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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 (2938)	9/29/2001 4:10:38 PM
From: Jack Hartmann	Read Replies (1) \| Respond to of 6928

Portfolio performance for Jun-Sep down 17.1%. Gilder2001 down 54.1% YTD. J-blimps down 61.9% since May 25, 2000. Fuel cells/Alt energy down 61.1% since started in August 2000. Gorilla Hunters down 75.2% since December 3, 2000. OC-192 down 79.8% since started in Mid-February. Long timers MDT - $42.50 to 43.50. Up 2.3% ORCL - $16.51to 12.58 Down 23.7% 2000 Additions SCHL $41.61 to 43.50. Up 4.5 % AMAT $53.71to 28.44. Down 47.0% February Additions GLW $21.55 to 8.82. Down 59.0% UCL $38.16 to 32.50. Down 14.8% March Additions CAT $54.00 to 44.80 Down 17.0% DRMD $11.10 to 20.24 Up 82.4% Amazing X $19.76 to 13.98 . Down 29.3% DCI $29.69 to 28.82. Down 2.9% BGP $18.75 to 19.15 . Up 2.1% VLGC $4.09 to 2.61 Down 36.1% . WFII $6.05 to 4.47%. Down 26.1% Sept addition EMC $13.49 to 11.75. Down 19.7% NKE at 47.67 to 46.81. Down 1.80% WY at 53.40 to 48.71 Down 8.8% DAL 22.16 to 26.33. Up 18.8% Deletions JDSU $14.05 to 6.36. Down 54.7% BRCD $46.47 to 20.51. Down 55.8% NTAP $25.72 to 10.83 Down 57.8% NTRO $5.40 to $2.76. Down 48.9% PHA $48.56 to 40.36. . Down 16.9% RELL $13.96 to 9.07. Down 35.0% TSCM $1.97 to 1.64. Down 16.7% A look if 10K was invested in each stock. 250K 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. 24 Stocks rotated Jun-Sep (240K x 0.829) – 240K = $41,010 loss or 17.1% (-$77,475 total this year or down 31% this year. Dow – 11005 to 8847. Down 19.6% for period NASDAQ – 2251 to 1498. Down 33.4% for period S&P500 – 1277 to 1040. Down 18.5% for month Dow – 10787 to 8847. Down 17.9% for the year NASDAQ – 2470 to 1498. Down 39.3% for the year S&P500 – 1320 to 1040. Down 21.2% for the year For June, the indexes should see lower volume and consolidation staying with in 3% of the May numbers. I think it was a miss. For October, we should see more gloom and doom. Indexes should be within 5%. I have to wince when I see the worst return since 1987 facing me. Three months to go and down 10% behinds the S&P and Dow. Jack