Top 50 Stocks from March 25th 2010
| Stock | Initial Price | End Price | Percent Change | 52 week low | Mkt Cap |
| WTW | 25.00 | 64.20 | 157% | 24.47 | 1,972 |
| SOLR | 5.11 | 10.85 | 112% | 4.90 | 734 |
| DECK | 45.49 | 83.00 | 82% | 40.76 | 1,756 |
| RGR | 12.39 | 21.80 | 76% | 11.98 | 241 |
| PPD | 37.50 | 65.86 | 76% | 34.00 | 377 |
| CBI | 23.23 | 40.72 | 75% | 16.64 | 2,331 |
| FLR | 45.78 | 73.59 | 61% | 41.20 | 8,265 |
| IDCC | 27.96 | 44.10 | 58% | 22.30 | 1,210 |
| ENDP | 23.38 | 35.34 | 51% | 19.58 | 2,742 |
| VCLK | 10.00 | 14.51 | 45% | 8.88 | 839 |
| CF | 89.66 | 125.82 | 40% | 57.56 | 4,373 |
| RAI | 25.13 | 34.96 | 39% | 19.50 | 15,612 |
| DLX | 18.75 | 25.82 | 38% | 16.57 | 1,005 |
| CBPO | 11.35 | 15.16 | 34% | 9.31 | 257 |
| FWLT | 27.25 | 35.98 | 32% | 20.33 | 3,473 |
| CNU | 3.91 | 5.12 | 31% | 3.25 | 234 |
| LO | 72.01 | 93.73 | 30% | 70.24 | 11,914 |
| USMO | 11.23 | 14.61 | 30% | 12.10 | 287 |
| JCOM | 23.32 | 29.42 | 26% | 21.00 | 1,031 |
| EME | 25.47 | 31.48 | 24% | 22.29 | 1,686 |
| VGR | 14.04 | 17.09 | 22% | 13.88 | 1,093 |
| SNTA | 4.56 | 5.19 | 14% | 2.55 | 155 |
| PRGX | 5.99 | 6.28 | 5% | 3.60 | 139 |
| CHKE | 16.94 | 17.14 | 1% | 15.72 | 160 |
| IMMU | 3.46 | 3.49 | 1% | 2.81 | 260 |
| FRX | 31.22 | 31.31 | 0% | 24.17 | 9,440 |
| GME | 21.78 | 21.73 | 0% | 17.70 | 3,456 |
| HRB | 16.61 | 16.47 | -1% | 10.13 | 5,716 |
| ELNK | 7.94 | 7.85 | -1% | 7.73 | 905 |
| PDLI | 5.70 | 5.63 | -1% | 4.66 | 766 |
| PRSC | 15.71 | 15.21 | -3% | 11.88 | 203 |
| EPAX | 10.78 | 10.30 | -4% | 9.74 | 209 |
| RTN | 55.53 | 51.28 | -8% | 42.65 | 21,639 |
| SAI | 19.10 | 17.04 | -11% | 14.87 | 4,107 |
| UIS | 36.22 | 32.20 | -11% | 17.04 | 1,532 |
| TSRA | 20.68 | 17.78 | -14% | 14.96 | 1,031 |
| UNTD | 7.20 | 6.18 | -14% | 4.75 | 650 |
| ARO | 28.59 | 24.19 | -15% | 21.26 | 2,833 |
| QDEL | 13.90 | 11.71 | -16% | 10.48 | 403 |
| APOL | 62.43 | 43.36 | -31% | 33.75 | 9,669 |
| SMED | 6.90 | 4.71 | -32% | 3.65 | 101 |
| SNTS | 4.88 | 3.22 | -34% | 2.09 | 285 |
| VALV | 8.07 | 4.85 | -40% | 4.50 | 184 |
| AMED | 57.33 | 34.00 | -41% | 22.82 | 1,616 |
| QKLS | 5.90 | 2.92 | -51% | - | 123 |
| UEPS | 18.21 | 8.80 | -52% | 8.24 | 826 |
| XOMA | 0.42 | 0.19 | -55% | 2.24 | 113 |
| CEU | 5.38 | 1.58 | -71% | - | 133 |
| CSKI | 15.31 | 3.79 | -75% | 3.56 | 256 |
| SPMD | 40.31 | 7.09 | -82% | 4.33 | 605 |
Here is a listing of all the monthly portfolios I have tracked since January 2006:
| Date | Total | IWV |
| 1/6/2006 | 16.0% | 10.9% |
| 2/17/2006 | 21.2% | 14.6% |
| 3/29/2006 | 13.0% | 9.6% |
| 4/7/2006 | 10.3% | 12.1% |
| 5/12/2006 | 20.4% | 18.6% |
| 5/31/2006 | 29.2% | 23.3% |
| 6/30/2006 | 22.4% | 20.0% |
| 7/31/2006 | 19.7% | 17.3% |
| 8/31/2006 | 13.0% | 13.3% |
| 9/28/2006 | 12.7% | 14.6% |
| 10/27/2006 | 10.3% | 12.0% |
| 11/29/2006 | -0.3% | 4.8% |
| 12/28/2006 | -6.9% | 3.4% |
| 1/26/2007 | -10.2% | -6.6% |
| 2/27/2007 | -3.7% | -1.0% |
| 3/26/2007 | -9.8% | -5.5% |
| 4/27/2007 | -10.9% | -5.0% |
| 5/29/2007 | -11.5% | -6.3% |
| 7/3/2007 | -30.0% | -15.6% |
| 7/30/2007 | -19.9% | -11.5% |
| 8/30/2007 | -12.5% | -8.7% |
| 9/27/2007 | -19.0% | -18.2% |
| 11/2/2007 | -40.4% | -34.3% |
| 11/28/2007 | -40.1% | -38.3% |
| 12/28/2007 | -36.3% | -40.0% |
| 1/25/2008 | -36.4% | -35.9% |
| 2/26/2008 | -51.7% | -41.5% |
| 3/24/2008 | -40.9% | -36.8% |
| 4/25/2008 | -25.6% | -31.0% |
| 5/28/2008 | -22.2% | -33.6% |
| 7/2/2008 | -11.7% | -25.3% |
| 7/29/2008 | -10.5% | -20.9% |
| 8/29/2008 | -13.8% | -17.9% |
| 9/26/2008 | -4.3% | -10.0% |
| 10/31/2008 | 18.7% | 13.9% |
| 11/26/2008 | 50.9% | 27.7% |
| 12/26/2008 | 48.9% | 32.3% |
| 1/23/2009 | 59.3% | 36.4% |
| 2/27/2009 | 92.8% | 55.6% |
| 3/27/2009 | 85.8% | 48.1% |
| 4/24/2009 | 69.7% | 45.8% |
| 5/29/2009 | 31.8% | 22.8% |
| 6/29/2009 | 21.3% | 24.0% |
| 7/29/2009 | 19.5% | 15.9% |
| 8/28/2009 | 7.4% | 8.8% |
| 9/25/2009 | 12.6% | 12.4% |
| 10/30/2009 | 22.7% | 18.3% |
| 11/27/2009 | 24.3% | 13.6% |
| 12/31/2009 | 23.7% | 18.1% |
| 1/22/2010 | 19.0% | 20.6% |
| 2/26/2010 | 18.6% | 23.6% |
| 3/25/2010 | 10.0% | 15.4% |
| 4/23/2010 | 4.1% | 9.8% |
| 5/28/2010 | 16.7% | 22.1% |
| 6/29/2010 | 22.9% | 28.3% |
| 7/29/2010 | 13.9% | 21.4% |
| 9/2/2010 | 25.4% | 22.3% |
| 9/24/2010 | 17.7% | 16.0% |
| 10/29/2010 | 11.8% | 11.9% |
| 11/26/2010 | 12.1% | 10.7% |
| 1/3/2011 | 4.0% | 3.1% |
| 1/28/2011 | 3.2% | 2.9% |
| 2/25/2011 | -0.3% | -1.0% |
| Grand Total | 7.6% | 5.4% |
| Closed | 6.8% | 3.5% |
| Open | 12.0% | 13.4% |
Finally, I always like to use actual dollars in my analysis as percentages and averages can be misleading (for example +10% then down 10% is different than +25% and down 25%, but they both average 0%). So here is what you would have if you started with $100,000 spread over the first 12 months:
| Total | 123,132 |
| Total New | 115,562 |
| Total Dividend | 214,366 |
| Total Russell 3K | 114,773 |
So you'd have $123k now versus $114.7k from being in Russell 3000. I also have sub portfolios called "new" and "dividend". New only uses stocks new to the tracking portfolios in past year. Dividend uses stocks that yield over 2.4%. You can see that the dividend stocks have been the big winners.
Dividend Stocks In The New Portfolio
| Stock | Initial Price | End Price | Yield |
| UNTD | 6.18 | 6.29 | 6.5% |
| USMO | 14.61 | 14.8 | 13.7% |
| RTN | 51.28 | 50.8 | 2.9% |
| PETS | 15.1 | 15.49 | 3.1% |
| PDLI | 5.63 | 5.53 | 11.5% |
| LO | 93.73 | 94.74 | 4.9% |
| DLX | 25.82 | 26.08 | 3.9% |
| CHKE | 17.14 | 17.18 | 7.8% |
| HRB | 16.47 | 16.56 | 3.6% |
The only new stock is POZN.
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