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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Investor2 who wrote (13393)	5/3/2000 2:58:00 AM
From: Nandu	Read Replies (2) \| Respond to of 15132

Hello Investor2, We did not see this weekend your regular posting on how the sell signal has been working for you? It would have been an interesting post, given the way the market behaved last week.

To: Investor2 who wrote (13393)	5/12/2000 9:42:00 PM
From: Investor2	Read Replies (3) \| Respond to of 15132

Here's the latest on how the sell signal is working for me. But first, I'll review the performance of the markets over the past 3 weeks and in the period since the sell signal. The US market as a whole went down slightly less than 1% over the past 3 weeks. As of tonight, the US market is 2.1% lower than it was on 1/12/00, when I was first able to act on the sell signal. Three weeks ago, it was 1.3% lower. The total international market, as measured by the average performance of VWIGX and MNIGX, is now down 3.8% since 1/12/00, just a little worse than the US market. This compares to a reading of down 2.1% three weeks ago. The European market, as measured by the average performance of PRESX, VEURX, and FEURX, is essentially flat since 1/12/00. Here are the data related to the above paragraphs. % Diff. Since 1/12/00 Wilshire 5000 -2.1% VWIGX 1.8% MINGX -9.5% Average of VWIGX and MNIGX -3.8% VEURX -2.8% PRESX -2.5% FEURX 6.3% Ave. of VEURX, PRESX, FEURX 0.4% I didn't buy or sell during the past 3 weeks. The only purchase I've made since the sell signal was when I "locked in" my benefit on UTEK a few weeks ago. The table below includes my actual profit on the UTEK trade. All in all this week, I'm 20.2% better off than I would have been if I had just held everything. That's a little better than three weeks ago, when I was 14% ahead. Here are my sales since the signal, as well as the percent increase (negative numbers indicate a decrease) in the prices since I sold. Security Sell Date %Diff. Since Sale PBTCX 01/12/00 -9.2% SRFCX 01/12/00 1.3% MNMCX 01/12/00 10.5% 500 Index 01/12/00 -1.0% VWIGX 01/12/00 1.8% CYMI 01/12/00 -32.6% (Whew!) CYMI 01/31/00 -45.4% (Whew!) MOT 02/04/00 -38.3% (Whew!) MOT 02/11/00 -40.5% (Whew!) PRSCX 02/29/00 -22.3% (Whew!) UTEK 02/29/00 -28.8% (See Note) Average -18.6% Less Money Market Interest 1.7% Total Opportunity Cost -20.2% (Negative means ahead) Last Week's Value -14.0% [Note: % benefit on UTEK was locked in with a purchase on 4-14-00 at $11.75 per share.] To summarize, the markets didn't move much over the past three weeks. In fact, both the international markets and the US markets are within a few percent from 1/12/2000, when I was first able to act on the sell signal. The stocks and funds that I sold, however, have dropped more, so I'm 20% better off than if I had not followed the sell signal. Best wishes, I2