Weekly Update and Look at Talking Ed

My "secret" contest against Ed (Ed's Talking Stock) is not even fun any more. He is really doing poorly and it is real money for him. I am going to continue though as my illustration that purely trading is not a great strategy. Here is his current portfolio (but don't blink as it changes at the blink of an eye):

BIDU: -0.56 to $105.10 (-0.53%)–bought at $99.00
ERX: 0.87 to $63.47 (1.39%)–bought at $65.6899
F: 0.17 to $17.95 (0.96%)–bought at $18.05
INTC: -0.13 to $20.82 (-0.62%)–bought at $18.52
JUBAX: NA to $10.83 (NA%)–bought at $10.17
SOXL: -1.00 to $57.05 (-1.72%)–bought at $60.83
YCL: 0.41 to $32.38 (1.28%)–bought at $32.87

Then here is my Spiffy 50 Portfolio:

stock	Initial	Shares	Current	Daily Change	Y-day	Current Value	Total Change
afam	35.17	56.87	34.82	-4.89%	2,082	1,980	-1.00%
agx	8.43	237.25	9.48	-0.32%	2,256	2,249	12.46%
amed	28.49	70.20	31.38	1.19%	2,177	2,203	10.14%
apol	35.35	56.58	42.35	-2.04%	2,446	2,396	19.80%
azn	47.99	41.68	48.10	2.58%	1,954	2,005	0.23%
cbst	21.20	94.34	22.21	4.76%	2,000	2,095	4.76%
ccme	15.87	126.02	19.65	0.00%	2,476	2,476	23.82%
ceu	3.44	581.40	2.44	6.09%	1,337	1,419	-29.07%
chke	19.81	100.96	18.14	-0.22%	1,835	1,831	-8.43%
cmtl	30.70	65.15	26.78	1.09%	1,726	1,745	-11.95%
cnxt	1.43	1,398.60	2.04	0.00%	2,853	2,853	42.66%
coco	4.24	471.70	5.04	-0.93%	2,400	2,377	18.87%
csgs	19.02	105.15	18.49	-0.43%	1,953	1,944	-2.79%
dell	13.65	146.52	13.47	-0.96%	1,993	1,974	-1.32%
dlx	22.02	90.83	23.59	-1.05%	2,165	2,143	7.13%
eesc.ob	1.90	1,052.63	1.71	0.00%	1,800	1,800	-10.00%
eme	28.02	71.38	29.65	-0.17%	2,120	2,116	5.82%
frx	32.24	62.03	31.66	-1.03%	1,984	1,964	-1.80%
gme	21.15	94.56	20.90	-0.52%	1,987	1,976	-1.18%
hrb	13.37	149.59	13.78	4.31%	1,976	2,061	4.19%
idcc	34.71	57.62	46.98	-1.22%	2,740	2,707	35.35%
ipxl	18.29	109.35	22.00	-0.59%	2,420	2,406	20.28%
ksw	3.43	583.09	3.74	-0.58%	2,192	2,180	11.03%
lnc	25.12	79.62	29.01	0.59%	2,296	2,310	15.68%
lo	81.74	24.47	74.20	-0.16%	1,818	1,816	-9.22%
lps	31.13	64.25	32.25	-0.80%	2,089	2,072	3.92%
mail	6.84	292.40	7.52	0.27%	2,193	2,199	9.94%
mpaa	11.68	171.23	14.84	2.13%	2,488	2,541	27.05%
mrx	26.88	74.40	25.15	-0.98%	1,890	1,871	-6.21%
msft	26.89	74.38	28.02	-1.17%	2,109	2,084	4.20%
navg	50.17	39.86	49.18	-0.73%	1,975	1,961	-1.97%
nvmi	7.42	269.54	9.07	-0.22%	2,450	2,445	22.24%
osk	30.50	65.57	36.09	-0.61%	2,381	2,367	18.33%
ppd	65.17	30.69	60.32	-2.11%	1,891	1,851	-7.44%
prsc	17.48	114.42	16.01	-1.36%	1,857	1,832	-8.41%
pwer	10.40	192.31	10.74	-2.54%	2,119	2,065	3.27%
rtn	48.33	41.38	52.15	-0.42%	2,167	2,158	8.68%
scei	6.76	295.86	6.43	0.78%	1,888	1,902	-4.88%
sndk	48.00	41.67	49.97	0.04%	2,081	2,082	4.10%
solr	7.87	254.13	11.68	4.19%	2,849	2,968	48.41%
supg	2.60	769.23	2.95	3.15%	2,200	2,269	13.46%
ter	12.43	160.90	13.75	-0.79%	2,230	2,212	10.62%
tnav	6.86	291.55	7.33	-1.74%	2,175	2,137	6.85%
tndm	14.71	135.96	15.45	0.68%	2,086	2,101	5.03%
tsra	19.93	100.35	21.26	-1.80%	2,173	2,133	6.67%
uis	24.27	82.41	27.10	0.07%	2,232	2,233	11.66%
untd	6.86	291.55	6.98	-0.85%	2,052	2,035	1.75%
usb	24.76	80.78	26.96	0.97%	2,157	2,178	9.09%
veco	45.07	44.38	44.51	-3.18%	2,040	1,975	-1.24%
vr	29.59	67.59	30.35	-0.75%	2,067	2,051	3.31%
Totals			-	-0.07%	106,827	106,749	6.88%
Ed	starting 12/3/10						-5.86%
MFI Index							9.70%
Russell 3000							6.54%

It is doing about "average".

New Mechanical Stocks

Three new stocks added this weekend to my mechanical portfolios. CMTL hit the top 30 screen (it is looking like a great buy to me... note I own it). Then RIGL and DVOX hit the top 50 screen.I doubt I will be a buyer of either, though I will be selling my PDLI tomorrow.

Quick Table of Results

Here is a quick table by year of my results. It continues to be a bit of a struggle. China increasing their interest rates isn't helping.

MFI Performance
	ITD	Annual
2006	10.74%	10.74%
2007	-6.57%	-15.63%
2008	-41.60%	-37.50%
2009	0.71%	72.47%
2010	10.90%	10.12%
2011	11.57%	0.61%
IWV 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	3.33%	1.65%
MFI Index Performance
	ITD	Annual
2006	8.30%	8.30%
2007	-6.88%	-14.02%
2008	-35.98%	-31.26%
2009	-11.07%	38.92%
2010	9.19%	22.77%
2011	11.49%	2.10%