I've also been missing quite a few month for posting my progress, so since you are being all responsible, I should do the same.

I pulled up my account activity for the past 12 months and summed up my invested amounts (debits) and returns (dividends plus current market value of holdings). I am showing a profit of 12.5% for the past 12 months.

About a third of my holdings are negative, the middle third ranged from 0%-7%, and the upper third are up 12%-32%. This doesn't include dividends, just stock value.

My impressions:
1. Yes you are right about that! I have lots of activity in the fall of last year, and then didn't do much at all in the spring. (one buy between Jan and May!) Then I got on the stick, put a reminder in my iPhone calendar, and invested each month. So I did a lot of investing in the last four months.
2. Cigar butts, yes. Out of 22 holdings from 2011 to now, 2 are down over 30% (Weight Watchers and HP)
3. Cyclicals, yes as well. I have 3 up over 30% (Almost Family, Tempur-Pedic, and Seagate)

I've had fun by combining additional preferences to the random-market cap list I generate each month. Sometimes I'll rank the list of thirty by dividend yield and pick the top payers; or Value Line's 3-5 yr Target Price Range, or Piotroski score, or CAPS 5 stars, etc. Can't say it's improved results at all, but it keeps it interesting. If you'd like to see more detailed results, let me know.