Last Day of 2009/Decade

Wow, another decade has flown by, seems like just yesterday we were worried about Y2K. I am traveling still, so have limited access to my files. However, (gnashing of teeth) my early selling of stocks once again cost me. I mentioned about 10 days ago that I sold CKSW early as I wanted to get the tax benefit in 2009 (recall I had sold it briefly in the summer and bought it back so it was at a "loss"for me the 2nd time. I sold them at $5.52 and then several days later they gave very good guidance and popped back over $7. That had an opportunity cost of more than a few pennies. Then I sold CSKI early (at $18.54) as I was up 42% and it has been such a volatile stock. But it has been vbolatile in a good way, up to 22.72 this morning.

That being said, I have had a pretty good run while being in windy NH. I was down about 4% vs breakeven back then and now I am under 3%. In the same stretch I have expanded my lead over the Russell 3000 benchmark by about $5,000. However, if I hadn't sold the two stocks early, I'd be just 1.75% from breakeven (gnash).

Here are my current stocks and how they've done since I bought them:

QXM	42%
KHD	43%
WILC	190%
UEPS	56%
CBI	49%
AIRV	27%
CMFO	66%
BR	38%
UTA	34%
LIWA	22%
AMED	38%
CBPO	32%
HCKT	24%
PFE	33%
ENDP	24%
FRX	41%
AGX	15%
IDCC	15%
RTN	15%
QKLS	16%
CEU	15%
BIOC	12%
WTW	14%
BKE	18%
CYTK	10%
PRIM	8%
CF	3%
ESI	3%
KSW	1%
PVSW	-4%
RGR	-4%
TSRA	-6%
QCOR	-9%
JCOM	-11%
GTLS	-14%
WH	-16%
GIGM	-34%
JTX	-19%
CHCG	-51%

Then here is how the stocks I have purchased (some sold) using the mechanical approach (I am phasing completely to this in 2010) have fared:

Still Own	1
		Values
Symbol	Date	Bought	Price	Pct Gain	IWV Gain	Diff
AGX	10/22/2009	$12.31	$14.20	15.3%	3.0%	12.3%
AMED	9/8/2009	$35.86	$49.50	38.0%	9.6%	28.4%
BIOC	7/30/2009	$3.70	$4.13	11.6%	14.9%	-3.3%
BKE	8/17/2009	$26.66	$29.50	18.2%	14.9%	3.3%
BR	7/30/2009	$16.53	$22.74	38.4%	14.9%	23.5%
CBI	7/30/2009	$13.62	$20.33	49.3%	14.9%	34.4%
CBPO	12/4/2009	$9.15	$12.05	31.7%	2.0%	29.7%
CEU	8/26/2009	$5.40	$6.21	15.0%	9.4%	5.6%
CMFO	10/30/2009	$4.30	$7.13	65.8%	9.2%	56.6%
ESI	11/3/2009	$93.61	$96.45	3.0%	8.2%	-5.1%
FRX	6/9/2009	$23.10	$32.46	40.5%	20.6%	19.9%
GIGM	7/27/2009	$5.02	$3.30	-34.3%	15.3%	-49.6%
GTLS	8/27/2009	$19.50	$16.77	-14.0%	9.4%	-23.4%
HCKT	5/7/2009	$2.30	$2.84	23.5%	26.2%	-2.7%
IDCC	11/17/2009	$23.62	$27.10	14.7%	1.7%	13.0%
JCOM	9/30/2009	$23.00	$20.48	-11.0%	6.4%	-17.3%
JTX	6/29/2009	$5.55	$4.46	-19.6%	22.8%	-42.4%
	6/30/2009	$5.41	$4.46	-17.5%	23.5%	-41.1%
PFE	6/9/2009	$14.13	$18.50	33.2%	20.6%	12.6%
PRIM	9/30/2009	$7.30	$7.85	7.5%	6.4%	1.2%
PVSW	8/18/2009	$4.96	$4.77	-3.8%	13.8%	-17.6%
QKLS	11/20/2009	$5.75	$6.65	15.7%	3.6%	12.1%
RGR	10/30/2009	$10.59	$10.10	-3.7%	9.2%	-12.9%
RTN	7/27/2009	$45.61	$52.18	15.1%	15.3%	-0.3%
UTA	5/29/2009	$7.90	$10.56	33.7%	23.7%	10.0%
WTW	9/21/2009	$26.00	$29.35	13.6%	5.1%	8.5%
CYTK	12/21/2009	$2.59	$2.85	10.0%	0.7%	9.3%
Average				14.4%	12.1%	2.4%
Still Own	0
		Values
Symbol	Date	Bought	Sold	Pct Gain	IWV Gain	Diff
AHCI	1/5/2009	$1.11	$1.73	55.9%	0.2%	55.7%
CKSW	1/5/2009	$1.99	$5.52	177.4%	23.0%	154.4%
DBTK	3/16/2009	$6.70	$7.05	5.2%	14.7%	-9.5%
DELL	2/23/2009	$8.55	$9.52	11.3%	6.5%	4.9%
	2/27/2009	$8.66	$9.52	10.0%	7.4%	2.5%
FRX	6/9/2009	$23.10	$29.08	25.9%	11.1%	14.8%
GME	6/22/2009	$22.64	$25.76	13.8%	24.5%	-10.7%
	6/23/2009	$20.63	$22.65	9.8%	16.5%	-6.7%
PFE	6/5/2009	$14.46	$16.27	13.6%	11.2%	2.4%
RST	5/7/2009	$58.50	$54.00	-15.3%	0.4%	-15.7%
SEPR	8/17/2009	$17.86	$23.09	29.3%	1.4%	27.9%
SOLR	2/23/2009	$4.70	$8.09	72.1%	6.5%	65.7%
UTA	6/23/2009	$8.37	$10.90	30.2%	2.7%	27.5%
VM	6/5/2009	$4.38	$5.18	18.3%	4.5%	13.8%
	6/23/2009	$3.11	$4.33	39.2%	2.7%	36.5%
	6/6/2009	$4.23	$5.18	22.5%	4.5%	18.0%
Average				32.4%	8.6%	23.8%
Open and Closed				21.1%	10.9%	10.2%