New 7/29/10 Portfolio

I just initiated my 7/29/2010 tracking portfolio, which is a list of top 50 stocks > 100m. I also have two subsets of the larger portfolio, (1) stocks new to list in past year and (2) stocks with yields > 2.4%. For these three portfolios, here is how you would be doing if you started with 100k spread out evenly in 12 months of 2006:

Date	General	Russell 3000	New	High Yield
8/28/2009	7,589	7,756	7,652	11,539
9/25/2009	7,681	7,559	10,655	10,505
10/30/2009	7,062	7,617	6,139	11,393
11/27/2009	7,916	7,130	7,594	14,112
12/31/2009	8,672	7,618	9,447	12,382
1/22/2010	9,309	7,976	7,142	19,588
2/26/2010	8,518	8,299	9,832	19,177
3/25/2010	8,438	7,850	7,039	16,748
4/23/2010	9,802	8,544	10,975	19,799
5/28/2010	9,498	7,903	8,332	19,105
6/29/2010	7,915	8,270	9,757	15,391
7/29/2010	8,521	7,928	8,392	14,457
Total	100,921	94,450	102,957	184,196

Finally here are the "new" stocks this month:

Stock	Initial Price	End Price	Percent Change
SNDK	43.65	43.7	0%
PETS	15.81	15.95	1%
LIWA	8.62	8.73	1%
GRMN	28.55	28.51	0%
COCO	9.31	9.1	-2%
csgs	19.61	18.86	-4%

And here are the High Yield Stocks:

Stock	Initial Price	End Price	Percent Change
VALU	14.17	13.9	-1.9%
UNTD	6.42	6.32	-1.6%
USMO	14.66	14.83	1.2%
RTN	46.67	46.27	-0.9%
LO	75.8	76.24	0.6%
GRMN	28.55	28.51	-0.1%
HRB	15.45	15.68	1.5%

Might be time to buy Garmin... it is on both lists!