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Strategies & Market Trends : Quarter to Quarter Aggressive Growth Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Jack Hartmann who wrote (318)	5/12/2000 9:11:00 PM
From: Jack Hartmann	Respond to of 6925

Portfolio up 0.80%, Nasdaq up 0.84%, Dow up 0.60%, S&P 500 up 0.93%, Gilder up 2.3%, Meisler up 2.0%. NYSE Volume: 859 mln...Adv: 1593...Dec: 1315 Nasdaq Volume: 1.21 bln...Adv: 2122...Dec: 1906 Very low volume again on the upside. Media made it appear that a big rally was going on when most money was sitting on the sides. Energy stocks comprise four out of the 24 stocks in the portfolio. DUK, SUN, EPG, UDS Medical devices - MDT Pharmacueticals - NVS Semiconductor related - MTSN, ASYT, LSI, CCMP, KLIC, MOT, ISIL, CREE Communications - MOT, RFMD Storage - NTAP Fibre Channel - EMLX Telecom - LU Toys - IWT.to Internet Software - ORCL, SEBL, FFIV Playstation2 - SNE, LSI OLED - EK Certainly tech heavy portfolio and unbalanced despite selling some techs this week. Overall market tech leaders had another good day. Low volume makes data fragile and unpredictable. ISIL up 15.48% - no news CREE up 8.84% - no news ASYT down 5.60% - no news Seven decliners to 17 advancers. NVS up 0.17% - new52wkHI I am thinking of having no more than six stocks in the portfolio in one of the above sectors. I want to add some biotechs down now that the worst in apparently done. Maybe one financial or food stock too. The goal is to beat the S&P 500 not the Nasdaq given the choice between the two. Most managers, per Buffet, underperform the S&P historically by 3.5%. I think Soros's performance of 30% annual returns since 1969 is impossible for a long term investor. He made a fortune against the Bank of England when they tried to support the pound artificially. His wealth was not created by buying and holding. Premium unleaded is $2.00 a gallon in my area. Refiners are not lowering the prices at all. I smell record quarters in the summer for them. Jack