Friday, December 17, 2010

Week 2 Versus Ed's Talking Stock

My Spiffy Fifty Portfolio continues to beat Ed's highly concentrated portfolio. Of course, we're both losing to the Russell 3k and MFI Index.

stock Initial Shares Current Daily Change Y-day Current Value Total Change
afam 35.17 56.87 37.32 4.39% 2,033 2,122 6.11%
agx 8.43 237.25 8.91 -1.11% 2,138 2,114 5.69%
amed 28.49 70.20 27.50 0.81% 1,915 1,931 -3.47%
apol 35.35 56.58 38.48 0.21% 2,173 2,177 8.85%
azn 47.99 41.68 46.38 -5.79% 2,052 1,933 -3.35%
cbst 21.20 94.34 21.77 -0.87% 2,072 2,054 2.69%
ccme 15.87 126.02 16.32 3.75% 1,982 2,057 2.84%
ceu 3.44 581.40 2.52 6.78% 1,372 1,465 -26.74%
chke 19.81 100.96 19.36 -0.15% 1,958 1,955 -2.27%
cmtl 30.70 65.15 27.73 0.73% 1,793 1,807 -9.67%
cnxt 1.43 1,398.60 1.62 3.18% 2,196 2,266 13.29%
coco 4.24 471.70 4.46 3.48% 2,033 2,104 5.19%
csgs 19.02 105.15 18.96 -0.11% 1,996 1,994 -0.32%
dell 13.65 146.52 13.64 2.33% 1,953 1,999 -0.07%
dlx 22.02 90.83 21.76 0.00% 1,976 1,976 -1.18%
eesc.ob 1.90 1,052.63 1.90 0.00% 2,000 2,000 0.00%
eme 28.02 71.38 29.51 -1.14% 2,131 2,106 5.32%
frx 32.24 62.03 32.71 -2.65% 2,084 2,029 1.46%
gme 21.15 94.56 21.67 -0.18% 2,053 2,049 2.46%
hrb 13.37 149.59 12.99 0.15% 1,940 1,943 -1.72%
idcc 34.71 57.62 39.09 -0.38% 2,261 2,252 12.62%
ipxl 18.29 109.35 20.60 -0.39% 2,261 2,253 12.63%
ksw 3.43 583.09 3.27 0.93% 1,889 1,907 -2.62%
lnc 25.12 79.62 28.43 1.35% 2,233 2,264 13.18%
lo 81.74 24.47 82.39 -0.34% 2,023 2,016 0.80%
lps 31.13 64.25 30.47 1.47% 1,929 1,958 -1.80%
mail 6.84 292.40 6.68 0.45% 1,944 1,953 -2.34%
mpaa 11.68 171.23 12.24 -0.65% 2,110 2,096 4.79%
mrx 26.88 74.40 28.07 -0.18% 2,092 2,089 4.43%
msft 26.89 74.38 27.90 -0.30% 2,082 2,075 3.77%
navg 50.17 39.86 51.12 -1.12% 2,061 2,038 1.89%
nvmi 7.42 269.54 7.36 2.22% 1,941 1,984 -0.81%
osk 30.50 65.57 34.42 -1.69% 2,296 2,257 12.85%
ppd 65.17 30.69 63.15 0.62% 1,926 1,938 -3.10%
prsc 17.48 114.42 16.87 -1.29% 1,955 1,930 -3.49%
pwer 10.40 192.31 10.96 2.41% 2,058 2,108 5.38%
rtn 48.33 41.38 45.17 -0.48% 1,878 1,869 -6.54%
scei 6.76 295.86 6.61 7.83% 1,814 1,956 -2.22%
sndk 48.00 41.67 48.87 0.37% 2,029 2,036 1.81%
solr 7.87 254.13 8.40 -1.52% 2,168 2,135 6.73%
supg 2.60 769.23 2.89 2.85% 2,161 2,223 11.15%
ter 12.43 160.90 13.87 0.51% 2,220 2,232 11.58%
tnav 6.86 291.55 7.27 1.54% 2,087 2,120 5.98%
tndm 14.71 135.96 15.02 -0.53% 2,053 2,042 2.11%
tsra 19.93 100.35 20.60 -0.15% 2,070 2,067 3.36%
uis 24.27 82.41 25.58 0.83% 2,091 2,108 5.40%
untd 6.86 291.55 6.95 0.87% 2,009 2,026 1.31%
usb 24.76 80.78 26.20 0.38% 2,108 2,116 5.82%
veco 45.07 44.38 40.51 1.07% 1,779 1,798 -10.12%
vr 29.59 67.59 29.04 -0.82% 1,979 1,963 -1.12%
Totals

- 0.60% 101,358 101,971 1.97%








Ed starting 12/3/10



-1.62%
MFI Index





3.44%
Russell 3000




2.19%

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