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Saturday, April 26, 2008

Greenblatt Returns - March 2008

A little late but here it is through March 31, 2008:

Jan 2008 MFI Return = -4.0% vs. Wilshire 5000 = -5.8%
Feb 2008 MFI Return = -0.2% vs. Wilshire 5000 = -3.6%
Mar 2008 MFI Return = +0.1% vs. Wilshire 5000 = -0.9
YTD 2008 MFI Return = -4.1% vs. wilshire 5000 = -10.0%

My MFI portfolio is currently 35% cash.

I did not make any changes to my MFI portfolio in March.

Current MagicFormula holdings:

3M (MMM)
Accenture (ACN)
Amgen (AMGN)
Applied Materials (AMAT)
Barr Pharmaceutical (BRL)
Cisco (CSCO)
Freightcar America (RAIL)
General Mills (GIS)
Hasbro (HAS)
Johnson and Johnson (JNJ)
Marathon Oil (MRO)
Microsoft (MSFT)
Pfizer (PFE)
Sara Lee (SLE)
Valero (VLO)
Verigy (VGY)

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