So my advice is don't take my advice!
I did buy a new stock today (recall I am about 20% in cash). I went with a new one TNDM. Don't know much about them, but they look decent (Neutral Tandem: Oversold and Underpriced). I have not pulled the trigger on Odyssey yet... we'll see.
Weekend is coming up (hooray!). Got another monthly tracking portfolio coming of age and she looks like a doozy! We should have all taken every penny we could have laid our hands on a year ago and spread it across the top 50 over 100m! Up 92%!
Finally, here is the latest peek at the top 50 mechanical portfolio:
| Symbol | Original | Current | Dividend | S&P O | S&P D | Stock Chg | S&P Chg | Diff | |
| DECK | 2/28/09 | 41.27 | 106.16 | - | 73.93 | 2.18 | 157.2% | 52.6% | 104.6% |
| KTII | 2/28/09 | 55.48 | 149.47 | - | 73.93 | 2.18 | 169.4% | 52.6% | 116.8% |
| INT | 2/28/09 | 29.01 | 48.48 | - | 73.93 | 2.18 | 67.1% | 52.6% | 14.5% |
| ICAD | 2/28/09 | 0.90 | 1.44 | - | 77.42 | 2.18 | 60.0% | 45.8% | 14.2% |
| EXBD | 3/6/09 | 12.96 | 22.92 | - | 68.92 | 2.18 | 76.9% | 63.7% | 13.1% |
| DISH | 3/6/09 | 9.27 | 19.87 | - | 68.92 | 2.18 | 114.3% | 63.7% | 50.6% |
| QLTI | 3/6/09 | 1.41 | 4.74 | - | 68.92 | 2.18 | 236.2% | 63.7% | 172.4% |
| SRDX | 3/6/09 | 16.87 | 19.22 | - | 68.92 | 2.18 | 13.9% | 63.7% | -49.8% |
| INFI | 4/16/09 | 5.83 | 6.14 | - | 87.08 | 1.62 | 5.3% | 28.9% | -23.6% |
| CRAY | 5/1/09 | 3.98 | 5.25 | - | 87.89 | 1.62 | 31.9% | 27.8% | 4.2% |
| TWX | 5/1/09 | 22.84 | 28.86 | - | 87.89 | 1.62 | 26.4% | 27.8% | -1.4% |
| RST | 5/1/09 | 29.83 | 17.34 | - | 87.89 | 1.62 | -41.9% | 27.8% | -69.6% |
| ulcm | 5/1/09 | 8.72 | 9.66 | - | 87.89 | 1.62 | 10.8% | 27.8% | -17.0% |
| AAV | 5/15/09 | 3.41 | 6.86 | - | 88.71 | 1.62 | 101.2% | 26.6% | 74.6% |
| AMED | 5/29/09 | 30.43 | 57.48 | - | 92.53 | 1.62 | 88.9% | 21.3% | 67.5% |
| UTA | 5/29/09 | 7.90 | 9.75 | - | 92.53 | 1.62 | 23.4% | 21.3% | 2.1% |
| PFE | 6/5/09 | 14.51 | 17.69 | - | 94.55 | 1.62 | 21.9% | 18.8% | 3.2% |
| VM | 6/5/09 | 4.55 | 5.50 | - | 94.55 | 1.62 | 20.9% | 18.8% | 2.1% |
| ONTY | 6/11/09 | 2.60 | 4.79 | - | 95.08 | 1.62 | 84.2% | 18.1% | 66.1% |
| BPI | 6/19/09 | 16.74 | 16.86 | - | 92.04 | 1.10 | 0.7% | 21.4% | -20.7% |
| GME | 6/19/09 | 22.95 | 17.51 | - | 92.04 | 1.10 | -23.7% | 21.4% | -45.1% |
| SHAW | 7/10/09 | 23.69 | 34.91 | - | 87.96 | 1.10 | 47.4% | 27.1% | 20.3% |
| RTN | 7/24/09 | 45.39 | 55.85 | 0.62 | 98.06 | 1.10 | 24.4% | 14.0% | 10.4% |
| CBZ | 7/31/09 | 6.54 | 6.28 | - | 98.81 | 1.10 | -4.0% | 13.1% | -17.1% |
| CBI | 7/31/09 | 13.95 | 21.66 | - | 98.81 | 1.10 | 55.3% | 13.1% | 42.2% |
| DRC | 7/31/09 | 29.11 | 31.85 | - | 98.81 | 1.10 | 9.4% | 13.1% | -3.7% |
| JEC | 7/31/09 | 40.98 | 39.40 | - | 98.81 | 1.10 | -3.9% | 13.1% | -17.0% |
| NPSP | 7/31/09 | 3.89 | 3.52 | - | 98.81 | 1.10 | -9.5% | 13.1% | -22.6% |
| ASGN | 7/31/09 | 4.23 | 6.80 | - | 98.81 | 1.10 | 60.8% | 13.1% | 47.6% |
| AGX | 8/7/09 | 12.35 | 15.48 | - | 98.81 | 1.10 | 25.3% | 13.1% | 12.2% |
| BBND | 8/7/09 | 4.00 | 2.86 | - | 98.81 | 1.10 | -28.5% | 13.1% | -41.6% |
| LHCG | 8/7/09 | 24.55 | 30.12 | - | 98.81 | 1.10 | 22.7% | 13.1% | 9.6% |
| RGR | 8/7/09 | 11.45 | 11.60 | - | 98.81 | 1.10 | 1.3% | 13.1% | -11.8% |
| PRIM | 8/7/09 | 6.95 | 8.28 | 0.05 | 100.79 | 1.10 | 19.9% | 10.9% | 9.0% |
| SEPR | 8/7/09 | 18.12 | 23.00 | - | 100.79 | 1.10 | 26.9% | 10.9% | 16.0% |
| CEU | 8/21/09 | 5.10 | 5.96 | - | 102.96 | 1.10 | 16.9% | 8.6% | 8.3% |
| CYTK | 8/21/09 | 3.04 | 3.15 | - | 102.96 | 1.10 | 3.6% | 8.6% | -4.9% |
| CMFO | 8/28/09 | 4.55 | 6.17 | - | 102.96 | 1.10 | 35.5% | 8.6% | 26.9% |
| NAVR | 9/4/09 | 1.79 | 1.93 | - | 102.60 | 1.10 | 7.8% | 8.9% | -1.1% |
| WTW | 9/11/09 | 26.00 | 30.15 | 0.35 | 104.77 | 1.10 | 17.3% | 6.7% | 10.6% |
| MIPS | 9/18/09 | 3.72 | 4.24 | - | 106.72 | 1.10 | 14.0% | 4.7% | 9.2% |
| ESI | 10/30/09 | 90.35 | 107.20 | - | 103.56 | 0.59 | 18.6% | 7.4% | 11.2% |
| VRSK | 10/30/09 | 27.43 | 27.98 | - | 103.56 | 0.59 | 2.0% | 7.4% | -5.4% |
| APOL | 11/6/09 | 55.99 | 59.69 | - | 107.13 | 0.59 | 6.6% | 3.9% | 2.7% |
| CBST | 11/6/09 | 17.60 | 20.83 | - | 107.13 | 0.59 | 18.4% | 3.9% | 14.5% |
| SNTA | 11/6/09 | 3.20 | 4.02 | - | 107.13 | 0.59 | 25.6% | 3.9% | 21.8% |
| IMMU | 11/6/09 | 3.61 | 3.86 | - | 107.13 | 0.59 | 6.9% | 3.9% | 3.1% |
| PBH | 11/13/09 | 6.95 | 8.04 | - | 109.62 | 0.59 | 15.7% | 1.5% | 14.2% |
| IDCC | 11/20/09 | 23.56 | 25.96 | - | 109.43 | 0.59 | 10.2% | 1.7% | 8.5% |
| PDLI | 11/27/09 | 6.63 | 6.98 | - | 109.57 | 0.59 | 5.3% | 1.5% | 3.7% |
| CBPO | 12/4/09 | 9.06 | 8.85 | - | 111.01 | 0.59 | -2.3% | 0.2% | -2.5% |
| XOMA | 12/4/09 | 0.72 | 0.47 | - | 111.01 | 0.59 | -34.7% | 0.2% | -34.9% |
| SHE | 12/31/09 | 5.15 | 8.44 | - | 111.44 | - | 63.9% | -0.7% | 64.6% |
| RAI | 1/15/10 | 53.81 | 53.14 | - | 113.64 | - | -1.2% | -2.6% | 1.4% |
| TRMS | 1/15/10 | 2.45 | 2.42 | - | 113.64 | - | -1.2% | -2.6% | 1.4% |
| SAI | 1/15/10 | 18.90 | 19.39 | - | 113.64 | - | 2.6% | -2.6% | 5.2% |
| NATH | 1/28/10 | 14.70 | 15.00 | - | 108.57 | - | 2.0% | 1.9% | 0.1% |
| SMED | 2/5/10 | 6.74 | 7.53 | - | 106.66 | - | 11.7% | 3.8% | 8.0% |
| SPMD | 2/5/10 | 36.63 | 40.50 | - | 106.66 | - | 10.6% | 3.8% | 6.8% |
| UIS | 2/5/10 | 34.25 | 35.56 | - | 106.66 | - | 3.8% | 3.8% | 0.1% |
| QKLS | 2/12/10 | 5.69 | 6.06 | - | 108.04 | - | 6.5% | 2.4% | 4.1% |
| MGIC | 2/12/10 | 1.78 | 1.81 | - | 108.04 | - | 1.7% | 2.4% | -0.7% |
| ESIC | 2/19/10 | 2.07 | 1.98 | - | 111.14 | - | -4.3% | -0.4% | -3.9% |
| ODSY | 2/19/10 | 17.89 | 17.86 | - | 111.14 | - | -0.2% | -0.4% | 0.3% |
| Top 50 Portfolio | |||||||||
| Totals | 20.3% | 1.2% | 19.1% | ||||||
| 57.% of stocks beat the S&P 500 Benchmark | Closed | 17.7% | -4.4% | 22.1% | |||||
| S&P C | 110.67 | Open | 33.4% | 20.1% | 13.2% | ||||
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