Results of 3 Portfolios: Cheap Growth Ready to Breakout (July 16, 2007)

In a previous article, I described the Cheap Growth Ready to Breakout Screen.

In this post, we will continue to track the performance of three portfolios. We are taking the snapshot as of Monday, July 16, 2007.

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Portfolio 1: February 23, 2007     
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# Symbol Start  End     Return
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1 AMX 47.15 64.87 37.58% 
2 TSM 10.91 11.68 7.06% 
3 VIP 85.18 112.50 32.07% 
4 IPR 74.30 89.00 19.78% 
5 AYE 47.90 55.10 15.03% 
6 WCRX 14.45 19.17 32.66% 
7 BRP 43.42 72.89 67.87% 
8 SCS 19.76 18.72 -5.26% 
9 MLHR 39.54 33.37 -15.60% 
10 AIR 30.61 34.10 11.40% 
11 GRT 27.59 24.32 -11.85% 
12 DVR 12.49 16.70 33.71% 
13 TGI 55.02 70.25 27.68% 
14 CRAI 53.88 49.08 -8.91% 
15 TLF 7.99 7.10 -11.14% 
16 APH 33.89 37.07 9.38% 
17 GIL  26.80 35.24 31.49% 
18 MIDD 58.88 62.79 6.64% 
=========================================
= Total   15.53% 
=========================================     
 SPY 144.10 154.83 7.45% 
 IWM 81.64 84.48 3.48% 
 EFA 76.68 83.37 8.72% 
=========================================

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Portfolio 2: March 14, 2007
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# Symbol Start  End     Return
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1 TSM 11.06 11.68 5.61%
2 DISH 42.50 43.92 3.34%
3 WFR 55.05 63.04 14.51%
4 ASX 5.95 7.23 21.51%
5 SPIL 9.18 11.64 26.80%
6 BRP 44.00 72.89 65.66%
7 LAUR 59.28 61.93 4.47%
8 KSU 33.65 40.67 20.86%
9 BEAV 30.73 43.09 40.22%
10 CVO 24.50 23.42 -4.41%
11 IART 43.45 50.30 15.77%
12 KNL 23.00 22.71 -1.26%
13 AIR 30.25 34.10 12.73%
14 MYE 18.24 22.16 21.49%
=============================================
= Total   17.66%
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 SPY 138.13 154.83 12.09%
 IWM 76.91 84.48 9.84%
 EFA 72.83 83.37 14.47%
=============================================

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Portfolio 3: May 16, 2007    
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# Symbol Start  End     Return
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1 ESV 58.45 60.86 4.12%
2 GSF 65.98 72.07 9.23%
3 TDW 64.90 75.62 16.52%
4 KB 93.35 91.96 -1.49%
5 FCX 71.29 92.94 30.37%
6 VLO 72.03 76.08 5.62%
7 NBG 11.59 12.54 8.20%
8 ACGY 21.35 26.72 25.15%
9 AYR 35.98 38.78 7.78%
10 FTI 73.68 88.97 20.75%
11 HXM 62.29 61.50 -1.27%
12 SZE 57.58 57.11 -0.82%
13 SLB 76.50 90.54 18.35%
14 CLB 92.77 106.41 14.70%
15 CKR 20.38 19.51 -4.27%
16 CEPH 80.14 82.28 2.67%
17 TDK 87.55 92.02 5.11%
18 SNDA 26.65 33.04 23.98%
19 LKQX 24.30 25.38 4.44%
=============================================
= Total   9.96%
=============================================
 SPY 150.95 154.83 2.57%
 IWM 81.26 84.48 3.96%
 EFA 80.14 83.37 4.03%
=============================================

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SPY is an ETF that represents that S&P 500 US Large Cap Index.
IWM is an ETF that represents the US Small Cap Russell 2000 index.
EFA is an ETF that represents the developed international market index covering Europe, Japan, and Australia.

Based on this, the three portfolios performed (until July 16, 2007)

1. February 23, 2007: 15.53% return, outperforming all three indices by 8.94% to 14.19%.
   
2. March 14, 2007: 17.66% return, outperforming all three indices by 3.19% to 7.82%
   
3. May 16, 2007: 9.96% return, outperforming all three indices from 13.63% to 15.09%
   

So far, this screen seems to be performing very well. Let us continue to monitor.