Eyjafjallajoekull

Now that is a mouthful. But that mouthful is keeping me stranded in London away from my family. Really not much I can do. Some friends of mine are talking about alternatives including

1. driving to Glascow, where it is rumored flights are leaving
2. taking a train to Rome, Madrid or Lisbon, which may be open
3. Taking the Queen Mary to New York
4. finding a private jet that can fly lower

I suppose everyone has to do what they think is best, but my plan is to hunker down and wait for the all clear. I have a decent room, I am near work and London is a great connecting hub where they speak English.

In the meantime, might as well write my blog a bit. Life isn't so bad, I have Santana playing through Itunes, I saw a fun show in the West End last night and I have a high speed connection.

First, I did update the mechanical portfolios, one new stock added this week to both the top 30 and top 50 portfolios, BDSI. This is another of those biotech companies, with no real income stream but is on the list due to a one time event. While I have only ever bought one of these (CYTK) it should be noted that some of them have done quite well. XOMA is up 72% since hitting the top 30 list in early February. Here is the top 30 list of open stocks:

Symbol		Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
INFI	4/16/09	5.83	6.58	-	87.08	2.10	12.9%	41.7%	-28.8%
TSRA	5/1/09	14.52	21.55	-	87.89	2.10	48.4%	38.2%	10.2%
RST	5/1/09	29.83	26.04	-	87.89	2.10	-12.7%	38.2%	-50.9%
ulcm	5/1/09	8.72	9.86	-	87.89	2.10	13.1%	38.2%	-25.1%
TYPE	5/1/09	3.80	10.51	-	87.89	2.10	176.6%	38.2%	138.4%
CRAY	5/1/09	3.98	6.71	-	87.89	2.10	68.6%	38.2%	30.4%
INT	5/8/09	41.90	54.28	-	92.98	2.10	29.5%	30.6%	-1.1%
IPHS	5/15/09	15.03	28.33	0.68	88.71	2.10	93.0%	36.9%	56.1%
GNI	5/29/09	86.75	90.98	8.20	92.53	2.10	14.3%	31.3%	-16.9%
UTA	5/29/09	7.90	9.27	-	92.53	2.10	17.3%	31.3%	-13.9%
FRX	6/5/09	23.66	27.80	-	94.55	2.10	17.5%	28.5%	-11.0%
ONTY	6/11/09	2.60	3.80	-	95.08	2.10	46.2%	27.7%	18.4%
VM	6/11/09	4.24	5.50	-	95.08	2.10	29.7%	27.7%	2.0%
BPI	6/19/09	16.74	25.43	-	92.04	1.58	51.9%	31.4%	20.5%
MTXX	7/2/09	5.77	5.13	-	91.84	1.58	-11.1%	31.7%	-42.8%
JTX	7/2/09	5.74	1.56	-	91.84	1.58	-72.8%	31.7%	#######
GIGM	7/24/09	4.98	3.07	-	98.06	1.58	-38.4%	23.3%	-61.7%
CBI	7/31/09	13.95	24.31	-	98.81	1.58	74.3%	22.4%	51.9%
BR	7/31/09	17.27	22.57	0.42	98.81	1.58	33.1%	22.4%	10.7%
LO	7/31/09	73.72	77.35	3.00	98.81	1.58	9.0%	22.4%	-13.4%
ITWO	8/7/09	14.36	19.73	-	101.20	1.58	37.4%	19.5%	17.9%
BKE	8/14/09	26.54	38.32	2.20	100.79	1.58	52.7%	20.0%	32.7%
GTLS	8/14/09	20.73	24.44	-	100.79	1.58	17.9%	20.0%	-2.1%
PRIM	8/14/09	6.95	8.31	0.08	100.79	1.58	20.6%	20.0%	0.7%
SEPR	8/14/09	18.12	23.00	-	100.79	1.58	26.9%	20.0%	6.9%
PVSW	8/14/09	5.00	5.13	-	100.79	1.58	2.6%	20.0%	-17.4%
CEU	8/21/09	5.10	5.40	-	102.96	1.58	5.9%	17.5%	-11.6%
cytk	8/28/09	3.04	3.30	-	103.38	1.58	8.6%	17.0%	-8.4%
jcom	8/28/09	22.14	24.44	-	103.38	1.58	10.4%	17.0%	-6.6%
AMED	9/4/09	35.00	60.52	-	102.06	1.58	72.9%	18.5%	54.4%
MIPS	9/18/09	3.72	4.85	-	106.72	1.58	30.4%	13.3%	17.1%
MHP	9/25/09	23.67	34.76	0.46	104.45	1.07	48.8%	15.3%	33.5%
AGX	10/16/09	12.50	11.80	-	108.89	1.07	-5.6%	10.6%	-16.2%
BBND	10/30/09	3.70	3.57	-	103.56	1.07	-3.5%	16.3%	-19.8%
FLR	10/30/09	44.42	50.66	-	103.56	1.07	14.0%	16.3%	-2.2%
RGR	10/30/09	10.62	13.91	0.28	103.56	1.07	33.6%	16.3%	17.3%
RTN	10/30/09	45.28	58.32	0.69	103.56	1.07	30.3%	16.3%	14.0%
VRSK	10/30/09	27.43	28.02	-	103.56	1.07	2.2%	16.3%	-14.1%
immu	11/6/09	3.61	3.60	-	107.13	1.07	-0.3%	12.4%	-12.7%
cbst	11/6/09	17.60	23.79	-	107.13	1.07	35.2%	12.4%	22.8%
snta	11/6/09	3.20	4.15	-	107.13	1.07	29.7%	12.4%	17.3%
CNU	11/13/09	3.10	3.65	-	109.62	1.07	17.7%	9.9%	7.9%
IDCC	11/20/09	23.56	29.35	-	109.43	1.07	24.6%	10.1%	14.5%
PDLI	11/27/09	6.63	6.28	-	109.57	1.07	-5.3%	9.9%	-15.2%
ARO	12/4/09	28.95	45.89	-	111.01	1.07	58.5%	8.5%	50.0%
CBPO	12/4/09	9.06	11.40	-	111.01	1.07	25.8%	8.5%	17.3%
SHE	12/31/09	5.15	8.25	-	111.44	0.48	60.2%	7.5%	52.7%
SMED	2/5/10	6.74	7.35	-	106.66	0.48	9.1%	12.4%	-3.3%
SPMD	2/5/10	36.63	44.37	-	106.66	0.48	21.1%	12.4%	8.8%
XOMA	2/5/10	0.42	0.73	-	106.66	0.48	73.1%	12.4%	60.8%
MGIC	2/19/10	1.77	2.44	-	111.14	0.48	37.9%	7.8%	30.0%
UIS	2/26/10	34.91	36.60	-	110.74	0.48	4.8%	8.2%	-3.4%
SNTS	3/5/10	4.87	3.59	-	114.25	0.48	-26.3%	4.9%	-31.2%
PRSC	3/12/10	14.18	17.15	-	115.46	0.48	20.9%	3.8%	17.2%
WTW	3/19/10	25.20	27.56	-	115.97	-	9.4%	2.9%	6.4%
QDEL	3/25/10	13.73	14.81	-	116.58	-	7.9%	2.4%	5.5%
BDSI	4/16/10	4.12	4.12	-	119.36	-	0.0%	0.0%	0.0%
						Totals	27.0%	9.6%	17.4%
60.7% of stocks beat the S&P 500 Benchmark						Closed	28.7%	2.3%	26.3%
S&P C			119.36			Open	25.0%	18.9%	6.0%

Then here are my current open stocks:

TTT	73%
CBI	78%
WILC	184%
AMED	69%
SHE	55%
BKE	52%
QCOR	58%
UEPS	32%
BIOC	36%
BR	39%
HCKT	30%
ENDP	39%
CMFO	43%
RTN	30%
RGR	32%
CBPO	25%
GTLS	25%
PRSC	20%
IDCC	24%
GXDX	21%
CYTK	27%
UTA	17%
PFE	22%
ESI	22%
LIWA	20%
UIS	6%
DNB	9%
PRIM	15%
TNDM	10%
FRX	20%
ODSY	7%
WTW	8%
JCOM	6%
QKLS	5%
PVSW	3%
NEWN	1%
CF	1%
RAI	2%
TRMS	0%
CEU	0%
AGX	-4%
CSKI	-6%
TSRA	-10%
KSW	-3%
CHCG	-63%
GIGM	-39%

As I mentioned earlier this week, not exactly smokin so far in 2010. Here are my annual gains per year since I started and cumulative, compared with Russell 3000:

MFI Annual Performance
	ITD	Annual
2006	10.74%	10.74%
2007	-6.57%	-15.63%
2008	-41.60%	-37.50%
2009	0.71%	72.47%
2010	5.32%	4.58%
IWV Annual Performance
	ITD	Annual
2006	11.23%	11.23%
2007	4.65%	-5.91%
2008	-30.54%	-33.63%
2009	-13.95%	23.87%
2010	-6.93%	8.16%