FDS - My Quarterly Non-Taxable Portfolio Update

Background

My loyal readers should be familiar with the following factors (weights in descending order) that I use to determine the fundamental quality of each stock:

1. Management's capital allocation skills (check out the Importance of ROIC).
2. Growth (this matters only in cases of decent returns on capital).
3. Shareholder friendliness and corporate governance.
4. Cash flow.
5. Profitability.
6. Financial strength.
7. Industry.

So how would my quality investing strategy play out and what exactly did this contribute to my investment performance over time? Here comes my first article to analyze performance attribution in order for me