Sunday, January 15, 2012

Ed's Talking Stock

Ed's Talking Stock Update

I know, I know, I said I would stop posting performance vs Ed. But it is like watching a train wreck. And I have this great stock picture of the Talking Horse, Mr Ed. Anyway, unsurprisingly he continues to self-destruct, implode, and all-around generally do poorly. He is down 2.8% early in the year, even though most everything (except Ed) is up. I did set up a new "Spiffy-Fifty" portfolio to go neck to nose with him in 2012. I will show our comps back to December 2010 and to give him a fighting chance will also just show 2012.

stock Initial Shares Current Daily Change Y-day Current Value Total Change Current w Dividends
AFAM 16.58 108.56 16.65 -1.77% 1,840 1,808 0.42% 1,808
AMED 10.91 164.99 10.06 -1.28% 1,681 1,660 -7.79% 1,660
APOL 53.87 33.41 57.19 -0.03% 1,912 1,911 6.16% 1,911
AMAT 10.71 168.07 11.50 -2.54% 1,983 1,933 7.38% 1,933
ASTX 1.89 952.38 2.08 0.00% 1,981 1,981 10.05% 1,981
CJES 20.93 86.00 18.67 -0.64% 1,616 1,606 -10.80% 1,606
CPLA 36.05 49.93 40.59 -0.56% 2,038 2,027 12.59% 2,027
CECO 7.97 225.85 9.56 0.53% 2,148 2,159 19.95% 2,159
CRAY 6.47 278.21 6.44 0.94% 1,775 1,792 -0.46% 1,792
CPIX 5.38 334.57 6.05 2.02% 1,984 2,024 12.45% 2,024
DELL 14.63 123.03 15.88 -0.38% 1,961 1,954 8.54% 1,954
DLX 22.76 79.09 23.22 -0.77% 1,851 1,836 2.02% 1,836
DLB 30.51 59.00 32.40 -2.70% 1,965 1,912 6.19% 1,912
XLS 9.05 198.90 9.62 0.42% 1,905 1,913 6.30% 1,913
LNC 19.52 92.21 21.07 -2.32% 1,989 1,943 8.35% 1,950
FRX 30.26 59.48 30.90 -1.40% 1,864 1,838 2.12% 1,838
GTAT 7.24 248.62 8.12 -3.10% 2,083 2,019 12.15% 2,019
GNW 6.55 274.81 7.51 -2.72% 2,122 2,064 14.66% 2,064
GTIV 6.75 266.67 7.09 -5.09% 1,992 1,891 5.04% 1,891
FCX 36.79 48.93 42.00 -1.06% 2,077 2,055 14.39% 2,059
ESI 56.89 31.64 64.77 0.05% 2,048 2,049 13.85% 2,049
KLAC 48.25 37.31 47.90 -1.84% 1,820 1,787 -0.73% 1,787
KLIC 9.25 194.59 10.48 -1.96% 2,080 2,039 13.30% 2,039
LRCX 37.02 48.62 38.50 -3.46% 1,939 1,872 4.00% 1,872
LPS 15.07 119.44 14.40 -3.87% 1,789 1,720 -4.45% 1,720
MEDW 12.82 140.41 13.01 -2.47% 1,873 1,827 1.48% 1,827
MANT 31.24 57.62 34.66 0.06% 1,996 1,997 10.95% 1,997
MDF 7.47 240.96 8.36 -0.24% 2,019 2,014 11.91% 2,014
MSFT 25.96 69.34 28.25 0.89% 1,942 1,959 8.82% 1,959
MNTA 17.39 103.51 19.26 0.31% 1,987 1,994 10.75% 1,994
NSU 5.53 325.50 6.12 -0.65% 2,005 1,992 10.67% 1,992
NOC 58.48 30.78 58.84 -1.52% 1,839 1,811 0.62% 1,811
NVMI 7.37 244.23 7.99 -0.50% 1,961 1,951 8.41% 1,951
PDLI 6.20 290.32 6.11 -0.49% 1,783 1,774 -1.45% 1,774
PETS 10.38 173.41 10.82 2.17% 1,836 1,876 4.24% 1,876
PWER 3.91 460.36 4.66 -5.86% 2,279 2,145 19.18% 2,145
RTN 48.38 37.21 48.67 -1.64% 1,841 1,811 0.60% 1,811
SAI 12.29 146.46 13.02 -0.69% 1,920 1,907 5.94% 1,907
SNDK 49.21 36.58 49.89 -1.17% 1,846 1,825 1.38% 1,825
SAVE 15.60 115.38 15.02 -0.92% 1,749 1,733 -3.72% 1,733
TNAV 7.81 230.47 7.84 0.90% 1,791 1,807 0.38% 1,807
TER 13.63 132.06 14.84 -1.53% 1,990 1,960 8.88% 1,960
TSRA 16.75 107.46 17.88 -0.83% 1,938 1,921 6.75% 1,921
USB 27.05 66.54 29.03 1.01% 1,912 1,932 7.32% 1,932
USNA 30.37 59.27 32.00 0.82% 1,881 1,897 5.37% 1,897
UIS 19.71 91.32 19.07 -1.75% 1,773 1,742 -3.25% 1,742
EGY 6.04 298.01 5.67 -2.58% 1,734 1,690 -6.13% 1,690
VECO 20.80 86.54 22.84 -3.14% 2,041 1,977 9.81% 1,977
VPHM 27.39 65.72 29.28 4.53% 1,841 1,924 6.90% 1,924
VG 2.45 734.69 2.38 -2.46% 1,793 1,749 -2.86% 1,749
Totals


-1.02% 96,014 95,004 -4.98% 95,016









Ed starting 12/3/10



-31.77%
Spiffy Fifty 2012 Results



5.57%
Ed 2012





-2.83%

2 comments:

M said...

Not defending him, but I have him down 0.5 this year as of the time of your post. Might want to check your numbers.

Nice site.

Marsh_Gerda said...

I always true up when he posts his monthly figures. Let us see:

Jan 12 -0.16%
Jan 11 +0.48%
Jan 10 -1.39%
Jan 9 -0.76%
Jan 5 +1.15%
Jan 4 +0.92%
Jan 3rd -2.8%

He often doesn't post Fridays, but I dug through his writings and you are right, on the th he was +0.9 and the 13th +1.16%. That gets him to -0.57%.

MG