Happy New Year - Update

A little internet difficulties here, but I wanted to post a quick update. Here is the table showing inception to date results. In 2010 I underperformed the benchmark by about 7 points.

MFI Annual Performance
	ITD	Annual
2006	10.74%	10.74%
2007	-6.57%	-15.63%
2008	-41.60%	-37.50%
2009	0.71%	72.47%
2010	11.93%	11.14%
2011	12.93%	0.89%
IWV Annual Performance
	ITD	Annual
2006	11.23%	11.23%
2007	4.65%	-5.91%
2008	-30.54%	-33.63%
2009	-13.95%	23.87%
2010	1.65%	18.14%
2011	2.74%	1.07%

My MFI index of 50 stocks did great, up 22.8%. With the start of a new year, I have a new 50 stocks in the index:

Stock	Start	Last Week	Current	YTD Change
ARO	24.64	33.50	24.12	-2.1%
AFAM	38.42	24.64	39.68	3.3%
AMED	33.50	32.90	34.61	3.3%
APOL	39.49	16.39	39.90	1.0%
AGX	9.27	21.40	9.23	-0.4%
HRB	11.91	2.53	12.41	4.2%
CSGS	18.94	135.15	19.29	1.8%
CRME	6.42	18.81	6.29	-2.0%
CECO	20.73	2.09	21.15	2.0%
CHKE	18.81	23.02	18.80	-0.1%
NEP	5.76	8.60	5.77	0.2%
CMTL	27.76	28.98	28.84	3.9%
CNXT	1.63	35.71	1.64	0.6%
CNU	4.68	11.50	4.74	1.3%
COCO	5.21	63.69	5.13	-1.6%
CRTX	5.79	37.55	5.94	2.6%
CBST	21.40	13.17	21.94	2.5%
DELL	13.55	66.26	13.70	1.1%
DLX	23.02	31.98	23.66	2.8%
ELNK	8.60	34.52	8.62	0.2%
FRX	31.98	20.00	31.85	-0.4%
SOLR	9.12	22.88	9.31	2.1%
GILD	36.24	33.78	36.65	1.1%
IPXL	20.11	41.64	21.12	5.0%
IDCC	41.64	3.58	42.37	1.8%
LPS	29.52	2.17	30.30	2.6%
LINC	15.51	82.06	15.77	1.6%
LO	82.06	26.05	81.86	-0.2%
MFW	23.10	6.23	23.89	3.4%
MRX	26.79	60.25	26.93	0.5%
MSFT	27.91	6.33	28.02	0.4%
MPAA	13.04	9.54	12.90	-1.1%
TNDM	14.44	14.73	14.96	3.6%
OSK	35.24	15.29	36.06	2.3%
PDLI	6.23	46.34	6.36	2.1%
PWER	10.20	6.12	10.13	-0.7%
PPD	60.25	9.12	62.75	4.1%
PRSC	16.07	22.15	16.28	1.3%
RTN	14.88	14.88	14.79	-0.7%
SNDK	49.86	12.26	51.14	2.6%
SCEI	6.61	6.60	6.82	3.2%
SUPG	2.62	17.77	2.74	4.6%
TNAV	7.28	6.12	7.25	-0.4%
TER	14.04	5.74	13.74	-2.1%
TSRA	22.15	16.03	21.95	-0.9%
USMO	17.77	17.32	18.50	4.1%
UIS	25.89	37.49	26.42	2.0%
UNTD	6.60	40.17	6.70	1.5%
VECO	42.96	42.96	43.67	1.7%
VPHM	17.32	17.32	17.87	3.2%
Totals	11,867	11,867	12,040	1.5%

Here are my current holdings (I am 7% in cash):

Symbol	Initial	Current	Pct Gain	IWV Initial	IWV Change
CCME	$10.81	$16.23	50.2%	$66.83	13.3%
CEL	$26.22	$33.09	33.6%	$63.45	19.4%
CEU	$4.61	$2.47	-46.4%	$68.88	10.0%
CHKE	$18.18	$19.01	9.9%	$63.68	18.9%
CMFO	$5.08	$5.23	2.9%	$65.01	16.5%
CMTL	$26.66	$28.90	9.3%	$67.70	11.9%
EESC	$2.20	$1.98	-10.0%	$67.97	11.4%
INTC	$18.97	$20.78	10.4%	$67.11	12.9%
JGBO	$7.21	$5.46	-24.3%	$70.33	7.7%
KSW	$3.66	$3.66	4.1%	$66.99	13.1%
MSFT	$26.83	$28.00	4.4%	$73.05	3.7%
NEP	$7.10	$5.80	-18.3%	$71.78	5.5%
NEWN	$6.23	$7.88	26.5%	$68.89	10.0%
NVMI	$5.94	$8.41	41.7%	$70.01	8.2%
PETS	$16.40	$17.77	9.1%	$69.59	8.9%
PM	$44.30	$58.50	36.3%	$64.43	17.6%
RAI	$26.78	$32.60	28.6%	$67.28	12.6%
SCEI	$8.75	$6.87	-21.5%	$72.41	4.6%
SNDK	$38.28	$51.18	34.0%	$69.89	8.4%
STRA	$129.55	$152.41	18.4%	$69.92	8.3%
UNTD	$5.90	$6.71	17.1%	$63.53	19.2%
Grand Total			14.5%		11.8%

Finally, here is how my competition against Eds Talking Stock is faring:

stock	Initial	Shares	Current	Daily Change	Y-day	Current Value	Total Change
afam	35.17	56.87	39.68	3.28%	2,185	2,256	12.82%
agx	8.43	237.25	9.23	-0.43%	2,199	2,190	9.49%
amed	28.49	70.20	34.61	3.31%	2,352	2,430	21.48%
apol	35.35	56.58	39.90	1.04%	2,234	2,257	12.87%
azn	47.99	41.68	46.36	0.37%	1,925	1,932	-3.40%
cbst	21.20	94.34	21.94	2.52%	2,019	2,070	3.49%
ccme	15.87	126.02	16.13	1.83%	1,996	2,033	1.64%
ceu	3.44	581.40	2.49	-1.58%	1,471	1,448	-27.62%
chke	19.81	100.96	18.84	-0.05%	1,903	1,902	-4.90%
cmtl	30.70	65.15	28.84	3.90%	1,808	1,879	-6.06%
cnxt	1.43	1,398.60	1.64	0.61%	2,280	2,294	14.69%
coco	4.24	471.70	5.13	-1.63%	2,458	2,417	20.87%
csgs	19.02	105.15	19.29	1.85%	1,992	2,028	1.42%
dell	13.65	146.52	13.70	1.11%	1,985	2,007	0.35%
dlx	22.02	90.83	23.66	2.78%	2,091	2,149	7.45%
eesc.ob	1.90	1,052.63	1.98	4.21%	2,000	2,084	4.21%
eme	28.02	71.38	29.35	1.28%	2,068	2,095	4.75%
frx	32.24	62.03	31.85	-0.41%	1,984	1,976	-1.21%
gme	21.15	94.56	22.98	0.44%	2,164	2,173	8.65%
hrb	13.37	149.59	12.41	4.20%	1,781	1,856	-6.10%
idcc	34.71	57.62	42.37	1.75%	2,399	2,441	22.07%
ipxl	18.29	109.35	21.12	5.02%	2,199	2,309	15.47%
ksw	3.43	583.09	3.66	0.27%	2,128	2,134	8.75%
lnc	25.12	79.62	29.03	4.39%	2,214	2,311	15.57%
lo	81.74	24.47	81.86	-0.24%	2,008	2,003	0.15%
lps	31.13	64.25	30.31	2.64%	1,897	1,947	-2.31%
mail	6.84	292.40	7.80	0.78%	2,263	2,281	14.04%
mpaa	11.68	171.23	12.90	-1.07%	2,233	2,209	10.45%
mrx	26.88	74.40	26.93	0.52%	1,993	2,004	0.19%
msft	26.89	74.38	28.03	0.39%	2,076	2,084	4.22%
navg	50.17	39.86	51.41	2.11%	2,007	2,049	2.47%
nvmi	7.42	269.54	8.36	0.60%	2,240	2,253	12.67%
osk	30.50	65.57	36.06	2.33%	2,311	2,365	18.23%
ppd	65.17	30.69	62.75	4.15%	1,849	1,926	-3.71%
prsc	17.48	114.42	16.28	1.31%	1,839	1,863	-6.86%
pwer	10.40	192.31	10.13	-0.69%	1,962	1,948	-2.60%
rtn	48.33	41.38	45.99	0.05%	1,902	1,903	-4.84%
scei	6.76	295.86	6.82	3.18%	1,956	2,018	0.89%
sndk	48.00	41.67	51.14	2.57%	2,078	2,131	6.55%
solr	7.87	254.13	9.31	2.08%	2,318	2,366	18.30%
supg	2.60	769.23	2.74	4.58%	2,015	2,108	5.38%
ter	12.43	160.90	13.74	-2.14%	2,259	2,211	10.54%
tnav	6.86	291.55	7.25	-0.41%	2,122	2,114	5.69%
tndm	14.71	135.96	14.96	3.60%	1,963	2,034	1.70%
tsra	19.93	100.35	21.95	-0.90%	2,223	2,203	10.14%
uis	24.27	82.41	26.42	2.05%	2,133	2,177	8.86%
untd	6.86	291.55	6.70	1.52%	1,924	1,953	-2.33%
usb	24.76	80.78	27.02	0.20%	2,178	2,183	9.33%
veco	45.07	44.38	43.67	1.65%	1,906	1,938	-3.11%
vr	29.59	67.59	30.83	0.72%	2,069	2,084	4.93%
Totals			-	1.50%	103,559	105,114	5.11%
Ed	starting 12/3/10						-1.44%