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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 (3441)	3/3/2002 2:33:22 PM
From: Jack Hartmann	Read Replies (1) \| Respond to of 6932

Portfolio performance for Portfolio down 11.1% Gilder2002 down 14.5 YTD. Off to a bad start. Fuel cells/Alt energy down 57.3% since August 2000. Gorilla Hunters down 69.7% since December 3, 2000. OC-192 down 78.0% since Mid-February 2001. Long timers MDT - $49.27 to 44.54. Down 9.6% ORCL - $17.26 to 16.62. Down 3.7% 2001 Additions BGP $24.10 to 21.39. Down 11.3% NKE $59.91 to 58.86. Down 1.7% DAL $31.63 to 34.50. Up 9.1% PFE $41.67 to 40.96. Down 1.7% VVUS $6.95 to 7.05. Up 1.4% 2002 Additions XOSY $5.92 to 5.50. Down 7.1% NGPS $3.15 to 3.35. Up 6.3% Deletions NOK $23.45 to 20.13. Down 14.1% KEM $18.00 to 16.10. Down 10.5% LOR $2.34 to 2.07. Down 11.5% CPST $4.20 to 3.79. Down 9.7% CBST $17.93 to 13.80. Down 23.0% MATK $27.99 to 27.81. Down 0.0% TYC $35.15 to 25.50. Down 27.4% WWCA $10.15 to 7.50. Down 25.0% 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 17 Stocks rotated in February (170K x -0.111) - 170K = $18,870 loss or -15,720K or down 6.2% YTD on 250K Dow – 9920 to 10,368. Up 4.5% for period NASDAQ – 1934 to 1802. Down 6.8% for period S&P500 – 1130 to 1131. Down 0.0% for month Dow – 10221 to 10,368. Up 1.4% for the year NASDAQ – 1950 to 1802. Down 7.5% for the year S&P500 – 1148 to 1131. Down 1.4% for the year Two trades hurt WWCA and TYC. Now trailing all three indexes. For February, I see it peaking second week and and endingmonth lower. This Dow turnaround was a surprise. For March the nasdaq is going down in search of a bottom. 1600? Jack