Quarter to Quarter Aggressive Growth Stocks Message Board

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Strategies & Market Trends : Quarter to Quarter Aggressive Growth Stocks

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To: Jack Hartmann who wrote (2850)	5/26/2001 9:25:57 PM
From: Jack Hartmann	Read Replies (1) of 6928

Portfolio performance for May up 8.2%. Up 3.2% for the year Gilder2001 down 17.5% YTD. J-blimps down 29.4% since May 25. Fuel cells/Alt energy down 3.2% since started in August. Up 21% this month. Gorilla Hunters down 42.7% since December 3, 2000. OC-192 down 37.3% since started in Mid-February. Long timers MDT - $44.25 to 42.50. Down 3.9% ORCL - $17.15 to 16.51 Down 3.7% 2000 Additions SCHL $42.98 to 41.61. Down 3.2% PHA $52.25 to 48.56. Down 7.0% AMAT $53.89 to 53.71. Down 0.3% January Additions BRCD $35.62 to 46.47. Up 30.4% February Additions GLW $20.75 to 21.55. Up 3.8% UCL $37.55 to 38.16. Up 1.6% NTAP $21.86 to 25.72. Up 17.6% March Additions CAT $50.31 to 54.00. Up 7.3% DRMD $7.42 to 11.10. Up 49.5% Amazing X $18.78 to 19.76. Up 5.2% DCI $28.24 to 29.69. Up 5.1% BGP $17.73 to 18.75. Up 5.7% NTRO $4.68 to 5.40. Up 15.3% VLGC $2.78 to 4.09 . Up 47.1% . WFII $6.51 to 6.05. Down 6.9% May additions RELL $12.60 to 13.96. Up 10.8% TSCM $1.99 to 1.97. Down 0.1% Deletions RMBS $17.07 to 14.94. Down 12.4% Average gain of 8.24% A look if 10K was invested in each stock. Model starts anew each month. 27 Stocks rotated in January. (270K x 1.080)-270K = $21,600 profit or 8% profit 35 Stocks rotated in February. (350K x 0.79)-350K = $73,521 loss or 21% loss, Down 13% for the year. 30 Stocks rotated in March. (300K x 0.87)-300K = $39,000 loss or 13% loss, Down 26% for the year. 18 Stocks rotated in April. (180K x 1.216) – 180K = $38,800 profit or 21.6 % profit. Down 5% for the year. 19 Stocks rotated in May (190k 1.0824) – 190K = $15,656 profit or 8.2%. Up 3.2% for the year. Dow – 10810 to 11005. Up 1.8% for month NASDAQ – 2075 to 2251. Up 9.4% for month S&P500 – 1253 to 1277. Up 1.9% for month Dow – 10787 to 10810 . Up 2.1% for the year NASDAQ – 2470 to 2251. Down 8.8% for the year S&P500 – 1320 to 1277. Down 3.2% for the year For May, Greenspan, cuts rates by only 25 basis points. Well the rate cut was 50 basis points. For June, the indexes should see lower volume and consolidation staying with in 3% of the May numbers. As of 5/26/01 average tech fund was down 20.03% screen.morningstar.com Only 15 tech base funds profitable. Our portfolio shoots up to #11 out 326 funds. Top 5% in the tech sector. Even though this is not the end of the month. I’ll be updating the monthly report the last Saturday of the month. Easier on me with baseball season starting for the kids. Jack

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