Over the past month the Twitter (TWTR) top 10 portfolio under performed once again. It was down over 2% while the S&P 500 Index was up. Plug Power (PLUG) was the main culprit for the under performance (down 32%). It is once again the type of stock that I always avoid. It was in a clear down trend and is also a low priced stock. Not the characteristics that lead to a high batting average. But, the portfolio is designed to illustrate the pros and cons of mechanical investing and tell us about market conditions. It is not a list to be bought blindly. It is intended to be a starting point for stock selection. We use Twitter momentum for timing stock purchases.

On the first Friday of every month we pick 10 new stocks for the portfolio based on their monthly support from the Twitter stream. Subscribers to Trade Followers can see the most bullish stocks on Twitter over several time frames. Below are a selection of bullish stocks over the past month.

Below is a performance chart and details of the past months picks.