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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 (3123)	12/2/2001 6:11:44 PM
From: Jack Hartmann	Read Replies (2) \| Respond to of 6932

Portfolio performance for Oct-Nov up 16.6%. Gilder2001 down 40.1% YTD. J-blimps down 54.7% since May 25, 2000. Fuel cells/Alt energy down 57.4% since started in August 2000. Gorilla Hunters down 63.4% since December 3, 2000. OC-192 down 70.5% since started in Mid-February. Long timers MDT - $43.50 to 47.28. Up 8.6% ORCL - $12.58 to 14.03 Up 11.5% 2000 Additions None left. March Additions CAT $44.80 to 47.42 Up 5.8% BGP $19.15 to 19.25. Up 0.5% Sept addition NKE 46.81 to 52.99. Up 11.3% WY 48.71 to 52.85 Up 8.9% DAL 26.33 to 28.98. Up 10.0% Oct-Nov Additions BAC $59.00 to 61.38. Up 4.0% XXIA $6.19 to 12.99. Up 109.8% PFE $41.00 to 43.31. Up 5.6% NTCT $4.10 to 8.86. Up 116.1% TXCC $2.45 to 4.01% Up 63.6% NOK $21.55 to 23.01. Up 6.7% INGN $4.58 to 4.06. Down 11.3% Deletions AMAT $28.44 to 27.12. Down 4.6% GLW $8.82 to 8.70. Down 1.3% UCL $32.50 to 31.85. Down 2.0% X $13.98 to 14.02. up 2.8% DCI $28.82 to 28.95. Up 0.4% DRMD $20.24 to 21.38. Up 5.6% VLGC $2.61 to 3.04. Up %16.4 . WFII $4.47 to $4.31. Down 3.5% EMC $11.75 to 10.70. Down 8.8% VRTS $19.36 to 38.71. Up 100.0% Wow EPG $44.79 to 44.19. Down 1.3% AMT $13.91 to 12.55. Down 9.8% SCHL $43.50 to 45.29. Up 4.1 % 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. 27 Stocks rotated Oct-Nov (270K x 1.167) – 270K = $45090 gain or 16.1% (-$32385 total this year or down 16% this year. Dow – 8847 to 9851. Up 11.3% for period NASDAQ – 1498 to 1930. Up 28.9% for period S&P500 – 1040 to 1139. Up 9.5% for month Dow – 10787 to 9851. Down 8.6% for the year NASDAQ – 2470 to 1930. Down 21.8% for the year S&P500 – 1320 to 1139. Down 13.7% for the year For October, we should see more gloom and doom. Indexes should be within 5%. No. Index were all up over 5%. For December, we should se some pull back as profit taking occurs. Much closer to the averages so we will be close. Jack