To newbie readers, I have set up a portfolio of 50 stocks > 100m once a month since January 2006. I think "hold" them for a year and track how the aggregate portfolio does versus the Russell 3000. The June 2010 portfolio was skunked, up 16.7% versus 25.7% for the benchmark. Chinese stocks were the major drag. Here are the 50 stocks in descending order:
| Stock | Initial Price | End Price | Percent Change | Mkt Cap |
| SOLR | 5.66 | 15.30 | 170% | 5,685 |
| TNAV | 8.43 | 16.57 | 97% | 103 |
| TTT | 6.22 | 11.75 | 89% | 248 |
| CBI | 19.11 | 34.85 | 82% | 4,995 |
| ENDP | 22.10 | 38.63 | 75% | 899 |
| SOHU | 40.88 | 68.47 | 67% | 143 |
| SNTA | 2.88 | 4.79 | 66% | 126 |
| ZLCS | 1.46 | 2.42 | 66% | 181 |
| MRX | 22.36 | 36.97 | 65% | 1,475 |
| LO | 68.57 | 110.49 | 61% | 11,522 |
| VPHM | 11.11 | 17.71 | 59% | 141 |
| GXDX | 16.37 | 25.00 | 53% | 240 |
| TNDM | 11.24 | 17.03 | 52% | 348 |
| IDCC | 25.29 | 38.31 | 51% | 331 |
| PPD | 45.69 | 66.48 | 46% | 486 |
| GME | 18.32 | 26.12 | 43% | 310 |
| FRX | 27.68 | 39.33 | 42% | 3,017 |
| CNU | 3.37 | 4.77 | 42% | 136 |
| USMO | 11.52 | 15.35 | 33% | 864 |
| UIS | 19.05 | 24.37 | 28% | 325 |
| PDLI | 4.51 | 5.75 | 27% | 363 |
| DLX | 18.53 | 23.53 | 27% | 820 |
| JCOM | 21.90 | 27.24 | 24% | 1,044 |
| SNTS | 2.58 | 3.19 | 24% | 17,660 |
| NSR | 20.87 | 25.75 | 23% | 653 |
| EME | 23.22 | 28.41 | 22% | 2,786 |
| IMMU | 3.23 | 3.82 | 18% | 1,034 |
| AHCI | 2.27 | 2.47 | 9% | 113 |
| CHKE | 15.68 | 16.89 | 8% | 113 |
| IPXL | 18.81 | 20.21 | 7% | 102 |
| UNTD | 5.61 | 5.81 | 4% | 1,145 |
| DRWI | 6.02 | 6.07 | 1% | 222 |
| ELNK | 7.70 | 7.65 | -1% | 2,932 |
| CBPO | 10.28 | 10.01 | -3% | 667 |
| APOL | 43.13 | 41.94 | -3% | 6,944 |
| OSK | 31.96 | 27.75 | -13% | 3,078 |
| VALU | 15.65 | 13.58 | -13% | 105 |
| PRSC | 14.26 | 12.20 | -14% | 180 |
| KIRK | 16.45 | 12.21 | -26% | 214 |
| AFAM | 35.75 | 25.72 | -28% | 241 |
| CHOP | 5.27 | 3.62 | -31% | 124 |
| UTA | 6.35 | 3.96 | -38% | 556 |
| UEPS | 13.62 | 8.35 | -39% | 2,180 |
| ARO | 28.81 | 17.15 | -40% | 2,650 |
| AMED | 44.64 | 25.28 | -43% | 726 |
| CYTK | 2.55 | 1.22 | -52% | 229 |
| JGBO | 9.32 | 3.08 | -67% | 414 |
| CEU | 4.19 | 0.97 | -77% | 295 |
| SCEI | 6.50 | 1.32 | -80% | 10,039 |
| CSKI | 11.48 | 2.25 | -80% | 234 |
Here is how every portfolio has performed so far, note that mfi is "winning" by about 2 percentage points:
| Average of Percent Change | ||
| 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 | 7.1% | 11.4% |
| 5/28/2010 | 19.3% | 25.4% |
| 6/29/2010 | 16.7% | 25.7% |
| 7/29/2010 | 8.3% | 18.9% |
| 9/2/2010 | 23.4% | 19.8% |
| 9/24/2010 | 16.8% | 13.6% |
| 10/29/2010 | 8.5% | 9.6% |
| 11/26/2010 | 8.7% | 8.4% |
| 1/3/2011 | 1.3% | 1.0% |
| 1/28/2011 | -2.4% | 0.8% |
| 2/25/2011 | -1.5% | -3.0% |
| 3/24/2011 | -3.0% | -2.4% |
| 4/21/2011 | -6.1% | -4.8% |
| 5/27/2011 | -4.2% | -4.6% |
| 6/24/2011 | 0.0% | 0.0% |
| Grand Total | 6.6% | 4.6% |
| Closed | 7.3% | 4.5% |
| Open | 4.1% | 4.8% |
As people know, I like a second metric besides "averages". This is because if a portfolio goes up by 20% and then down by 20%, that is different than up by 10% and down by 10%. Here is how you would have done investing $100k evenly over first 12 months:
| Category | Value |
| Total | 119,376 |
| Total New | 111,638 |
| Total Dividend | 220,981 |
| Total Russell 3K | 112,154 |
So "Total" means that if you followed the rules, your $100k would be $119k. If you had just bought "new" stocks, meaning new to my tracking portfolios in past 12 months, you would have done worse (this is a change, new stocks had actually been doing better). The big winner has been dividend stocks, meaning stocks with a yield > 2.4%. They have done MUCH better. Finally the benchmark Russell 3000.
For the new June 24th 2011 portfolio, there are surprisingly no "new" stocks. Here are the dividend stocks:
| Date | Stock | Mkt Cap | Yield |
| 6/24/2011 | UNTD | 527 | 6.9% |
| 6/24/2011 | USMO | 352 | 13.0% |
| 6/24/2011 | RTN | 17,159 | 3.2% |
| 6/24/2011 | PETS | 268 | 4.2% |
| 6/24/2011 | PDLI | 829 | 13.9% |
| 6/24/2011 | GNI | 166 | 11.4% |
| 6/24/2011 | DLX | 1,242 | 4.2% |
| 6/24/2011 | CMTL | 700 | 2.8% |
| 6/24/2011 | CHKE | 144 | 6.9% |
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