Current Holdings and Mechanical Portfolio

I did not buy AGX yesterday, despite good intentions. Just too few shares changes hands for me to get comfortable (about 5,300). I will still try to get in this week if volume picks up a bit.

Here are my current holdings and how they have done (part of my QXM holdings are coming up on their anniversary next week):

WILC	215%
CKSW	297%
UTA	84%
UEPS	69%
QXM	27%
HCKT	42%
CBI	49%
KHD	18%
ENDP	42%
BR	31%
AIRV	14%
PFE	27%
GME	24%
BKE	22%
GTLS	21%
BIOC	19%
WH	14%
CEU	16%
FRX	31%
AMED	15%
PVSW	18%
WTW	8%
CSKI	6%
PRIM	5%
RTN	3%
KSW	3%
QCOR	0%
JTX	-1%
JCOM	-3%
GIGM	-4%
CHCG	-7%
CMED	-10%

Then here is the top 30 mechanical portfolio:

Symbol		Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
EME	11/1/08	17.77	25.50	-	96.83	2.31	43.5%	15.8%	27.7%
CTCM	11/1/08	7.40	18.20	-	96.83	2.31	145.9%	15.8%	130.2%
PRGX	11/1/08	4.24	6.53	-	96.83	2.31	54.0%	15.8%	38.2%
HLF	11/7/08	20.17	37.17	0.40	93.86	2.31	86.3%	19.4%	66.8%
GHM	11/7/08	13.60	17.47	0.02	93.86	2.31	28.6%	19.4%	9.2%
BIDZ	11/22/08	2.39	3.07	-	79.52	2.31	28.5%	41.0%	-12.5%
KBR	11/22/08	10.45	24.01	0.10	79.52	2.31	130.7%	41.0%	89.8%
OPTV	11/22/08	0.94	1.55	-	79.52	2.31	64.9%	41.0%	23.9%
IBAS	11/22/08	1.21	2.28	-	79.52	2.31	88.4%	41.0%	47.5%
Vclk	11/29/08	6.17	13.74	-	90.09	2.31	122.7%	24.4%	98.3%
DIVX	12/8/08	4.37	5.23	-	87.93	2.31	19.7%	27.5%	-7.8%
MAXY	12/8/08	5.80	6.65	-	87.93	2.31	14.7%	27.5%	-12.8%
ESIC	12/13/08	1.13	1.76	-	88.99	2.31	55.7%	26.0%	29.8%
MSO	12/27/08	2.80	6.01	-	87.16	1.59	114.6%	27.8%	86.9%
TRMS	12/27/08	1.03	3.57	-	87.16	1.59	246.6%	27.8%	218.8%
WFR	12/27/08	13.43	15.75	-	87.16	1.59	17.3%	27.8%	-10.5%
AHCI	1/3/09	1.15	3.18	-	92.96	1.59	176.5%	19.8%	156.7%
CKSW	1/3/09	1.99	7.91	-	92.96	1.59	297.5%	19.8%	277.7%
COH	2/14/09	13.97	34.51	-	82.76	1.59	147.0%	34.6%	112.5%
DELL	2/21/09	8.41	15.36	-	77.42	1.59	82.6%	43.9%	38.8%
SOLR	2/21/09	4.22	5.59	-	77.42	1.59	32.5%	43.9%	-11.4%
DECK	2/28/09	41.27	91.50	-	73.93	1.59	121.7%	50.6%	71.1%
FWLT	2/28/09	15.04	33.52	-	73.93	1.59	122.9%	50.6%	72.2%
HCKT	2/28/09	2.56	3.26	-	73.93	1.59	27.3%	50.6%	-23.3%
MWW	2/28/09	6.59	18.61	-	73.93	1.59	182.4%	50.6%	131.7%
PTIE	2/28/09	4.53	5.77	-	73.93	1.59	27.4%	50.6%	-23.3%
TRLG	2/28/09	10.22	27.24	-	73.93	1.59	166.5%	50.6%	115.9%
qlti	3/6/09	1.41	3.90	-	68.92	1.59	176.6%	61.6%	115.0%
exbd	3/6/09	12.96	26.16	0.44	68.92	1.59	105.2%	61.6%	43.6%
FIX	3/13/09	9.73	11.47		76.09	1.59	17.9%	46.4%	-28.5%
DBTK	3/13/09	6.65	9.95	-	76.09	1.59	49.6%	46.4%	3.3%
LOOP	3/13/09	5.77	9.72	-	76.09	1.59	68.5%	46.4%	22.1%
PRO	3/27/09	4.29	9.02	-	81.61	1.03	110.3%	35.8%	74.5%
ACN	4/9/09	27.71	38.69	-	85.81	1.03	39.6%	29.1%	10.5%
INFI	4/16/09	5.83	5.95	-	87.08	1.03	2.1%	27.3%	-25.2%
TSRA	5/1/09	14.52	30.22	-	87.89	1.03	108.1%	26.1%	82.0%
RST	5/1/09	29.83	22.04	-	87.89	1.03	-26.1%	26.1%	-52.2%
ULCM.pk	5/1/09	2.18	2.60	-	87.89	1.03	19.3%	26.1%	-6.8%
TYPE	5/1/09	3.80	8.52	-	87.89	1.03	124.2%	26.1%	98.1%
CRAY	5/1/09	3.98	8.27	-	87.89	1.03	107.8%	26.1%	81.7%
INT	5/8/09	41.90	54.15	-	92.98	1.03	29.2%	19.2%	10.1%
IPHS	5/15/09	15.03	21.76	-	88.71	1.03	44.8%	24.9%	19.9%
GNI	5/29/09	86.75	93.49	1.80	92.53	1.03	9.8%	19.8%	-9.9%
UTA	5/29/09	7.90	14.57	-	92.53	1.03	84.4%	19.8%	64.7%
FRX	6/5/09	23.66	30.25	-	94.55	1.03	27.9%	17.2%	10.7%
ONTY	6/11/09	2.60	4.63	-	95.08	1.03	78.1%	16.5%	61.5%
VM	6/11/09	4.24	4.55	-	95.08	1.03	7.3%	16.5%	-9.2%
BPI	6/19/09	16.74	17.21	-	92.04	0.51	2.8%	19.8%	-17.0%
MTXX	7/2/09	5.77	5.50	-	91.84	0.51	-4.7%	20.1%	-24.8%
JTX	7/2/09	5.74	5.43	-	91.84	0.51	-5.4%	20.1%	-25.5%
GIGM	7/24/09	4.98	4.81	-	98.06	0.51	-3.4%	12.5%	-15.9%
CBI	7/31/09	13.95	20.36	-	98.81	0.51	45.9%	11.6%	34.3%
BR	7/31/09	17.27	21.64	-	98.81	0.51	25.3%	11.6%	13.7%
LO	7/31/09	73.72	80.77	-	98.81	0.51	9.6%	11.6%	-2.1%
ITWO	8/7/09	14.36	17.45	-	101.20	0.51	21.5%	9.0%	12.5%
BKE	8/14/09	26.54	32.52	-	100.79	0.51	22.5%	9.4%	13.1%
GTLS	8/14/09	20.73	23.56	-	100.79	0.51	13.7%	9.4%	4.2%
PRIM	8/14/09	6.95	7.69	-	100.79	0.51	10.6%	9.4%	1.2%
SEPR	8/14/09	18.12	22.98	-	100.79	0.51	26.8%	9.4%	17.4%
PVSW	8/14/09	5.00	5.83	-	100.79	0.51	16.6%	9.4%	7.2%
CEU	8/21/09	5.10	6.28	-	102.96	0.51	23.1%	7.1%	16.0%
cytk	8/28/09	3.04	4.95	-	103.38	0.51	62.8%	6.7%	56.1%
jcom	8/28/09	22.14	22.29	-	103.38	0.51	0.7%	6.7%	-6.0%
AMED	9/4/09	35.00	41.33	-	102.06	0.51	18.1%	8.1%	10.0%
MIPS	9/18/09	3.72	4.16	-	106.72	0.51	11.8%	3.4%	8.5%
MHP	9/25/09	23.67	30.54	-	104.45	-	29.0%	5.1%	23.9%
AGX	10/16/09	12.50	12.65	-	108.89	-	1.2%	0.8%	0.4%
						Totals	32.6%	5.6%	27.0%
70.5% of stocks beat the S&P 500 Benchmark						Closed	-13.2%	-25.8%	12.5%
S&P C			109.79			Open	60.9%	25.7%	35.2%