Sunday, November 16, 2008

Ever wonder why Joel Greenblatt does not use his Magic Formula for his own portfolio? Here we go. Instead of a very concentrated portfolio, he bought 156 stocks with a $63 million portfolio. Now let's see how a real magic formula portfolio works. These are the details of the buys.

New Purchases: ABC, ACN, ADTN, AG, AIMC, AKAM, ALV, ANF, AOB, AP, ARM, ARO, ASIA, AYI, BARE, BBI, BEAV, BGP, BJ, BKE, BR, BUCY, BVF, CA, CBZ, CCRN, CEC, CEPH, CHKP, CIR, CKXE, CLS, CMCO, CPB, CPWR, CQB, CR, CTCM, CTL, CTR, CXR, CYCL, DAR, DDUP, DELL, DISH, DSCP, ELNK, EME, EMR, EQ, ERES, EXPO, FINL, FIX, FLR, FLS, FRX, GCO, GDI, GHM, GME, GPS, GR, GSOL, GTI, GTLS, HLF, HMA, HUB-B, IFSIA, IM, INTC, IPG, ISIL, IVGN, JAS, JBL, JOYG, KBR, KNSY, KV-A, LHCG, LXK, M, MAN, MFLX, MFW, MNST, MRX, MSFT, MSTR, MTW, NPO, NSM, NSR, NSTC, NT, NTE, NWS-A, NWY, NZ, OMC, OMI, ORCL, PACR, PCLN, PCP, PCR, PFE, PH, PII, PLCE, PPD, Q, QLGC, RAI, RBN, ROG, ROST, RSCR, RSH, RX, SANM, SAPE, SLE, SNHY, SNPS, SOHU, STX, SUNH, SVR, SWIM, SWIR, SYX, T, TEX, TIF, TTMI, TTWO, TXT, VC, VCI, VCLK, VGR, VIA-B, VSH, VTIV, WBC, WFR, WMS, WPI, WTSLA, XIDE, XLNX,
Sold Out: ODP,

http://www.gurufocus.com/news.php?id=38526

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