Greenblatt's Little Book That Beats The Market Message Board

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Strategies & Market Trends : Greenblatt's Little Book That Beats The Market

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To: Paul Senior who wrote (91)	2/25/2006 1:30:06 PM
From: Mark Marcellus	Read Replies (1) of 218

Okay Paul, since you asked <g> I decided to sell one of my mutual fund holdings and replace it with MFI. The criteria I set for myself in using the strategy: - Minimum market cap of (IIRC) 128M. This was more or less arbitrarily chosen. I wanted to avoid the very smallest caps because I don't want to deal with Pink Sheets or BBS, and Greenblatt suggests not using a round number when setting a minimum - Choose from list of 25 - Try to get a mix of market caps and sectors (and preferring sectors I don't own elsewhere). - Do a cursory look when choosing(because I can't help myself) but try to keep it random. - Do it on a three month cycle, four stocks at a time (i.e. will maintain a portfolio of 16 stocks upon completion of the first year). Note that this varies slightly from the "official" recommendation, but based on the amount of money I wanted to devote to this it made the most sense. - Will normally avoid stocks I already own outside of MFI (AEOS eliminated for this reason) My first purchases, on 1/18/06: CBS: Larger cap, took it because it's a spinoff and spinoffs tend to outperform. FWIW, after their latest report they disappeared from all the MFI screens. IVII: Chosen because it was one of the smallest cap stocks KG: Medium cap, wanted a medical sector stock, chose this over another one whose name I can't remember for reasons I can't remember. VTRU: Once again, chosen because the market cap was about what I was looking for. Other than CBS, all companies still appear on the list when I run the screen. Results so far: CBS: -3.86% IVII:+2.97% KG: +6.44% VTRU: +23.06% Portfolio (excl cash): +7.18% Will post an update when I do my next purchase in April.

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