Sunday, April 11, 2010

Mechanical Portfolios Update

Ok, I went back today and cleaned up some dividends etc in my mechanical portfolios. Both the top 30 and top 50 continue to beat the S&P 500 soundly, by about an astounding 17 points! Are you a believer? However, the current open stocks aren't winning by quite as much, though they are winning. Here are all the top 30 stocks since I started:

Symbol Date Original Current Dividend S&P O S&P D Stock Chg S&P Chg Diff
DTPI 2/2/08 4.75 2.60 0.35 139.58 2.72 -37.9% -38.7% 0.8%
AIRV 2/13/08 5.08 5.57 - 136.37 2.72 9.6% -37.3% 47.0%
CITP 2/16/08 9.98 2.21 - 135.14 2.72 -77.9% -36.7% -41.1%
PRXI 2/16/08 4.29 1.00 - 135.14 2.72 -76.7% -36.7% -39.9%
CAST 2/23/08 5.06 2.83 - 135.62 2.72 -44.1% -40.9% -3.2%
GSB 3/12/08 2.08 0.52 - 131.36 2.72 -75.0% -45.5% -29.5%
IGC 3/12/08 3.70 0.44 - 131.36 2.72 -88.1% -45.5% -42.6%
LGTY 3/12/08 6.70 4.78 0.09 131.36 2.72 -27.3% -45.5% 18.1%
MRX 3/12/08 19.45 10.26 0.12 131.36 2.08 -46.6% -46.0% -0.7%
DEPO 3/22/08 2.74 2.55 - 132.08 2.08 -6.9% -36.4% 29.5%
NVTL 3/22/08 8.98 6.08 - 132.08 2.08 -32.3% -36.4% 4.1%
VRGY 3/22/08 17.42 7.62 - 132.08 2.08 -56.3% -36.4% -19.8%
DLX 4/6/08 19.58 11.70 1.00 136.89 2.08 -35.1% -34.9% -0.3%
NTRI 4/6/08 14.94 14.25 0.70 136.89 2.08 0.1% -34.9% 34.9%
IUSA 4/6/08 5.28 4.77 - 136.89 2.08 -9.7% -34.9% 25.2%
LRCX 4/11/08 41.08 27.81 - 133.38 2.08 -32.3% -33.2% 0.9%
SLXP 4/11/08 6.47 10.88 - 133.38 2.08 68.2% -33.2% 101.3%
CHRD 4/19/08 5.03 3.52 - 138.48 2.08 -30.0% -35.6% 5.6%
QXM 4/26/08 6.26 2.73 - 139.60 2.64 -56.4% -36.0% -20.4%
MDP 5/9/08 33.79 28.51 0.65 138.90 2.64 -13.7% -31.2% 17.4%
OMPI 5/9/08 7.11 6.75 - 138.90 2.64 -5.1% -31.2% 26.1%
PPD 5/9/08 43.45 40.06 - 138.90 2.64 -7.8% -31.2% 23.4%
ELNK 5/25/08 9.21 7.36 - 137.64 2.64 -20.1% -33.4% 13.3%
FTAR.ob 5/25/08 4.37 0.87 3.00 137.64 2.64 -11.4% -33.4% 22.0%
CHKE 5/31/08 27.25 20.76 1.50 140.35 2.64 -18.3% -32.2% 13.9%
APKT 7/5/08 4.62 10.14 - 126.31 2.49 119.5% -26.9% 146.4%
CSKI 7/5/08 11.06 13.37 - 126.31 2.49 20.9% -26.9% 47.8%
VALU 7/5/08 32.00 33.31 1.20 126.31 2.49 7.8% -26.9% 34.8%
QCOR 7/26/08 4.84 5.67 - 125.48 2.49 17.1% -19.9% 37.0%
MSTR 8/1/08 60.56 60.92 - 126.16 2.49 0.6% -19.7% 20.3%
NVDA 8/6/08 11.00 13.71 - 129.37 2.49 24.6% -19.9% 44.5%
SWIR 8/6/08 12.41 8.15 - 129.37 2.49 -34.3% -19.9% -14.5%
CF 8/6/08 134.65 83.36 0.40 129.37 2.49 -37.8% -19.9% -17.9%
SIGM 8/6/08 15.93 15.87 - 129.37 2.49 -0.4% -19.9% 19.5%
EGMI.OB 9/6/08 0.69 1.49 - 124.42 2.49 115.9% -16.0% 131.9%
KHD 9/13/08 20.68 10.31 - 126.09 2.49 -50.1% -14.9% -35.2%
TTWO 9/20/08 16.57 11.73 - 124.12 2.49 -29.2% -12.0% -17.2%
SCMP 9/26/08 8.29 4.90 - 120.85 2.31 -40.9% -8.7% -32.2%
DTLK 9/26/08 4.34 3.65 - 120.85 2.31 -15.9% -8.7% -7.2%
TRA 9/26/08 28.42 36.27 0.30 120.85 2.31 28.7% -8.7% 37.4%
MSB 10/10/08 10.12 10.18 0.40 88.50 2.31 4.5% 24.6% -20.1%
UEPS 10/10/08 14.58 21.62 - 88.50 2.31 48.3% 24.6% 23.6%
TSCM 10/17/08 3.67 2.99 0.03 93.21 2.31 -17.8% 18.3% -36.2%
EME 11/1/08 17.77 23.62 - 96.83 2.31 32.9% 9.3% 23.6%
CTCM 11/1/08 7.40 16.08 - 96.83 2.31 117.3% 9.3% 108.0%
PRGX 11/1/08 4.24 5.18 - 96.83 2.31 22.2% 9.3% 12.8%
HLF 11/7/08 20.17 39.67 0.40 93.86 2.31 98.7% 16.6% 82.1%
GHM 11/7/08 13.60 16.70 0.02 93.86 2.31 22.9% 16.6% 6.3%
BIDZ 11/22/08 2.39 2.42 - 79.52 2.31 1.3% 40.5% -39.3%
KBR 11/22/08 10.45 18.89 0.20 79.52 2.31 81.7% 40.5% 41.2%
OPTV 11/22/08 0.94 1.50 - 79.52 2.31 59.6% 40.5% 19.1%
IBAS 11/22/08 1.21 2.26 - 79.52 2.31 86.8% 40.5% 46.3%
Vclk 11/29/08 6.17 9.65 - 90.09 2.31 56.4% 24.2% 32.2%
DIVX 12/8/08 4.37 5.07 - 87.93 2.31 16.0% 28.9% -12.9%
MAXY 12/8/08 5.80 5.54 - 87.93 2.31 -4.5% 28.9% -33.4%
ESIC 12/13/08 1.13 1.80 - 88.99 2.31 59.3% 27.3% 32.0%
MSO 12/27/08 2.80 4.94 - 87.16 2.18 76.4% 27.3% 49.1%
TRMS 12/27/08 1.03 2.62 - 87.16 2.18 154.4% 27.3% 127.0%
WFR 12/27/08 13.43 13.62 - 87.16 2.18 1.4% 27.3% -25.9%
AHCI 1/3/09 1.15 2.91 - 92.96 2.18 153.0% 25.6% 127.5%
CKSW 1/3/09 1.99 7.00 - 92.96 2.18 251.8% 25.6% 226.2%
COH 2/14/09 13.97 35.47 - 82.76 2.18 153.9% 33.2% 120.7%
DELL 2/21/09 8.41 13.47 - 77.42 2.18 60.2% 46.4% 13.8%
SOLR 2/21/09 4.22 5.62 - 77.42 2.18 33.2% 46.4% -13.2%
DECK 2/28/09 41.27 120.20 - 73.93 2.18 191.3% 52.7% 138.5%
FWLT 2/28/09 15.04 24.63 - 73.93 2.18 63.8% 52.7% 11.0%
HCKT 2/28/09 2.56 2.75 - 73.93 2.18 7.4% 52.7% -45.3%
MWW 2/28/09 6.59 13.95 - 73.93 2.18 111.7% 52.7% 59.0%
PTIE 2/28/09 4.53 6.05 - 73.93 2.18 33.6% 52.7% -19.2%
TRLG 2/28/09 10.22 24.56 - 73.93 2.18 140.3% 52.7% 87.6%
qlti 3/6/09 1.41 4.90 - 68.92 2.18 247.5% 68.9% 178.6%
exbd 3/6/09 12.96 26.21 0.74 68.92 2.18 107.9% 68.9% 39.0%
FIX 3/13/09 9.73 12.41 0.20 76.09 2.18 29.6% 55.8% -26.2%
DBTK 3/13/09 6.65 8.84 - 76.09 2.18 32.9% 55.8% -22.9%
LOOP 3/13/09 5.77 11.28 - 76.09 2.18 95.5% 55.8% 39.6%
PRO 3/27/09 4.29 9.71 - 81.61 2.10 126.3% 44.8% 81.5%
ACN 4/9/09 27.71 41.96 0.75 85.81 2.10 54.1% 40.3% 13.9%
Symbol
Original Current Dividend S&P O S&P D Stock Chg S&P Chg Diff
INFI 4/16/09 5.83 6.09 - 87.08 2.10 4.5% 39.7% -35.2%
TSRA 5/1/09 14.52 20.56 - 87.89 2.10 41.6% 38.4% 3.2%
RST 5/1/09 29.83 24.98 - 87.89 2.10 -16.3% 38.4% -54.7%
ulcm 5/1/09 8.72 10.10 - 87.89 2.10 15.8% 38.4% -22.6%
TYPE 5/1/09 3.80 10.01 - 87.89 2.10 163.4% 38.4% 125.0%
CRAY 5/1/09 3.98 6.37 - 87.89 2.10 60.1% 38.4% 21.6%
INT 5/8/09 41.90 57.16 - 92.98 2.10 36.4% 30.8% 5.6%
IPHS 5/15/09 15.03 29.58 0.68 88.71 2.10 101.3% 37.1% 64.2%
GNI 5/29/09 86.75 95.63 8.20 92.53 2.10 19.7% 31.5% -11.8%
UTA 5/29/09 7.90 9.86 - 92.53 2.10 24.8% 31.5% -6.7%
FRX 6/5/09 23.66 28.25 - 94.55 2.10 19.4% 28.7% -9.3%
ONTY 6/11/09 2.60 3.61 - 95.08 2.10 38.8% 27.9% 10.9%
VM 6/11/09 4.24 5.50 - 95.08 2.10 29.7% 27.9% 1.8%
BPI 6/19/09 16.74 23.60 - 92.04 1.58 41.0% 31.6% 9.4%
MTXX 7/2/09 5.77 5.06 - 91.84 1.58 -12.3% 31.9% -44.2%
JTX 7/2/09 5.74 1.63 - 91.84 1.58 -71.6% 31.9% #######
GIGM 7/24/09 4.98 3.18 - 98.06 1.58 -36.1% 23.5% -59.7%
CBI 7/31/09 13.95 23.95 - 98.81 1.58 71.7% 22.6% 49.1%
BR 7/31/09 17.27 21.85 0.42 98.81 1.58 29.0% 22.6% 6.4%
LO 7/31/09 73.72 77.01 3.00 98.81 1.58 8.5% 22.6% -14.1%
ITWO 8/7/09 14.36 19.73 - 101.20 1.58 37.4% 19.7% 17.7%
BKE 8/14/09 26.54 37.68 2.20 100.79 1.58 50.3% 20.2% 30.1%
GTLS 8/14/09 20.73 21.63 - 100.79 1.58 4.3% 20.2% -15.8%
PRIM 8/14/09 6.95 8.13 0.08 100.79 1.58 18.1% 20.2% -2.1%
SEPR 8/14/09 18.12 23.00 - 100.79 1.58 26.9% 20.2% 6.8%
PVSW 8/14/09 5.00 5.16 - 100.79 1.58 3.2% 20.2% -17.0%
CEU 8/21/09 5.10 5.45 - 102.96 1.58 6.9% 17.6% -10.8%
cytk 8/28/09 3.04 3.49 - 103.38 1.58 14.8% 17.2% -2.4%
jcom 8/28/09 22.14 23.77 - 103.38 1.58 7.4% 17.2% -9.8%
AMED 9/4/09 35.00 57.47 - 102.06 1.58 64.2% 18.7% 45.5%
MIPS 9/18/09 3.72 4.61 - 106.72 1.58 23.9% 13.5% 10.4%
MHP 9/25/09 23.67 35.81 0.46 104.45 1.07 53.2% 15.5% 37.8%
AGX 10/16/09 12.50 13.19 - 108.89 1.07 5.5% 10.8% -5.3%
BBND 10/30/09 3.70 3.50 - 103.56 1.07 -5.4% 16.5% -21.9%
FLR 10/30/09 44.42 50.77 - 103.56 1.07 14.3% 16.5% -2.2%
RGR 10/30/09 10.62 13.47 0.28 103.56 1.07 29.5% 16.5% 13.0%
RTN 10/30/09 45.28 57.53 0.69 103.56 1.07 28.6% 16.5% 12.1%
VRSK 10/30/09 27.43 27.98 - 103.56 1.07 2.0% 16.5% -14.5%
immu 11/6/09 3.61 3.57 - 107.13 1.07 -1.1% 12.6% -13.7%
cbst 11/6/09 17.60 23.02 - 107.13 1.07 30.8% 12.6% 18.2%
snta 11/6/09 3.20 4.42 - 107.13 1.07 38.1% 12.6% 25.5%
CNU 11/13/09 3.10 3.58 - 109.62 1.07 15.5% 10.0% 5.4%
IDCC 11/20/09 23.56 29.11 - 109.43 1.07 23.6% 10.2% 13.3%
PDLI 11/27/09 6.63 6.39 - 109.57 1.07 -3.6% 10.1% -13.7%
ARO 12/4/09 28.95 45.57 - 111.01 1.07 57.4% 8.7% 48.8%
CBPO 12/4/09 9.06 10.85 - 111.01 1.07 19.8% 8.7% 11.1%
SHE 12/31/09 5.15 8.23 - 111.44 0.48 59.8% 7.7% 52.1%
SMED 2/5/10 6.74 6.67 - 106.66 0.48 -1.1% 12.5% -13.6%
SPMD 2/5/10 36.63 42.10 - 106.66 0.48 14.9% 12.5% 2.4%
XOMA 2/5/10 0.42 0.61 - 106.66 0.48 45.9% 12.5% 33.4%
MGIC 2/19/10 1.77 2.37 - 111.14 0.48 33.9% 8.0% 25.9%
UIS 2/26/10 34.91 37.39 - 110.74 0.48 7.1% 8.4% -1.3%
SNTS 3/5/10 4.87 5.32 - 114.25 0.48 9.2% 5.1% 4.2%
PRSC 3/12/10 14.18 16.01 - 115.46 0.48 12.9% 4.0% 8.9%
WTW 3/19/10 25.20 27.03 - 115.97 - 7.3% 3.1% 4.2%
QDEL 3/25/10 13.73 14.32 - 116.58 - 4.3% 2.5% 1.7%
















Totals 26.6% 9.7% 16.9%
61.9% of stocks beat the S&P 500 Benchmark
Closed 28.7% 2.3% 26.3%
S&P C

119.55

Open 24.1% 19.4% 4.6%

Then here are all the top 50 stocks (originally top 100):

Symbol Date Original Current Dividend S&P O S&P D Stock Chg S&P Chg Diff
MFLO 1/26/08 12.42 22.01 - 133.04 1.31 77.2% -0.4% 77.6%
AIRV 2/2/08 5.22 5.09 - 139.58 2.72 -2.5% -38.7% 36.2%
CDNS 2/2/08 10.61 3.78 - 139.58 2.72 -64.4% -38.7% -25.7%
GHM 2/2/08 17.01 9.96 0.08 139.58 2.72 -41.0% -38.7% -2.3%
LIVE 2/2/08 5.25 1.50 - 139.58 2.72 -71.4% -38.7% -32.7%
VSEC 2/2/08 28.07 28.76 0.09 139.58 2.72 2.8% -38.7% 41.5%
CJR 2/13/08 21.81 11.10 0.48 136.37 2.72 -46.9% -37.3% -9.6%
FORM 2/13/08 20.09 16.06 - 136.37 2.72 -20.1% -37.3% 17.3%
MMS 2/13/08 37.32 37.59 0.42 136.37 2.72 1.8% -37.3% 39.2%
KLAC 2/16/08 40.75 19.70 0.60 135.14 2.72 -50.2% -36.7% -13.8%
NVTL 2/16/08 13.35 6.34 - 135.14 2.72 -52.5% -36.7% -15.8%
GSB 2/23/08 3.53 0.56 - 135.62 2.72 -84.1% -40.9% -43.2%
TPX 2/23/08 16.67 6.46 0.24 135.62 2.72 -59.8% -40.9% -18.9%
VSEA 2/23/08 32.87 18.90 - 135.62 2.72 -42.5% -40.9% -1.6%
BOLT 3/1/08 17.39 6.43 - 133.82 2.72 -63.0% -42.7% -20.3%
CHRD 3/1/08 5.78 2.14 - 133.82 2.72 -63.0% -42.7% -20.3%
MRX 3/1/08 20.47 11.28 0.12 133.82 2.72 -44.3% -42.7% -1.6%
ELOS 3/1/08 16.19 5.22 - 133.82 2.72 -67.8% -42.7% -25.0%
AMSWA 3/12/08 5.76 3.17 0.36 131.36 2.08 -38.7% -46.0% 7.2%
CRDN 3/12/08 29.28 14.87 - 131.36 2.08 -49.2% -46.0% -3.3%
CROX 3/12/08 20.59 1.19 - 131.36 2.08 -94.2% -46.0% -48.3%
DEPO 3/12/08 2.97 2.12 - 131.36 2.08 -28.6% -46.0% 17.3%
EME 3/12/08 22.24 14.31 - 131.36 2.08 -35.7% -46.0% 10.3%
ELNK 3/12/08 7.34 6.13 - 131.36 2.08 -16.5% -46.0% 29.5%
IGC 3/12/08 3.70 0.44 - 131.36 2.08 -88.1% -46.0% -42.2%
OMPI 3/12/08 9.55 4.05 - 131.36 2.08 -57.6% -46.0% -11.6%
SNVNF.PK 3/12/08 1.18 0.52 - 131.36 2.08 -56.3% -46.0% -10.3%
TBI 3/12/08 12.42 6.17 - 131.36 2.08 -50.3% -46.0% -4.4%
ALLI 3/22/08 4.08 4.43 - 132.08 2.08 8.6% -36.4% 45.0%
FIX 3/22/08 12.93 10.52 0.14 132.08 2.08 -17.6% -36.4% 18.8%
DWCH 3/22/08 3.18 1.18 - 132.08 2.08 -62.9% -36.4% -26.5%
TRA 3/22/08 35.85 28.25 0.40 132.08 2.08 -20.1% -36.4% 16.3%
NTRI 4/6/08 14.91 14.25 0.70 136.89 2.08 0.3% -34.9% 35.1%
BID 4/6/08 26.57 10.00 0.60 136.89 2.08 -60.1% -34.9% -25.2%
FDRY 4/11/08 11.57 16.66 - 133.38 2.08 44.0% -33.2% 77.1%
MWW 4/11/08 22.23 11.89 - 133.38 2.08 -46.5% -33.2% -13.4%
CHE 4/19/08 40.84 41.47 0.18 138.48 2.08 2.0% -35.6% 37.6%
SLP 4/19/08 1.71 1.19 - 138.48 2.08 -30.4% -35.6% 5.2%
LQDT 4/26/08 8.43 8.94 - 139.60 2.64 6.0% -36.0% 42.1%
NHWK 4/26/08 7.28 2.99 - 139.60 2.64 -58.9% -36.0% -22.9%
QCOR 5/2/08 4.38 4.49 - 141.51 2.64 2.5% -36.0% 38.5%
WINS 5/2/08 4.86 6.24 - 141.51 2.08 28.4% -34.7% 63.1%
SILC 5/2/08 8.80 6.73 - 141.51 2.64 -23.5% -36.0% 12.5%
SYX 5/2/08 16.50 16.93 - 141.51 2.64 2.6% -36.0% 38.6%
ASF 5/9/08 27.44 22.67 0.39 138.90 2.64 -16.0% -34.0% 18.0%
SWIR 5/9/08 17.73 6.08 - 138.90 2.64 -65.7% -34.0% -31.7%
SNCR 5/9/08 12.79 11.31 - 138.90 2.64 -11.6% -34.0% 22.4%
BR 5/16/08 21.68 17.39 0.19 142.66 2.64 -18.9% -35.8% 16.8%
PROJ 5/16/08 9.00 4.08 - 142.66 2.64 -54.7% -35.8% -18.9%
MD 5/16/08 55.75 41.67 - 142.66 2.64 -25.3% -35.8% 10.5%
NSR 5/25/08 22.27 19.59 - 137.64 2.64 -12.0% -33.4% 21.4%
SPSS 5/28/08 38.89 33.37 - 139.30 2.64 -14.2% -31.7% 17.5%
CSKI 5/31/08 13.30 14.74 - 140.35 2.64 10.8% -32.2% 43.0%
SIGM 5/31/08 18.50 15.46 - 140.35 2.64 -16.4% -32.2% 15.8%
ZINC 6/6/08 12.78 8.03 - 136.29 2.64 -37.2% -28.7% -8.5%
DYII 6/15/08 7.00 3.37 - 136.15 2.64 -51.8% -28.2% -23.6%
ESIC 6/21/08 3.44 1.58 - 131.58 2.64 -54.1% -28.0% -26.0%
NCMI 6/21/08 12.59 13.44 0.32 131.58 2.64 9.3% -28.0% 37.3%
BIDZ 6/28/08 8.85 2.96 - 127.53 2.64 -66.6% -25.9% -40.6%
RMCF 6/28/08 9.63 7.76 0.20 127.53 2.64 -17.3% -25.9% 8.6%
APKT 7/5/08 4.62 10.14 - 126.31 2.49 119.5% -26.9% 146.4%
HANS 7/5/08 25.25 30.17 - 126.31 2.49 19.5% -26.9% 46.4%
MTW 7/5/08 27.58 5.12 0.08 126.31 2.49 -81.1% -26.9% -54.2%
NVDA 7/5/08 12.49 10.90 - 126.31 2.49 -12.7% -26.9% 14.2%
BA 7/12/08 63.28 39.65 1.22 123.84 2.49 -35.4% -27.0% -8.4%
CHH 7/12/08 23.24 25.82 0.37 123.84 2.49 12.7% -27.0% 39.7%
MSFT 7/20/08 25.86 24.29 0.26 125.98 2.49 -5.1% -23.3% 18.2%
VCLK 7/20/08 10.20 11.28 - 125.98 2.49 10.6% -23.3% 33.9%
SHFK.PK 7/26/08 27.50 15.25 - 125.48 2.49 -44.5% -19.9% -24.7%
IBAS 7/26/08 3.90 1.86 - 125.48 2.49 -52.3% -19.9% -32.4%
CF 8/6/08 134.65 83.36 0.20 129.37 2.49 -37.9% -19.9% -18.1%
ANF 8/9/08 50.38 32.81 0.35 129.37 2.49 -34.2% -19.9% -14.3%
AYSI.OB 8/9/08 1.77 0.50 - 129.37 2.49 -71.8% -19.9% -51.9%
DEIX 8/9/08 1.70 0.16 - 129.37 2.49 -90.6% -19.9% -70.7%
PRFT 8/9/08 7.36 7.63 - 129.37 2.49 3.7% -19.9% 23.5%
TEX 8/9/08 47.22 16.93 - 129.37 2.49 -64.1% -19.9% -44.3%
DBTK 8/9/08 11.20 8.59 - 129.37 2.49 -23.3% -19.9% -3.5%
GRMN 8/9/08 37.09 32.31 0.38 129.37 2.49 -11.9% -19.9% 8.0%
KHD 8/9/08 25.26 10.80 - 129.37 2.49 -57.2% -19.9% -37.4%
LOOP 8/9/08 10.50 8.30 - 129.37 2.49 -21.0% -19.9% -1.1%
LO 8/9/08 68.41 72.81 1.84 129.37 2.49 9.1% -19.9% 29.0%
MPAA 8/9/08 6.60 4.75 - 129.37 2.49 -28.0% -19.9% -8.2%
STX 8/9/08 15.00 12.36 0.12 129.37 2.49 -16.8% -19.9% 3.1%
BARE 8/26/08 12.81 9.09 - 127.39 2.49 -29.0% -17.2% -11.8%
EGN 8/26/08 53.56 43.30 0.25 127.39 2.49 -18.7% -17.2% -1.5%
PRM 8/26/08 3.02 2.76 0.07 127.39 2.49 -6.3% -17.2% 10.9%
LOV 8/26/08 4.26 2.15 - 127.39 2.49 -49.6% -17.2% -32.4%
SCMP 8/31/08 9.50 5.92 - 128.79 2.49 -37.7% -17.8% -19.9%
EGMI.OB 9/6/08 0.69 1.49 - 124.42 2.49 115.9% -16.0% 131.9%
MLNX 9/6/08 10.61 14.07 - 124.42 2.49 32.6% -16.0% 48.6%
WFR 9/13/08 34.34 17.21 - 126.09 2.49 -49.9% -14.9% -34.9%
KBR 9/13/08 19.17 24.19 0.20 126.09 2.49 27.2% -14.9% 42.1%
DELL 9/20/08 16.63 16.69 - 124.12 2.49 0.4% -12.0% 12.4%
NGA 9/20/08 6.50 5.51 - 124.12 2.49 -15.2% -12.0% -3.2%
TTWO 9/20/08 16.57 11.73 - 124.12 2.49 -29.2% -12.0% -17.2%
FWLT 10/5/08 31.91 31.76 - 110.34 2.31 -0.5% 0.3% -0.7%
MOS 10/5/08 40.88 49.24 0.20 110.34 2.31 20.9% 0.3% 20.7%
WRLS 10/5/08 1.82 3.21 - 110.34 2.31 76.4% 0.3% 76.1%
TSCM 10/5/08 5.09 2.99 0.10 110.34 2.31 -39.3% 0.3% -39.5%
CTCM 10/10/08 9.02 17.60 - 88.50 2.31 95.1% 25.0% 70.1%
DAR 10/10/08 7.55 7.26 - 88.50 2.31 -3.8% 25.0% -28.8%
NOV 10/10/08 23.42 45.25 - 88.50 2.31 93.2% 25.0% 68.2%
PRGX 10/10/08 4.69 5.99 - 88.50 2.31 27.7% 25.0% 2.7%
PCP 10/10/08 54.15 103.32 0.12 88.50 2.31 91.0% 25.0% 66.0%
ALDN 10/10/08 9.64 11.49 - 88.50 2.31 19.2% 25.0% -5.8%
GPX 10/17/08 5.03 8.00 - 93.21 2.31 59.0% 18.7% 40.4%
BKE 11/1/08 26.34 30.01 2.60 96.83 2.31 23.8% 9.3% 14.5%
CYNO 11/1/08 8.76 10.02 - 96.83 2.31 14.4% 9.3% 5.1%
DHX 11/1/08 4.06 6.01 - 96.83 2.31 48.0% 9.3% 38.7%
GES 11/1/08 21.77 36.55 0.10 96.83 2.31 68.4% 9.3% 59.0%
HWAY 11/1/08 10.10 16.08 - 96.83 2.31 59.2% 9.3% 49.9%
WBC 11/1/08 18.37 23.72 0.07 96.83 2.31 29.5% 9.3% 20.2%
GTLS 11/7/08 11.62 18.86 - 93.86 2.31 62.3% 16.6% 45.7%
CDII 11/7/08 2.77 1.33 - 93.86 2.31 -52.0% 16.6% -68.6%
IPHS 11/7/08 19.97 20.87 0.17 93.86 2.31 5.4% 16.6% -11.2%
MSPD 11/7/08 1.31 4.03 - 93.86 2.31 207.6% 16.6% 191.0%
QLGC 11/7/08 11.49 18.30 - 93.86 2.31 59.3% 16.6% 42.7%
SCHN 11/7/08 27.07 44.64 - 93.86 2.31 64.9% 16.6% 48.3%
SVR 11/7/08 8.92 16.17 - 93.86 2.31 81.3% 16.6% 64.7%
TDC 11/7/08 14.48 28.62 - 93.86 2.31 97.7% 16.6% 81.1%
EBAY 11/7/08 14.19 23.34 - 96.83 2.31 64.5% 13.0% 51.5%
TKTM 11/15/08 5.87 11.00 - 86.62 2.31 87.4% 29.2% 58.2%
ERES 11/15/08 4.65 6.25 - 86.62 2.31 34.4% 29.2% 5.2%
FEED 11/15/08 1.76 4.17 - 86.62 2.31 136.9% 29.2% 107.7%
HCKT 11/15/08 2.57 2.88 - 86.62 2.31 12.1% 29.2% -17.2%
FLR 11/15/08 35.73 43.24 0.13 86.62 2.31 21.4% 29.2% -7.8%
GTI 11/15/08 4.79 14.78 - 86.62 2.31 208.6% 29.2% 179.3%
INTX 11/15/08 4.10 4.55 - 86.62 2.31 11.0% 29.2% -18.2%
MSO 11/15/08 3.91 5.22 - 86.62 2.31 33.5% 29.2% 4.3%
JCG 11/15/08 11.22 43.09 - 86.62 2.31 284.0% 29.2% 254.8%
MDR 11/15/08 7.80 23.05 - 86.62 2.31 195.5% 29.2% 166.3%
ABAT 11/22/08 1.34 3.41 - 79.52 2.31 154.5% 40.5% 114.0%
ADSK 11/22/08 14.37 23.81 - 79.52 2.31 65.7% 40.5% 25.2%
GIGM 11/22/08 3.79 4.09 - 79.52 2.31 7.9% 40.5% -32.6%
OPTV 11/22/08 0.94 1.50 - 79.52 2.31 59.6% 40.5% 19.1%
PRO 11/22/08 4.14 7.99 - 79.52 2.31 93.0% 40.5% 52.5%
WTSLA 11/22/08 2.20 3.02 - 79.52 2.31 37.3% 40.5% -3.2%
AIRT 11/29/08 6.08 9.42 - 90.09 2.31 54.9% 24.2% 30.8%
BSQR 11/29/08 2.48 2.22 - 90.09 2.31 -10.5% 24.2% -34.7%
CKSW 11/29/08 2.20 5.20 - 90.09 2.31 136.4% 24.2% 112.2%
IILG 11/29/08 5.30 11.24 - 90.09 2.31 112.1% 24.2% 87.9%
PBSO.PK 11/29/08 0.39 0.50 - 90.09 2.31 28.2% 24.2% 4.0%
DIVX 12/8/08 4.37 5.07 - 87.93 2.31 16.0% 28.9% -12.9%
GSIT 12/8/08 2.94 4.58 - 87.93 2.31 55.8% 28.9% 26.9%
HGRD 12/8/08 1.35 4.54 - 87.93 2.31 236.3% 28.9% 207.4%
ISIL 12/8/08 7.92 14.46 0.12 87.93 2.31 84.1% 28.9% 55.2%
MAXY 12/8/08 5.80 5.54 - 87.93 2.31 -4.5% 28.9% -33.4%
PVSW 12/8/08 3.80 5.24 - 87.93 2.31 37.9% 28.9% 9.0%
DDMX 12/13/08 11.13 18.35 - 88.99 2.31 64.9% 27.3% 37.5%
PSOF 12/13/08 2.74 5.11 - 88.99 2.31 86.5% 27.3% 59.2%
ITWO 12/27/08 5.61 19.12 - 87.16 2.18 240.8% 24.2% 216.6%
JOYG 12/27/08 21.95 51.57 - 87.16 2.18 134.9% 24.2% 110.7%
TRMS 12/27/08 1.03 2.62 - 87.16 2.18 154.4% 24.2% 130.2%
CTGX 1/3/09 3.18 8.01 - 92.96 2.18 151.9% 25.6% 126.3%
PMD 1/3/09 6.44 7.35 0.58 92.96 2.18 23.1% 25.6% -2.5%
HPY 1/24/09 8.54 14.27 - 83.11 2.18 67.1% 31.8% 35.3%
HLIT 1/31/09 5.15 6.07 - 82.83 2.18 17.9% 32.3% -14.4%
HGT 1/31/09 13.06 16.62 0.65 82.83 2.18 32.2% 32.3% 0.0%
CNU 2/8/09 1.96 4.02 - 86.98 2.18 105.1% 25.1% 80.0%
SJT 2/8/09 19.05 20.40 0.55 86.98 2.18 10.0% 25.1% -15.1%
SGU 2/8/09 2.55 4.14 0.20 86.98 2.18 70.4% 25.1% 45.2%
TC 2/8/09 4.33 11.75 - 86.98 2.18 171.4% 25.1% 146.2%
bioc 2/14/09 3.72 4.40 - 82.76 2.18 18.3% 33.2% -14.9%
FORR 2/14/09 17.56 28.51 - 82.76 2.18 62.4% 33.2% 29.2%
ZYXI.OB 2/14/09 1.20 0.95 - 82.76 2.18 -20.8% 33.2% -54.0%
FRD 2/21/09 4.95 5.61 - 77.42 2.18 13.3% 46.4% -33.0%
SOLR 2/21/09 4.22 5.62 - 77.42 2.18 33.2% 46.4% -13.2%
MTXX 2/21/09 17.90 4.92 - 77.42 2.18 -72.5% 46.4% -118.9%
TYPE 2/21/09 3.02 9.61 - 77.42 2.18 218.2% 46.4% 171.8%
PTIE 2/21/09 5.41 6.22 - 77.42 2.18 15.0% 46.4% -31.4%
PDO 2/21/09 3.19 4.70 - 77.42 2.18 47.5% 46.4% 1.1%
SAPE 2/21/09 3.38 9.11 - 77.42 2.18 169.5% 46.4% 123.2%
VDSI 2/21/09 5.25 7.96 - 77.42 2.18 51.6% 46.4% 5.3%
IGTE 2/21/09 2.99 9.07 - 77.42 2.18 203.3% 46.4% 157.0%
DECK 2/28/09 41.27 120.20 - 73.93 2.18 191.3% 52.7% 138.5%
KTII 2/28/09 55.48 149.46 - 73.93 2.18 169.4% 52.7% 116.7%
INT 2/28/09 29.01 52.84 0.15 68.92 2.18 82.7% 63.8% 18.8%
ICAD 2/28/09 0.90 1.47 - 77.42 2.18 63.3% 45.8% 17.5%
EXBD 3/6/09 12.96 26.21 0.74 68.92 2.18 105.6% 68.9% 36.7%
DISH 3/6/09 9.27 21.18 - 68.92 2.18 128.5% 68.9% 59.6%
QLTI 3/6/09 1.41 4.90 - 68.92 2.18 247.5% 68.9% 178.6%
SRDX 3/6/09 16.87 19.87 - 68.92 2.18 17.8% 68.9% -51.1%
Symbol
Original Current Dividend S&P O S&P D Stock Chg S&P Chg Diff
INFI 4/16/09 5.83 6.09 - 87.08 2.10 4.5% 39.7% -35.2%
CRAY 5/1/09 3.98 6.37 - 87.89 2.10 60.1% 38.4% 21.6%
TWX 5/1/09 22.84 32.63 0.78 87.89 2.10 46.3% 38.4% 7.9%
RST 5/1/09 29.83 24.98 - 87.89 2.10 -16.3% 38.4% -54.7%
ulcm 5/1/09 8.72 10.10 - 87.89 2.10 15.8% 38.4% -22.6%
AAV 5/15/09 3.41 7.02 - 88.71 2.10 105.9% 37.1% 68.7%
AMED 5/29/09 30.43 57.47 - 92.53 2.10 88.9% 31.5% 57.4%
UTA 5/29/09 7.90 9.86 - 92.53 2.10 24.8% 31.5% -6.7%
PFE 6/5/09 14.51 17.25 0.50 94.55 2.10 22.3% 28.7% -6.3%
VM 6/5/09 4.55 5.50 - 94.55 2.10 20.9% 28.7% -7.8%
ONTY 6/11/09 2.60 3.61 - 95.08 2.10 38.8% 27.9% 10.9%
BPI 6/19/09 16.74 23.60 - 92.04 1.58 41.0% 31.6% 9.4%
GME 6/19/09 22.95 23.30 - 92.04 1.58 1.5% 31.6% -30.1%
SHAW 7/10/09 23.69 35.13 - 87.96 1.58 48.3% 37.7% 10.6%
RTN 7/24/09 45.39 57.53 1.00 98.06 1.58 28.9% 23.5% 5.4%
CBZ 7/31/09 6.54 6.61 - 98.81 1.58 1.1% 22.6% -21.5%
CBI 7/31/09 13.95 23.95 - 98.81 1.58 71.7% 22.6% 49.1%
DRC 7/31/09 29.11 33.99 - 98.81 1.58 16.8% 22.6% -5.8%
JEC 7/31/09 40.98 47.61 - 98.81 1.58 16.2% 22.6% -6.4%
NPSP 7/31/09 3.89 5.27 - 98.81 1.58 35.5% 22.6% 12.9%
ASGN 7/31/09 4.23 7.07 - 98.81 1.58 67.1% 22.6% 44.6%
AGX 8/7/09 12.35 13.19 - 98.81 1.58 6.8% 22.6% -15.8%
BBND 8/7/09 4.00 3.50 - 98.81 1.58 -12.5% 22.6% -35.1%
LHCG 8/7/09 24.55 33.74 - 98.81 1.58 37.4% 22.6% 14.8%
RGR 8/7/09 11.45 13.47 0.28 98.81 1.58 20.1% 22.6% -2.5%
PRIM 8/7/09 6.95 8.13 0.08 100.79 1.58 18.1% 20.2% -2.1%
SEPR 8/7/09 18.12 23.00 - 100.79 1.58 26.9% 20.2% 6.8%
CEU 8/21/09 5.10 5.45 - 102.96 1.58 6.9% 17.6% -10.8%
CYTK 8/21/09 3.04 3.49 - 102.96 1.58 14.8% 17.6% -2.8%
CMFO 8/28/09 4.55 6.72 - 102.96 1.58 47.7% 17.6% 30.0%
NAVR 9/4/09 1.79 2.17 - 102.60 1.58 21.2% 18.1% 3.2%
WTW 9/11/09 26.00 27.03 0.53 104.77 1.58 6.0% 15.6% -9.6%
MIPS 9/18/09 3.72 4.61 - 106.72 1.58 23.9% 13.5% 10.4%
ESI 10/30/09 90.35 109.92 - 103.56 1.07 21.7% 16.5% 5.2%
VRSK 10/30/09 27.43 27.98 - 103.56 1.07 2.0% 16.5% -14.5%
APOL 11/6/09 55.99 63.14 - 107.13 1.07 12.8% 12.6% 0.2%
CBST 11/6/09 17.60 23.02 - 107.13 1.07 30.8% 12.6% 18.2%
SNTA 11/6/09 3.20 4.42 - 107.13 1.07 38.1% 12.6% 25.5%
IMMU 11/6/09 3.61 3.57 - 107.13 1.07 -1.1% 12.6% -13.7%
PBH 11/13/09 6.95 9.01 - 109.62 1.07 29.6% 10.0% 19.6%
IDCC 11/20/09 23.56 29.11 - 109.43 1.07 23.6% 10.2% 13.3%
PDLI 11/27/09 6.63 6.39 - 109.57 1.07 -3.6% 10.1% -13.7%
CBPO 12/4/09 9.06 10.85 - 111.01 1.07 19.8% 8.7% 11.1%
XOMA 12/4/09 0.72 0.61 - 111.01 1.07 -15.1% 8.7% -23.7%
SHE 12/31/09 5.15 8.23 - 111.44 0.48 59.8% 7.7% 52.1%
RAI 1/15/10 53.81 54.47 0.90 113.64 0.48 2.9% 5.6% -2.7%
TRMS 1/15/10 2.45 2.33 - 113.64 0.48 -4.9% 5.6% -10.5%
SAI 1/15/10 18.90 17.51 - 113.64 0.48 -7.4% 5.6% -13.0%
NATH 1/28/10 14.70 15.31 - 108.57 0.48 4.1% 10.6% -6.4%
SMED 2/5/10 6.74 6.67 - 106.66 0.48 -1.1% 12.5% -13.6%
SPMD 2/5/10 36.63 42.10 - 106.66 0.48 14.9% 12.5% 2.4%
UIS 2/5/10 34.25 37.39 - 106.66 0.48 9.2% 12.5% -3.4%
QKLS 2/12/10 5.69 5.87 - 108.04 0.48 3.2% 11.1% -7.9%
MGIC 2/12/10 1.78 2.37 - 108.04 0.48 33.1% 11.1% 22.0%
ESIC 2/19/10 2.07 2.62 - 111.14 0.48 26.6% 8.0% 18.6%
ODSY 2/19/10 17.89 18.56 - 111.14 0.48 3.7% 8.0% -4.3%
HRB 2/26/10 17.28 18.33 0.15 110.74 0.48 6.9% 8.4% -1.4%
TNDM 2/26/10 16.12 16.15 - 110.74 0.48 0.2% 8.4% -8.2%
DEXO 2/26/10 29.80 28.82 - 110.74 0.48 -3.3% 8.4% -11.7%
AFAM 3/5/10 35.52 39.06 - 114.25 0.48 10.0% 5.1% 4.9%
DNB 3/5/10 69.95 74.49 - 114.25 0.48 6.5% 5.1% 1.4%
SNTS 3/5/10 4.87 5.32 - 114.25 0.48 9.2% 5.1% 4.2%
KIRK 3/12/10 20.11 23.02 - 115.46 0.48 14.5% 4.0% 10.5%
PRSC 3/12/10 14.18 16.01 - 115.46 0.48 12.9% 4.0% 8.9%
QDEL 3/25/10 13.73 14.32 - 116.58 - 4.3% 2.5% 1.7%
SVA 4/9/10 5.83 5.83 - 119.55 - 0.0% 0.0% 0.0%
VALU 4/9/10 22.07 22.07 - 119.55 - 0.0% 0.0% 0.0%






Top 50 Portfolio







Totals 21.7% 3.4% 18.3%
52.8% of stocks beat the S&P 500 Benchmark
Closed 22.5% -1.7% 24.2%
S&P C

119.55

Open 19.7% 17.3% 2.4%

2 comments:

Nathan said...

Hi Marsh,

I understand that the MFI strategy requires selling stocks held for 1 year. I am a bit confused by your post from 4/11 in which you present stocks you purchased in 2008. appreciate your comments.
regards, Nathan

Marsh_Gerda said...

Nathan - that post was just illustrating the point where JG said the one year was relatively arbitrary, more based on taxes than anything. He said he had tried holding for 2 and 3 years with success. So I simply tested what would happen if you purchased mechanical portfolio stocks one year after they came on the list.

MG