Negative Streak Coming to a Close?

I have commented numerous times that MFI stocks as a portfolio are extremely streaky. And it doesn't seem to be random. I have 57 portfolios in my monthly tracking portfolios stretching back to 2006. Check them out by month. A "1" means it beat the benchmark. A zero means it lost.

1/6/2006	1
2/17/2006	1
3/29/2006	1
4/7/2006	0
5/12/2006	1
5/31/2006	1
6/30/2006	1
7/31/2006	1
8/31/2006	0
9/28/2006	0
10/27/2006	0
11/29/2006	0
12/28/2006	0
1/26/2007	0
2/27/2007	0
3/26/2007	0
4/27/2007	0
5/29/2007	0
7/3/2007	0
7/30/2007	0
8/30/2007	0
9/27/2007	0
11/2/2007	0
11/28/2007	0
12/28/2007	1
1/25/2008	0
2/26/2008	0
3/24/2008	0
4/25/2008	1
5/28/2008	1
7/2/2008	1
7/29/2008	1
8/29/2008	1
9/26/2008	1
10/31/2008	1
11/26/2008	1
12/26/2008	1
1/23/2009	1
2/27/2009	1
3/27/2009	1
4/24/2009	1
5/29/2009	1
6/29/2009	0
7/29/2009	1
8/28/2009	0
9/25/2009	0
10/30/2009	0
11/27/2009	0
12/31/2009	0
1/22/2010	0
2/26/2010	0
3/25/2010	0
4/23/2010	0
5/28/2010	0
6/29/2010	0
7/29/2010	0
9/2/2010	1

Of the 57, MFI has "won" 24 and "lost" 33. Explains why we're struggling. You can also see how open stocks are faring in my mechanical portfolio:

Symbol	Date	Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
ESI	10/30/09	90.35	62.95	-	103.56	1.60	-30.3%	10.2%	-40.5%
VRSK	10/30/09	27.43	28.00	-	103.56	1.60	2.1%	10.2%	-8.1%
APOL	11/6/09	55.99	49.10	-	107.13	1.60	-12.3%	6.5%	-18.8%
CBST	11/6/09	17.60	23.53	-	107.13	1.60	33.7%	6.5%	27.2%
SNTA	11/6/09	3.20	3.74	-	107.13	1.60	16.9%	6.5%	10.4%
IMMU	11/6/09	3.61	3.06	-	107.13	1.60	-15.2%	6.5%	-21.7%
PBH	11/13/09	6.95	7.82	-	109.62	1.60	12.5%	4.1%	8.4%
IDCC	11/20/09	23.56	27.01	-	109.43	1.60	14.6%	4.3%	10.4%
PDLI	11/27/09	6.63	5.22	0.50	109.57	1.60	-13.7%	4.1%	-17.9%
CBPO	12/4/09	9.06	9.61	-	111.01	1.60	6.1%	2.8%	3.3%
XOMA	12/4/09	0.72	0.20	-	111.01	1.60	-71.9%	2.8%	-74.7%
Valv	12/31/09	5.15	7.60	-	111.44	1.01	47.6%	1.8%	45.7%
RAI	1/15/10	53.81	58.41	0.90	113.64	1.01	10.2%	-0.1%	10.3%
TRMS	1/15/10	2.45	2.39	-	113.64	1.01	-2.4%	-0.1%	-2.3%
SAI	1/15/10	18.90	15.62	-	113.64	1.01	-17.4%	-0.1%	-17.2%
NATH	1/28/10	14.70	15.63	-	108.57	1.01	6.3%	4.5%	1.8%
SMED	2/5/10	6.74	4.13	-	106.66	1.01	-38.7%	6.4%	-45.1%
SPMD	2/5/10	36.63	11.22	-	106.66	1.01	-69.4%	6.4%	-75.8%
UIS	2/5/10	34.25	25.85	-	106.66	1.01	-24.5%	6.4%	-30.9%
QKLS	2/12/10	5.69	4.75	-	108.04	1.01	-16.5%	5.1%	-21.6%
MGIC	2/12/10	1.78	2.22	-	108.04	1.01	24.7%	5.1%	19.7%
ESIC	2/19/10	2.07	2.50	-	111.14	1.01	20.8%	2.1%	18.6%
ODSY	2/19/10	17.89	27.50	-	111.14	1.01	53.7%	2.1%	51.6%
HRB	2/26/10	17.28	12.98	0.15	110.74	1.01	-24.0%	2.5%	-26.5%
TNDM	2/26/10	16.12	12.87	-	110.74	1.01	-20.2%	2.5%	-22.7%
DEXO	2/26/10	29.80	11.51	-	110.74	1.01	-61.4%	2.5%	-63.9%
AFAM	3/5/10	35.52	28.92	-	114.25	1.01	-18.6%	-0.7%	-17.9%
DNB	3/5/10	69.95	69.65	-	114.25	1.01	-0.4%	-0.7%	0.2%
SNTS	3/5/10	4.87	2.43	-	114.25	1.01	-50.1%	-0.7%	-49.4%
KIRK	3/12/10	20.11	12.82	-	115.46	1.01	-36.3%	-1.7%	-34.6%
PRSC	3/12/10	14.18	14.46	-	115.46	1.01	2.0%	-1.7%	3.7%
QDEL	3/25/10	13.73	11.68	-	116.58	0.53	-14.9%	-3.1%	-11.9%
SVA	4/9/10	5.83	4.03	-	119.55	0.53	-30.9%	-5.5%	-25.4%
VALU	4/9/10	22.07	14.51	3.00	119.55	0.53	-20.7%	-5.5%	-15.2%
BDSI	4/16/10	4.12	2.63	-	119.36	0.53	-36.2%	-5.3%	-30.9%
LOV	4/23/10	3.45	3.15	-	121.81	0.53	-8.7%	-7.2%	-1.5%
MD	4/23/10	57.02	50.35	-	121.81	0.53	-11.7%	-7.2%	-4.5%
ABC	4/23/10	31.13	30.18	-	121.81	0.53	-3.1%	-7.2%	4.2%
SNDK	4/30/10	39.84	38.12	-	121.81	0.53	-4.3%	-7.2%	2.9%
OSK	4/30/10	38.62	28.00	-	121.81	0.53	-27.5%	-7.2%	-20.3%
GXDX	5/7/10	27.89	16.19	-	111.26	0.53	-42.0%	1.6%	-43.5%
IPXL	5/7/10	16.66	17.72	-	111.26	0.53	6.4%	1.6%	4.8%
SOHU	5/7/10	44.19	54.12	-	111.26	0.53	22.5%	1.6%	20.9%
CHOP	5/14/10	6.54	5.32	-	113.89	0.53	-18.7%	-0.8%	-17.9%
LIWA	5/14/10	8.24	7.86	-	113.89	0.53	-4.6%	-0.8%	-3.8%
FLL	5/14/10	3.10	3.24	-	113.89	0.53	4.5%	-0.8%	5.3%
MRX	5/21/10	22.50	29.21	-	107.71	0.53	29.8%	4.9%	24.9%
zlcs	6/4/10	1.53	1.31	-	106.82	0.53	-14.4%	5.8%	-20.2%
DJCO	6/4/10	71.00	69.00	-	106.82	0.53	-2.8%	5.8%	-8.6%
TNAV	6/4/10	8.53	5.13	-	106.82	0.53	-39.9%	5.8%	-45.7%
JGBO	6/11/10	8.45	7.92	-	109.68	0.53	-6.3%	3.0%	-9.3%
DRWI	6/11/10	5.94	6.72	-	109.68	0.53	13.1%	3.0%	10.1%
SCEI	6/18/10	7.36	5.78	-	111.73	-	-21.5%	0.7%	-22.1%
SUPG	7/16/10	1.75	2.11	-	106.66	-	20.6%	5.5%	15.1%
PETS	7/23/10	16.09	17.13	-	110.41	-	6.4%	1.9%	4.5%
COCO	7/30/10	9.39	6.39	-	112.41	-	-31.9%	0.1%	-32.0%
GRMN	7/30/10	28.96	29.64	-	112.41	-	2.3%	0.1%	2.3%
CSGS	7/30/10	19.09	20.60	-	112.41	-	7.9%	0.1%	7.8%
CJJD	8/6/10	5.62	4.78	-	112.39	-	-14.9%	0.1%	-15.0%
FSYS	8/6/10	35.95	34.97	-	112.39	-	-2.7%	0.1%	-2.8%
CNXT	9/3/10	1.50	1.39	-	110.89	-	-7.3%	1.4%	-8.8%
CECO	9/3/10	18.66	20.65	-	110.89	-	10.7%	1.4%	9.2%
RST	9/3/10	17.51	20.00	-	110.89	-	14.2%	1.4%	12.8%
NEWN	9/3/10	6.17	5.13	-	110.89	-	-16.9%	1.4%	-18.3%
MPAA	9/3/10	7.15	8.24	-	110.89	-	15.2%	1.4%	13.8%
GMAN	9/3/10	10.63	10.65	-	110.89	-	0.2%	1.4%	-1.3%
						Top 50 Portfolio
						Totals	15.4%	1.5%	13.8%
50.8% of stocks beat the S&P 500 Benchmark						Closed	22.4%	1.5%	20.9%
S&P C			112.49			Open	-5.3%	1.7%	-7.8%

I continue to move my portfolio towards the dividend paying stocks, though I admittedly still have a heavy concentration of higher risk Chinese stocks, which has really hurt me in 2010. Note I am still 21% in cash.

Own	1
	Data
Symbol	Initial Price	Current Price	Avg of Gain	Avg of IWV Gain
CCME	$10.02	$8.10	-17.6%	3.3%
CEL	$26.61	$28.60	10.7%	4.1%
CF	$87.88	$99.86	13.7%	1.9%
CHKE	$18.09	$18.60	6.3%	4.8%
CMFO	$4.80	$5.35	12.1%	5.3%
eesc	$2.60	$2.40	-7.7%	2.1%
FLL	$3.15	$3.24	2.9%	1.6%
INTC	$18.91	$18.81	-0.5%	-0.2%
IPXL	$19.23	$17.72	-7.9%	4.7%
KSW	$3.48	$2.95	-12.2%	4.9%
MAIL	$6.13	$5.77	1.5%	0.6%
NEWN	$7.13	$5.13	-26.3%	-1.2%
PM	$44.35	$55.12	25.6%	3.4%
RAI	$53.55	$58.41	14.1%	-1.0%
TTT	$9.60	$12.92	38.3%	13.5%
UNTD	$5.78	$5.24	-7.2%	6.3%
UTA	$5.66	$4.63	-6.0%	4.5%
VALU	$14.70	$14.51	0.1%	5.4%
Grand Total	$17.09	$18.25	0.5%	3.9%