Friday, December 11, 2009

My "Mechanical" Stocks

I thought it would be interesting to see how my mechanical stocks have fared. For each stock, I show the date I bought it, the percentage change, and how the benchmark Russell 3000 has fared in the same time period. The top part of the table are stocks I still own and the bottom shows stocks that I sold early.

Overall I am beating the benchmark by about 9 points.



Values



Symbol Date Bought Price Pct Gain IWV Gain Diff
AGX 10/22/2009 $12.31 $12.20 -0.9% 1.2% -2.1%
AMED 9/8/2009 $35.86 $40.62 13.3% 7.6% 5.7%
BIOC 7/30/2009 $3.70 $3.95 6.8% 12.8% -6.0%
BKE 8/17/2009 $26.66 $28.30 13.7% 12.8% 0.9%
BR 7/30/2009 $16.53 $22.69 38.1% 12.8% 25.3%
CBI 7/30/2009 $13.62 $18.52 36.0% 12.8% 23.2%
CBPO 12/4/2009 $9.15 $9.20 0.5% 0.1% 0.4%
CEU 8/26/2009 $5.40 $6.05 12.0% 7.4% 4.6%
CKSW 1/5/2009 $1.99 $5.53 177.9% 23.2% 154.7%
CMFO 10/30/2009 $4.30 $7.80 81.4% 7.2% 74.2%
ESI 11/3/2009 $93.61 $90.94 -2.9% 6.2% -9.0%
FRX 6/9/2009 $23.10 $31.31 35.5% 18.4% 17.1%
GIGM 7/27/2009 $5.02 $3.53 -29.7% 13.2% -42.9%
GTLS 8/27/2009 $19.50 $18.39 -5.7% 7.3% -13.0%
HCKT 5/7/2009 $2.30 $2.72 18.3% 23.9% -5.6%
IDCC 11/17/2009 $23.62 $25.22 6.8% -0.2% 6.9%
JCOM 9/30/2009 $23.00 $19.49 -15.3% 4.4% -19.7%
JTX 6/29/2009 $5.55 $5.16 -7.0% 20.5% -27.5%

6/30/2009 $5.41 $5.16 -4.6% 21.3% -25.8%
PFE 6/9/2009 $14.13 $18.30 31.8% 18.4% 13.4%
PRIM 9/30/2009 $7.30 $8.16 11.8% 4.4% 7.4%
PVSW 8/18/2009 $4.96 $4.81 -3.0% 11.7% -14.7%
QKLS 11/20/2009 $5.75 $6.35 10.4% 1.7% 8.7%
RGR 10/30/2009 $10.59 $10.05 -4.2% 7.2% -11.4%
RTN 7/27/2009 $45.61 $52.74 16.3% 13.2% 3.1%
UTA 5/29/2009 $7.90 $9.07 14.8% 21.4% -6.6%
WTW 9/21/2009 $26.00 $27.71 7.3% 3.2% 4.1%














Average


17.0% 10.9% 6.1%
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%
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


22.8% 7.6% 15.1%
Open and Closed

19.1% 9.7% 9.3%

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