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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 (3364)	2/2/2002 5:57:20 PM
From: Jack Hartmann	Read Replies (1) \| Respond to of 6932

Portfolio performance for January up 1.5%. Gilder2002 down 6.6% YTD. Off to a bad start. Fuel cells/Alt energy down 54.2% since August 2000. Gorilla Hunters down 65.5% since December 3, 2000. OC-192 down 76.8% since Mid-February 2001. Long timers MDT - $51.21 to 49.27. Down 3.7% ORCL - $13.81 to 17.26. Up 24.9% 2001 Additions BGP $19.84 to 24.10. Up 21.4% NKE $56.24 to 59.91. Up 6.5% DAL $29.26 to 31.63. Up 8.0% PFE $39.85 to 41.67. Up 10.4% NOK $24.53 to 23.45. Down 4.3% KEM $17.75 to 18.00. Up 1.4% VVUS $4.87 to 6.95. Up 42.7% 2002 Additions LOR $2.99 to 2.34. Down 21.7% CPST $4.84 to 4.20. Down 13.2% CBST $16.66 to 17.93. Up 7.6% MATK $29.60 to 27.99. Down 5.4% XOSY $4.87 to 5.92. Up 21.5% TYC 36.00 to 35.15. Down 2.3% Deletions CAT $54.25 to 48.71 Down 9.9% WY $54.08 to 51.23 Down 5.2% EPG $45.72 to 40.42. Down 11.6% NMTC $17.78 to 14.57. Down 18.05% IDNX $12.25 to 10.10. Down 17.5% BAC $62.95 to 62.08. Down 1.3% A look if 10K was invested in each stock. 250K Model starts anew each month. 21 Stocks rotated in January. (210K x 1.015)-210K = $3,150 profit or 1.5% profit Dow – 10221 to 9920. Down 2.9% for period NASDAQ – 1950 to 1934. Down 0.8% for period S&P500 – 1148 to 1130. Down 1.5% for month Dow – 10221 to 9920. Down 2.9% for the year NASDAQ – 1950 to 1934. Down 0.8% for the year S&P500 – 1148 to 11.30. Down 2.9% for the year Off to a good start. Biotech played did well. Cut losses and let winners ride. For January, the January effect should push averages higher. But they went lower wiping out gains for all three indexes. For February, I see it peaking second week and and endingmonth lower. Jack