Karel's Mechanical Fund

[Karel]

A very bad week for the fund: -6.2% this week, of course losing to the POTW (-2.8%), SPY (-0.9%), and the POTW+ (+0.3%!). The points:
POTW+: 22
POTW: 21
MF: 18

In percentages:
SPY: -2.5%
POTW: -17.2%
MF: -17.7%
POTW+: -20.7%

My fund has now lost 24% since 5/6.

This weeks top 3: BGC +0.0%, TTI -1.2%, SHOO -3.2%
Bottom 3: HANS -27.8%, CBK -8.3%, VOL -8.1%

PLXS went for 24.17 (-29.6%) and AMKR for 5.96 (-32.4%). After my report I noticed that CRS als needed to go (97.73, -28.2%). AKAM was bought for 39.08, ILMN for 36.70 and SHOO, the replacement for CRS, for 34.11.

This week GPI will be replaced by MDR.

Regards,

Karel

[Karel]

A rather good week for the fund: +3.2%, winning from SPY (+2.9%), the POTW (+0.8%), and the POTW+ (-0.3%). In points:
POTW+: 22
POTW: 22
MF: 20

In percentages:
SPY: +0.4%
MF: -15.0%
POTW: -16.5%
POTW+: -21.0%

This weeks top 3: CBK +8.8%, VOL +7.4%, AKAM +6.9%
Bottom 3: TTI -2.3%, AEM -1.0%, ILMN +0.3%

GPI went for 46.15 (-25.7% in 70 days), MDR was bought for 48.05. The average closed trade had a gain of 3.3% in 89 days, or 14.3% annualized. Not bad, but still a bit disappointing, especially given the fact that the balance of the current stocks in the fund is negative.

No changes.

Regards,

Karel

[Karel]

In the scramble to get my taxes done I completely forgot last week's installment, so it seems. Well, that was a down week, this was one was up. The point scores are close:

POTW: 24
POTW+: 24
MF: 22

The percentages are more interesting, but apart from SPY all negative (with this weeks and last weeks change):
SPY: +0.9% (+1.2% / -0.7%)
MF: -15.4% (+1.5% / -1.9%)
POTW: -16.5% (+0.7% / -0.8%)
POTW+: -20.7% (+1.4% / -1.0%)

The top three performers of my Mechanical Fund (QHOF on Marketocracy) were AKAM (+7.3%), ILMN (+6.3%) and AEM (+5.5%)
The bottom three: HANS (-8.2%), VOL (-2.9%) and CBK (-2.6%).

HANS, CBK and ILMN dropped from the screen and will be replaced by CLB, BW and AEOS at the earliest opportunity.

Regards,

Karel

[Karel]

A bit more than a week has passed and things don't look nice. The point scores tell a tale:

POTW: 30
POTW+: 29
MF: 25

The POTW, with or without special K factor, is scoring more wins than my Mechanical Fund, and the differences are becoming marked. While this was something I hoped for (but not too much; I like my Mechanical Fund doing well, too), the percentages are nothing to hope for:

SPY: +3.7%
POTW: -17.5%
MF: - 19.3%
POTW+ -22.4%

The POTW+ showed some signs of overtaking the POTW, percentage wise, but a truly disastrous week for teh POTW+ (last week) and a good week for the POTW this week made an end to that.

As there have been too many changes to document, I'll give the new lineup of stocks, when all the buying has been done Tuesday:

AKAM SHOO AEOS LIFC GYMB BDC PCCC BEBE IIVI BIG

And thanks to Jiesen we are able to refresh our Top Ten for the POTW+, current members:

Rob Diogenes RL IIC Ski Gatorman StkyT Mimo Karel Quasi-Ernie.

Actually I am 11 and QE is nr. 12, but DMK (1!) and ParkTwain don't participate enough to qualify for this select group.

Regards,

Karel