Welcome to week 125 of my stock-picking throwdown with Mr. Market. Let's get right to the numbers.

Company

Starting Price*

Recent Price

Total Return
Akamai (Nasdaq: AKAM) $22.23 $51.75 132.8%
Harris & Harris $6.22 $4.99 (19.8%)
IBM $123.46** $150 21.5%
Oracle $22.37** $31.25 39.7%
Taiwan Semiconductor (NYSE: TSM) $9.35** $13.68 46.3%
AVERAGE RETURN -- -- 44.1%
S&P 500 SPDR $120.57** $129.30 7.24%
DIFFERENCE -- -- 36.86

Source: Yahoo! Finance.
*Tracking began on Aug. 7, 2008.
**Adjusted for dividends and other returns of capital.

After a two-week hiatus to celebrate the new year and attend the Consumer Electronics Show, I’m back with another look at my tech portfolio. The absence was good to Mr. Market, but better for my five stocks. I've gained back most of the 5 points lost in the week leading up to the Christmas holiday.

Not that indexers have much to complain about. We're just two weeks into 2011, and already the S&P 500 is up by 2.83% and the Nasdaq by 3.86%, CNBC reports. Good news from JPMorgan Chase helped fuel the gains. The once-troubled bank reported strong earnings and teased the possibility of raising its dividend.

Abroad, there's surging interest in emerging-market stocks even as Europe stares down a debt crisis and China faces renewed accusations of reverse-merger fraud. The MSCI Asia-Pacific index closed at 139.31 on Thursday, a new two-and-a-half-year high. Melco Crown Entertainment (Nasdaq: MPEL) and China Medical Technologies (Nasdaq: CMED) were among the week's big international gainers, up by 5.7% and 5.1%, respectively.

The week in tech
Here in the United States, blue-chip techies led the markets. Apple (Nasdaq: AAPL) was the big winner. Shares of the Mac maker, already up by 64% over the past year, advanced by 3.7% for the week. Investors have high hopes for a long-anticipated deal to bring the iPhone to Verizon's wireless network next month.

Google (Nasdaq: GOOG), up by a market-lagging 1.26%, should have been among the week's big winners but wasn't. The Big G scored at CES when a wide range of consumer-electronics manufacturers demonstrated new tablets based on the slick-looking Honeycomb edition of its Android operating system.

Motorola Mobility will be among the first to get a Honeycomb tablet to market. An initial version of Moto's Xoom slate is due before the end of the quarter, with a 4G edition expected to ship during Q2. Here's a closer look at all of Tabletpalooza's winners, losers, and also-rans.

But CES was about more than tablets. Vendors showed off 3-D technology, in-car systems, new smartphones, and all other forms of geekery. In short: It was an in-your-face look at the latest in disruptive innovation. History says this is exactly what we should be paying attention to as investors.

Look at David Gardner. He produced a decade of 20% returns in the real-money Rule Breaker portfolio by betting on a collection of innovators and then holding them for the long term. Tom Gardner's "simpleton portfolio" was also a 10-year winner. I believe that, with my tech portfolio, I will achieve similar success.

Checkup time!
Now let's move on to the rest of today's update.

  • On Monday, Taiwan Semiconductor Manufacturing reported a 41.9% increase in full-year 2010 revenue as demand for advanced electronics of the sort seen at CES drew customers to order more chips from its foundries. By Friday, the stock had reached a 52-week high of $13.69 per share.

There's your checkup. See you back here next week for more tech-stock talk.

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