Thursday, October 8, 2009

Performance details for Month 27

As of 10/8/2009, my 27 month old Magic Formula Fund (MFF1) was beating the SP500 by 7.73% (4.80% annualized). My second 13 month old fund (MFF2) was trailing the SP500 by 2.54%.

Oct 2009 Picks: MHP, RTN, TPC

MFF1: MHP, RTN, TPC
MFF2: MHP, RTN, TPC

Tuesday, September 8, 2009

Sept 2009 Picks: LO, UNTD, ENDP

MFF1: LO, UNTD, ENDP
MFF2: LO, UNTD, ENDP

Performance details for Month 26

As of 9/8/2009, my 26 month old Magic Formula Fund (MFF1) was beating the SP500 by 3.77% (2.98% annualized). My second 1 yr old fund MFF2 was beating the SP500 by 2.46%.


Wednesday, August 12, 2009

August 2009 Picks: BKE, EME, CBZ

MFF1: BKE, EME, CBZ
MFF2: BKE, EME, CBZ

Performance details for Month 25

As of 8/1/2009, my 25 month old Magic Formula Fund (MFF1) was beating the SP500 by 5.23% (4.04% annualized). This is up from a month ago when I was beating the SP500 by 2.51%. My second fund, the 10 month old MFF2 fund, is now beating the SP500 by 0.63%. Click on the images below to see further details for MFF1.





Saturday, July 18, 2009

July 2009 Picks: VM, IPHS, UTA

MFF1: VM, IPHS, UTA
MFF2: VM, IPHS, UTA

Tuesday, July 14, 2009

Performance details for 2 years

As of 7/1/2009, my 24 month old Magic Formula Fund (MFF1) was beating the SP500 by 2.51% (2.63% annualized). This is slightly down from a month ago when I was beating the SP500 by 2.64%. My second fund, the 9 month old MFF2 fund, was trailing the SP500 by 5.83%. Click on the images below to see further details for MFF1.

Thursday, June 18, 2009

June 2009 Picks: MSTR, PFE, MLHR

MFF1: MSTR, PFE, MLHR
MFF2: MSTR, PFE, MLHR

Performance details for Month 23

As of 5/31/2009, my 23 month old Magic Formula Fund (MFF1) was beating the SP500 by 2.64% (2.95% annualized). This is slightly down from a month ago when I was beating the SP500 by 5.33%. My second fund, the 8 month old MFF2 fund, was trailing the SP500 by 5.50%. Click on the images below to see further details for MFF1.




Sunday, May 10, 2009

May 2009 Picks: SOLR, RST, TWX

MFF1: SOLR, RST, TWX
MFF2: SOLR, RST, TWX

Performance details for Month 22

As of 4/30/2009, my 22 month old Magic Formula Fund (MFF1) was beating the SP500 by 5.33% (5.00% annualized). This is considerably up from a month ago when I was trailing the SP500 by 3.18%. My second fund, the 8 month old MFF2 fund, was trailing the SP500 by 4.10%. Click on the images below to see further details for MFF1.




Tuesday, April 21, 2009

April 2009 Picks: KBR, TRA, PPD, NTRI

MFF1: KBR, TRA, PPD
MFF2: TRA, PPD, NTRI

Performance details for Month 21

As of 3/31/2009, my 21 month old Magic Formula Fund (MFF1) was trailing the SP500 by 3.18% (1.51% annualized). This is slightly up from a month ago. My second fund, the 7 month old MFF2 fund, was trailing the SP500 by 10.19%. Click on the images below to see further details for MFF1.



Friday, March 13, 2009

March 2009 Picks: HUBG, LOOP, DECK

MFF1: HUBG, LOOP, DECK
MFF2: HUBG, LOOP, DECK

Thursday, March 5, 2009

Performance details for Month 20

As of 3/1/2009, my 20 month old Magic Formula Fund (MFF1) is still trailing the SP500. I am now trailing the SP500 by 3.26% (2.82% annualized). This is slightly up from a month ago. My second fund, the 6 month old MFF2 fund, is trailing the SP500 by 12.96%. Click on the images below to see further details for MFF1.

Wednesday, February 11, 2009

Feb 2009 Picks: GHM, TKTM, ADSK

MFF1 picks: GHM, TKTM, ADSK
MFF2 picks: GHM, TKTM, ADSK

Saturday, January 31, 2009

Performance details for Month 19

As of 1/31/2009, my 19 month old Magic Formula Fund (MFF1) is back to trailing the SP500. I am now trailing the SP500 by 3.57% (3.28% annualized). This is down from a month ago of beating the SP500 by 0.30% (0.29% annualized). My second fund, the 5 month old MFF2 fund, is trailing the SP500 by 12.10%. Click on the images below to see further details for MFF1.




Saturday, January 10, 2009

Jan 2009 Picks: MTW, WFR, BIDZ, RSH, TSCM

MFF1 picks: MTW, WFR, BIDZ
MFF2 picks: RSH, TSCM, BIDZ

Friday, January 9, 2009

Performance details for 1.5 years

As of 12/31/2008, my 18 month old Magic Formula Fund (MFF1) is beating the SP500 by 0.30% (0.29% annualized). This is up from a month ago of trailing the SP500 by 0.19% (2.65% annualized). My second fund, the 4 month old MFF2 fund, is trailing the SP500 by 10.34%. Click on the images below to see further details for MFF1.