM $7.96 $14.29 79.5% |
| 3/27/2009 | EXBD $14.69 $24.36 65.8% |
| 3/27/2009 | MD $29.41 $52.09 77.1% |
| 3/27/2009 | QLTI $1.75 $4.24 142.3% |
| 3/27/2009 | SRDX $18.89 $23.14 22.5% |
| 4/24/2009 | ARP $5.44 $9.30 71.0% |
| 4/24/2009 | CRAI $21.99 $28.12 27.9% |
| 4/24/2009 | GNI $77.02 $90.18 17.1% |
| 4/24/2009 | INFI $5.97 $7.22 20.9% |
| 4/24/2009 | TYPE $4.03 $8.13 101.7% |
| 4/24/2009 | NOV $31.50 $37.23 18.2% |
| 4/24/2009 | PFE $12.89 $16.81 30.4% |
| 5/29/2009 | AMED $30.43 $45.08 48.1% |
| 5/29/2009 | BR $16.49 $20.60 24.9% |
| 5/29/2009 | CRAY $4.30 $7.38 71.6% |
| 5/29/2009 | JTX $3.97 $5.90 48.6% |
| 5/29/2009 | ASGN $3.57 $4.29 20.2% |
| 5/29/2009 | TWX $23.27 $28.33 21.7% |
| 5/29/2009 | UTA $7.90 $10.06 27.3% |
| 5/29/2009 | INT $42.36 $46.75 10.4% |
| 6/29/2009 | DISH $16.10 $16.86 4.7% |
| 6/29/2009 | DRC $25.96 $30.80 18.6% |
| 6/29/2009 | GME $22.17 $23.47 5.9% |
| 6/29/2009 | IILG $9.26 $11.0 18.8% |
| 6/29/2009 | VM $4.08 $4.82 18.1% |
| 7/29/2009 | AHCI $2.39 $2.57 7.5% |
| 7/29/2009 | GIB $9.74 $10.36 6.4% |
| 7/29/2009 | CBI $13.42 $15.51 15.6% |
| 7/29/2009 | CBEH $6.05 $6.84 13.1% |
| 7/29/2009 | HRS $31.61 $35.04 10.9% |
| 7/29/2009 | NPSP $3.99 $4.22 5.8% |
| 7/29/2009 | RTN $46.57 $47.32 1.6% |
| 7/29/2009 | SHAW $28.47 $30.87 8.4% |
| 7/29/2009 | WTW $27.03 $27.66 2.3% |
| 7/29/2009 | WG $13.61 $12.92 -5.1% |
| 8/28/2009 | BBND $3.97 $3.97 .0% |
| 8/28/2009 | CEU $5.15 $5.15 .0% |
| 8/28/2009 | CMFO $4.55 $4.55 .0% |
| 8/28/2009 | CYTK $3.04 $3.04 .0% |
| 8/28/2009 | KNDL $13.22 $13.22 .0% |
| 8/28/2009 | LHCG $24.72 $24.72 .0% |
| 8/28/2009 | PRIM $7.04 $7.04 .0% |
| 8/28/2009 | SEPR $18.59 $18.59 .0% |
Obviously the ones at the very bottom are new to my portfolio I am just starting. Then here is a comparison of how the mechanicals have done against the Russell 3000 and the broader MFI portfolio month by month:
| Average of Percent Change | |||||
| Date | Total | IWV | Broader MFI | Beat Russell | Beat Broad |
| 1/26/2007 | -18.0% | -6.6% | -10.2% | 0 | 0 |
| 2/27/2007 | 1.8% | -1.0% | -3.7% | 1 | 1 |
| 3/26/2007 | -42.6% | -5.5% | -9.8% | 0 | 0 |
| 4/27/2007 | 8.2% | -5.0% | -10.9% | 1 | 1 |
| 5/29/2007 | -12.2% | -6.3% | -11.5% | 0 | 0 |
| 7/3/2007 | -6.2% | -15.6% | -30.0% | 1 | 1 |
| 7/30/2007 | -29.2% | -11.5% | -19.9% | 0 | 0 |
| 8/30/2007 | 1.9% | -8.7% | -12.5% | 1 | 1 |
| 9/27/2007 | -6.5% | -18.2% | -19.0% | 1 | 1 |
| 11/2/2007 | -50.5% | -34.3% | -40.4% | 0 | 0 |
| 11/28/2007 | -41.3% | -38.3% | -40.1% | 0 | 0 |
| 12/28/2007 | -37.6% | -40.0% | -36.3% | 1 | 0 |
| 1/25/2008 | -39.5% | -35.9% | -36.4% | 0 | 0 |
| 2/26/2008 | -42.0% | -36.8% | -51.7% | 0 | 1 |
| 3/24/2008 | -16.0% | -35.6% | -40.9% | 1 | 1 |
| 4/25/2008 | -33.3% | -34.4% | -25.6% | 1 | 0 |
| 5/28/2008 | -22.1% | -33.6% | -22.2% | 1 | 1 |
| 7/2/2008 | -12.2% | -25.3% | -11.7% | 1 | 0 |
| 7/29/2008 | -5.2% | -16.3% | -10.5% | 1 | 1 |
| 8/29/2008 | -17.0% | -17.9% | -13.8% | 1 | 0 |
| 9/26/2008 | -6.5% | -13.1% | -8.5% | 1 | 1 |
| 10/31/2008 | 25.8% | 9.9% | 17.8% | 1 | 1 |
| 11/26/2008 | 56.5% | 20.6% | 43.3% | 1 | 1 |
| 12/26/2008 | 26.9% | 21.7% | 36.5% | 1 | 0 |
| 1/23/2009 | 67.2% | 27.2% | 46.6% | 1 | 1 |
| 2/27/2009 | 79.2% | 43.1% | 74.4% | 1 | 1 |
| 3/27/2009 | 76.9% | 28.7% | 50.5% | 1 | 1 |
| 4/24/2009 | 41.0% | 20.3% | 29.7% | 1 | 1 |
| 5/29/2009 | 34.1% | 12.6% | 18.0% | 1 | 1 |
| 6/29/2009 | 13.2% | 11.8% | 12.8% | 1 | 1 |
| 7/29/2009 | 6.6% | 5.7% | 6.1% | 1 | 1 |
| 8/28/2009 | 0.0% | 0.0% | 0.0% | 0 | 1 |
| Grand Total | 4.3% | -7.4% | -4.1% | 1 | 1 |
So 20 of the 32 tracking months, the mechanical approach has beaten the broader MFI approach. In addition, it is up an average of 4.3% per month year while the broader MFI is down 4.1% and Russell 3000 is down 7.4%.
Convinced?
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