Friendly Competition - Talking Ed 12/10/10

Last Thursday I launched a "Spiffy Fifty" portfolio in a friendly competition with Ed's Talking Stock, a blog I have been following the past month. Only a week into the competition, my Fifty is off to a snappy start:

stock	Initial	Shares	Current	Daily Change	Y-day	Current Value	Total Change
afam	35.17	56.87	35.16	5.62%	1,893	1,999	-0.03%
agx	8.43	237.25	8.98	-0.22%	2,135	2,130	6.52%
amed	28.49	70.20	27.61	3.02%	1,881	1,938	-3.09%
apol	35.35	56.58	37.95	2.76%	2,089	2,147	7.36%
azn	47.99	41.68	47.79	0.25%	1,987	1,992	-0.42%
cbst	21.20	94.34	21.69	0.88%	2,028	2,046	2.31%
ccme	15.87	126.02	15.52	3.60%	1,888	1,956	-2.21%
ceu	3.44	581.40	2.71	-2.52%	1,616	1,576	-21.22%
chke	19.81	100.96	19.38	0.00%	1,957	1,957	-2.17%
cmtl	30.70	65.15	28.03	1.15%	1,805	1,826	-8.70%
cnxt	1.43	1,398.60	1.70	6.25%	2,238	2,378	18.88%
coco	4.24	471.70	4.47	3.00%	2,047	2,108	5.42%
csgs	19.02	105.15	19.50	2.04%	2,009	2,050	2.52%
dell	13.65	146.52	13.89	1.77%	2,000	2,035	1.76%
dlx	22.02	90.83	22.12	0.05%	2,008	2,009	0.45%
eesc.ob	1.90	1,052.63	1.90	0.00%	2,000	2,000	0.00%
eme	28.02	71.38	29.12	1.39%	2,050	2,079	3.93%
frx	32.24	62.03	32.68	1.74%	1,993	2,027	1.36%
gme	21.15	94.56	22.24	2.77%	2,046	2,103	5.15%
hrb	13.37	149.59	13.04	-0.15%	1,954	1,951	-1.35%
idcc	34.71	57.62	38.72	2.84%	2,169	2,231	11.55%
ipxl	18.29	109.35	19.11	1.87%	2,051	2,090	4.48%
ksw	3.43	583.09	3.23	0.94%	1,866	1,883	-5.83%
lnc	25.12	79.62	28.14	1.15%	2,215	2,240	12.02%
lo	81.74	24.47	82.15	1.77%	1,975	2,010	0.50%
lps	31.13	64.25	30.07	0.77%	1,917	1,932	-3.41%
mail	6.84	292.40	6.89	-0.58%	2,026	2,015	0.73%
mpaa	11.68	171.23	12.67	-0.16%	2,173	2,170	8.48%
mrx	26.88	74.40	27.43	1.55%	2,010	2,041	2.05%
msft	26.89	74.38	27.34	0.96%	2,014	2,033	1.67%
navg	50.17	39.86	51.82	0.72%	2,051	2,066	3.29%
nvmi	7.42	269.54	7.63	0.79%	2,040	2,057	2.83%
osk	30.50	65.57	35.31	0.48%	2,304	2,315	15.77%
ppd	65.17	30.69	62.73	-0.70%	1,939	1,925	-3.74%
prsc	17.48	114.42	17.02	0.35%	1,941	1,947	-2.63%
pwer	10.40	192.31	11.14	1.83%	2,104	2,142	7.12%
rtn	48.33	41.38	45.58	-0.63%	1,898	1,886	-5.69%
scei	6.76	295.86	6.50	0.78%	1,908	1,923	-3.85%
sndk	48.00	41.67	49.60	4.11%	1,985	2,067	3.33%
solr	7.87	254.13	9.10	0.78%	2,295	2,313	15.63%
supg	2.60	769.23	2.81	3.31%	2,092	2,162	8.08%
ter	12.43	160.90	14.06	2.63%	2,204	2,262	13.11%
tnav	6.86	291.55	7.30	3.69%	2,053	2,128	6.41%
tndm	14.71	135.96	15.47	1.24%	2,078	2,103	5.17%
tsra	19.93	100.35	20.50	1.03%	2,036	2,057	2.86%
uis	24.27	82.41	25.42	1.15%	2,071	2,095	4.74%
untd	6.86	291.55	6.75	1.35%	1,942	1,968	-1.60%
usb	24.76	80.78	26.45	2.36%	2,087	2,137	6.83%
veco	45.07	44.38	48.43	4.56%	2,055	2,149	7.46%
vr	29.59	67.59	29.34	0.14%	1,980	1,983	-0.84%
Totals			-	1.54%	101,106	102,660	2.66%
Ed	starting 12/3/10						-1.14%

Sadly, the simplistic indices are doing more than beating Ed. I have been losing pretty badly to the MFI index in 2010. I am up 10%, the IWV is up 14% and the MFI index is up 22%!

Here is my current portfolio:

Symbol	Initial	Current	Pct Gain	IWV Initial	IWV Change
CCME	$9.49	$15.52	63.5%	$64.12	15.7%
CEL	$26.22	$35.04	36.8%	$63.45	16.9%
CEU	$4.02	$2.71	-32.6%	$69.60	6.5%
CHKE	$18.18	$19.38	11.9%	$63.68	16.4%
CMFO	$5.08	$5.23	2.9%	$65.01	14.1%
CMTL	$26.66	$28.03	6.1%	$67.70	9.5%
EESC	$2.20	$1.90	-13.7%	$67.97	9.1%
INTC	$18.97	$21.91	16.3%	$67.11	10.5%
JGBO	$7.21	$6.45	-10.5%	$70.33	5.4%
KSW	$3.66	$3.23	-9.6%	$66.99	10.7%
MSFT	$26.83	$27.34	1.9%	$73.05	1.5%
NEP	$7.10	$5.72	-19.4%	$71.78	3.3%
NEWN	$6.23	$7.38	18.4%	$68.89	7.6%
NVMI	$5.94	$7.63	28.5%	$70.01	5.9%
PETS	$16.40	$18.22	11.9%	$69.59	6.6%
PM	$44.30	$59.00	35.9%	$64.43	15.1%
RAI	$26.78	$32.22	27.2%	$67.28	10.2%
SCEI	$8.75	$6.50	-25.7%	$72.41	2.4%
SNDK	$38.28	$49.60	29.9%	$69.89	6.1%
STRA	$129.55	$154.07	19.7%	$69.92	6.1%
UNTD	$5.90	$6.75	17.7%	$63.53	16.7%
Grand Total			12.2%		9.6%