| Stock | Initial | Current | Dividends | Change |
| 9.38 | 6.30 | 0.60 | -26.4% | |
| 4.21 | 1.70 | - | -59.6% | |
| 22.38 | 28.26 | - | 26.3% | |
| CALL | 14.27 | 6.91 | - | -51.6% |
| AGX | 33.90 | 39.97 | 0.70 | 20.0% |
| KING | 19.19 | 14.68 | 1.40 | -16.2% |
| GAME | 6.60 | 6.75 | - | 2.3% |
| LQDT | 13.49 | 9.35 | - | -30.7% |
| 12.56 | 32.59 | - | 159.5% | |
| PFMT | 9.59 | 3.15 | - | -67.2% |
| DEPO | 9.95 | 30.14 | - | 202.9% |
| 17.07 | 15.74 | - | -7.8% | |
| CTCM | 9.67 | 1.91 | 0.53 | -74.8% |
| 146.51 | 113.37 | 9.39 | -16.2% | |
| HLF | 53.30 | 51.41 | - | -3.5% |
| AVG | 17.00 | 27.67 | - | 62.8% |
| 36.10 | 34.32 | - | -4.9% | |
| 63.85 | 135.16 | - | 111.7% | |
| IQNT | 10.61 | 17.76 | 0.60 | 73.0% |
| QCOR | 89.52 | 93.60 | - | 4.6% |
| 27.88 | 14.01 | - | -49.7% | |
| 34.60 | 33.38 | 1.35 | 0.4% | |
| 14.23 | 3.81 | - | -73.2% | |
| 49.96 | 57.43 | 1.08 | 17.1% | |
| 58.69 | 41.62 | 1.39 | -26.7% | |
| NSR | 27.86 | 29.01 | - | 4.1% |
| PRIS | 9.75 | 7.75 | 4.1% | |
| 25.06 | 27.28 | 0.80 | 12.1% | |
| 21.29 | 20.02 | - | -6.0% | |
| 44.50 | 46.27 | 3.65 | 12.2% | |
| 51.82 | 45.69 | - | -11.8% | |
| 32.09 | 31.18 | 0.80 | -0.3% | |
| TZOO | 17.24 | 11.95 | - | -30.7% |
| CA | 28.79 | 30.34 | 1.00 | 8.9% |
| PETS | 13.70 | 18.00 | 0.68 | 36.4% |
| NDZ | 12.96 | 13.00 | - | 0.3% |
| 23.37 | 34.44 | - | 47.4% | |
| 42.41 | 46.96 | 1.38 | 14.0% | |
| SWHC | 12.35 | 16.44 | - | 33.1% |
| 13.38 | 19.96 | - | 49.2% | |
| 83.47 | 139.95 | 1.52 | 69.5% | |
| 2.38 | 1.41 | - | -40.8% | |
| 91.86 | 98.71 | 2.55 | 10.2% | |
| 124.29 | 165.37 | 2.90 | 35.4% | |
| ATAI | 4.90 | 4.65 | - | -5.1% |
| 9.45 | 11.44 | - | 21.1% | |
| TDC | 42.61 | 35.93 | - | -15.7% |
| 6.91 | 6.45 | 0.10 | -5.3% | |
| BAH | 22.27 | 25.94 | 1.48 | 23.1% |
| CYOU | 24.04 | 23.46 | - | -2.4% |
| Total | 8.7% |
8.7% is a bit better than the R3K and quite a bit better than my end of July tracking portfolio is faring. Let us look at the next 50 stocks:
| Stock | Initial | Current | Dividends | Change |
| 31.05 | 32.80 | 0.40 | 6.9% | |
| LFVN | 1.30 | 0.54 | - | -58.5% |
| 9.21 | 11.32 | 0.15 | 24.5% | |
| 19.55 | 23.92 | 1.60 | 30.5% | |
| STV | 4.54 | 3.23 | - | -28.9% |
| STRZA | 28.35 | 44.09 | - | 55.5% |
| 110.03 | 124.21 | 1.72 | 14.5% | |
| 4.18 | 2.80 | - | -33.0% | |
| NTP | 7.13 | 4.65 | - | -34.8% |
| FRAN | 12.78 | 13.50 | - | 5.6% |
| 18.67 | 25.87 | 0.52 | 41.3% | |
| 95.89 | 123.28 | 1.93 | 30.6% | |
| 40.26 | 40.36 | 0.54 | 1.6% | |
| 28.71 | 30.89 | - | 7.6% | |
| KRFT | 54.13 | 88.19 | 2.20 | 67.0% |
| RPXC | 15.60 | 16.30 | - | 4.5% |
| IILG | 21.18 | 22.33 | 0.46 | 7.6% |
| APEI | 35.70 | 26.65 | - | -25.4% |
| 43.15 | 44.61 | 1.21 | 6.2% | |
| K | 60.20 | 63.75 | 1.96 | 9.2% |
| 26.94 | 21.08 | 0.75 | -19.0% | |
| 42.06 | 33.33 | - | -20.8% | |
| ITRN | 23.08 | 24.90 | 0.90 | 11.8% |
| VIAB | 82.36 | 61.80 | 1.40 | -23.3% |
| 22.43 | 31.34 | - | 39.7% | |
| 90.92 | 171.57 | - | 88.7% | |
| XLS | 17.25 | 24.66 | 0.30 | 44.7% |
| 35.05 | 30.65 | 0.64 | -10.7% | |
| 86.37 | 43.97 | - | -49.1% | |
| 2.53 | 1.64 | - | -35.2% | |
| 15.44 | 12.90 | 1.80 | -4.8% | |
| 68.44 | 79.35 | 1.88 | 18.7% | |
| 3.80 | 3.16 | - | -16.8% | |
| RAI | 55.63 | 76.87 | 2.68 | 43.0% |
| SAIC | 41.77 | 52.56 | 0.84 | 27.8% |
| 25.77 | 30.35 | 0.90 | 21.3% | |
| MD | 59.18 | 76.01 | - | 28.4% |
| BOLT | 17.07 | 22.00 | - | 28.9% |
| 107.55 | 120.22 | 2.50 | 14.1% | |
| EGL | 34.56 | 24.83 | 11.43 | 4.9% |
| CPLA | 63.96 | 54.35 | 1.46 | -12.7% |
| 62.04 | 67.92 | - | 9.5% | |
| FF | 15.76 | 12.65 | 0.36 | -17.4% |
| EXLS | 28.05 | 36.39 | - | 29.7% |
| 65.47 | 104.79 | 0.25 | 60.4% | |
| 72.78 | 64.96 | 2.72 | -7.0% | |
| 3.38 | 4.53 | - | 34.0% | |
| 40.04 | 37.58 | 0.90 | -3.9% | |
| MO | 40.54 | 51.31 | 2.08 | 31.7% |
| 36.18 | 39.25 | - | 8.5% | |
| Total | 9.2% |
So actually a little bit better. Just eye balling the list - it seems that the hypothesis of larger cap stocks with a 2.4% dividend would have outperformed. Yep, that subset would be up 12.1%. On the first group it would be up 3.5%, really hurt by big decline in CTCM.
Ok, that is a wrap.
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2 comments:
Interesting to look back at an old list like that. Overall the result is okay, but a lot of variability in there. That's hard to hold on to through the year. Eliminating the countries that don't respect the rule of law would have helped in the first list by screening out CTCM (-74.8%)...
Hard to say if that is the right answer though. Personally I'll my money out of those countries, but if I had to pick one I would select China before Russia for my investing selections. The Chinese economy is enormous and doesn't seem to be under as tight of control by one person. In the future the investment results might be reversed by showing huge price increases.
regards,
j
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