Quickie Mechanical Update

Like my monthly tracking portfolios and MagicDiligence's portfolio, my Mechanical portfolios are also going through some rough water. I guess value investing is not in vogue right now. As a reminder, my mechanical portfolios (I have 2, one is based on top 30 stocks over 50m and one is based on top 50 stocks over 50m) are purely defined by stocks that are new to the list in past 52 weeks. I then hold them for a year. Here is the top 50 list (no new stocks added this weekend):

Symbol		Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
RTN	7/24/09	45.39	48.81	1.00	98.06	1.58	9.7%	11.7%	-2.0%
CBZ	7/31/09	6.54	6.52	-	98.81	1.58	-0.3%	10.9%	-11.2%
CBI	7/31/09	13.95	19.78	-	98.81	1.58	41.8%	10.9%	30.9%
DRC	7/31/09	29.11	32.98	-	98.81	1.58	13.3%	10.9%	2.4%
JEC	7/31/09	40.98	37.97	-	98.81	1.58	-7.3%	10.9%	-18.2%
NPSP	7/31/09	3.89	6.44	-	98.81	1.58	65.6%	10.9%	54.7%
ASGN	7/31/09	4.23	5.37	-	98.81	1.58	27.0%	10.9%	16.1%
AGX	8/7/09	12.35	9.25	-	98.81	1.58	-25.1%	10.9%	-36.0%
BBND	8/7/09	4.00	3.17	-	98.81	1.58	-20.8%	10.9%	-31.6%
LHCG	8/7/09	24.55	24.83	-	98.81	1.58	1.1%	10.9%	-9.7%
RGR	8/7/09	11.45	15.01	0.28	98.81	1.58	33.5%	10.9%	22.7%
PRIM	8/7/09	6.95	6.45	0.08	100.79	1.58	-6.1%	8.7%	-14.8%
SEPR	8/7/09	18.12	23.00	-	100.79	1.58	26.9%	8.7%	18.3%
CEU	8/21/09	5.10	4.00	-	102.96	1.58	-21.6%	6.4%	-28.0%
CYTK	8/21/09	3.04	2.49	-	102.96	1.58	-18.1%	6.4%	-24.5%
CMFO	8/28/09	4.55	4.74	-	102.96	1.58	4.2%	6.4%	-2.2%
NAVR	9/4/09	1.79	2.23	-	102.60	1.58	24.6%	6.8%	17.8%
WTW	9/11/09	26.00	26.05	0.53	104.77	1.58	2.2%	4.5%	-2.3%
MIPS	9/18/09	3.72	5.28	-	106.72	1.58	41.9%	2.6%	39.3%
ESI	10/30/09	90.35	85.16	-	103.56	1.07	-5.7%	5.3%	-11.0%
VRSK	10/30/09	27.43	29.37	-	103.56	1.07	7.1%	5.3%	1.8%
APOL	11/6/09	55.99	44.44	-	107.13	1.07	-20.6%	1.8%	-22.4%
CBST	11/6/09	17.60	21.44	-	107.13	1.07	21.8%	1.8%	20.0%
SNTA	11/6/09	3.20	2.89	-	107.13	1.07	-9.7%	1.8%	-11.5%
IMMU	11/6/09	3.61	3.19	-	107.13	1.07	-11.6%	1.8%	-13.4%
PBH	11/13/09	6.95	7.72	-	109.62	1.07	11.1%	-0.5%	11.6%
IDCC	11/20/09	23.56	25.43	-	109.43	1.07	7.9%	-0.4%	8.3%
PDLI	11/27/09	6.63	5.98	0.50	109.57	1.07	-2.3%	-0.5%	-1.8%
CBPO	12/4/09	9.06	12.26	-	111.01	1.07	35.3%	-1.8%	37.1%
XOMA	12/4/09	0.72	0.37	-	111.01	1.07	-48.5%	-1.8%	-46.8%
Valv	12/31/09	5.15	7.14	-	111.44	0.48	38.6%	-2.7%	41.3%
RAI	1/15/10	53.81	55.46	0.90	113.64	0.48	4.7%	-4.6%	9.3%
TRMS	1/15/10	2.45	2.19	-	113.64	0.48	-10.6%	-4.6%	-6.0%
SAI	1/15/10	18.90	16.85	-	113.64	0.48	-10.8%	-4.6%	-6.3%
NATH	1/28/10	14.70	15.96	-	108.57	0.48	8.6%	-0.1%	8.7%
SMED	2/5/10	6.74	5.04	-	106.66	0.48	-25.2%	1.7%	-26.9%
SPMD	2/5/10	36.63	17.70	-	106.66	0.48	-51.7%	1.7%	-53.3%
UIS	2/5/10	34.25	20.04	-	106.66	0.48	-41.5%	1.7%	-43.2%
QKLS	2/12/10	5.69	4.29	-	108.04	0.48	-24.6%	0.4%	-25.0%
MGIC	2/12/10	1.78	2.25	-	108.04	0.48	26.4%	0.4%	26.0%
ESIC	2/19/10	2.07	2.41	-	111.14	0.48	16.4%	-2.4%	18.9%
ODSY	2/19/10	17.89	26.82	-	111.14	0.48	49.9%	-2.4%	52.3%
HRB	2/26/10	17.28	14.60	0.15	110.74	0.48	-14.6%	-2.1%	-12.6%
TNDM	2/26/10	16.12	11.98	-	110.74	0.48	-25.7%	-2.1%	-23.6%
DEXO	2/26/10	29.80	18.33	-	110.74	0.48	-38.5%	-2.1%	-36.4%
AFAM	3/5/10	35.52	29.25	-	114.25	0.48	-17.7%	-5.1%	-12.6%
DNB	3/5/10	69.95	67.46	-	114.25	0.48	-3.6%	-5.1%	1.5%
SNTS	3/5/10	4.87	2.46	-	114.25	0.48	-49.5%	-5.1%	-44.4%
KIRK	3/12/10	20.11	16.32	-	115.46	0.48	-18.8%	-6.1%	-12.8%
PRSC	3/12/10	14.18	13.32	-	115.46	0.48	-6.1%	-6.1%	0.0%
QDEL	3/25/10	13.73	12.66	-	116.58	-	-7.8%	-7.4%	-0.4%
SVA	4/9/10	5.83	4.33	-	119.55	-	-25.7%	-9.7%	-16.0%
VALU	4/9/10	22.07	14.69	3.00	119.55	-	-19.8%	-9.7%	-10.2%
BDSI	4/16/10	4.12	2.38	-	119.36	-	-42.4%	-9.6%	-32.8%
LOV	4/23/10	3.45	3.34	-	121.81	-	-3.2%	-11.4%	8.2%
MD	4/23/10	57.02	52.43	-	121.81	-	-8.0%	-11.4%	3.3%
ABC	4/23/10	31.13	31.84	-	121.81	-	2.3%	-11.4%	13.7%
SNDK	4/30/10	39.84	42.90	-	121.81	-	7.7%	-11.4%	19.1%
OSK	4/30/10	38.62	32.35	-	121.81	-	-16.2%	-11.4%	-4.9%
GXDX	5/7/10	27.89	17.03	-	111.26	-	-38.9%	-3.0%	-36.0%
IPXL	5/7/10	16.66	18.94	-	111.26	-	13.7%	-3.0%	16.7%
SOHU	5/7/10	44.19	41.25	-	111.26	-	-6.7%	-3.0%	-3.7%
CHOP	5/14/10	6.54	5.29	-	113.89	-	-19.1%	-5.2%	-13.9%
LIWA	5/14/10	8.24	8.54	-	113.89	-	3.6%	-5.2%	8.8%
FLL	5/14/10	3.10	3.10	-	113.89	-	0.0%	-5.2%	5.2%
MRX	5/21/10	22.50	23.75	-	107.71	-	5.6%	0.2%	5.3%
CRXX	6/4/10	1.53	1.58	-	106.82	-	3.3%	1.1%	2.2%
DJCO	6/4/10	71.00	69.50	-	106.82	-	-2.1%	1.1%	-3.2%
TNAV	6/4/10	8.53	8.75	-	106.82	-	2.6%	1.1%	1.5%
JGBO	6/11/10	8.45	8.20	-	109.68	-	-3.0%	-1.6%	-1.4%
DRWI	6/11/10	5.94	5.33	-	109.68	-	-10.3%	-1.6%	-8.7%
SCEI	6/18/10	7.36	5.75	-	111.73	-	-21.9%	-3.4%	-18.5%
						Top 50 Portfolio
						Totals	16.0%	0.3%	15.7%
51.4% of stocks beat the S&P 500 Benchmark						Closed	22.9%	0.3%	22.6%
S&P C			107.96			Open	-2.8%	0.2%	-3.0%
						Top 30 Portfolio
						Totals	17.9%	4.6%	13.3%
						Closed	30.3%	6.3%	23.9%
						Open	-2.5%	1.6%	-4.1%

Finally, my portfolio is still more than 50% cash. I did buy CSKI and VALU last week. CSKI was based on Steve Alexander pounding the table and VALU is based on my new focus on the higher yielding stocks (currently 5.4%).