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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 (3497)	3/29/2002 8:01:48 PM
From: Jack Hartmann	Read Replies (1) \| Respond to of 6932

Portfolio performance for March up 1.9% Gilder2002 down 8.3 YTD. Up 6% for the month. Fuel cells/Alt energy down 54.9% since August 2000. Gorilla Hunters down 69.4% since December 3, 2000. OC-192 down 76.8% since Mid-February 2001. Long timers MDT - $44.54 to 45.21. Up 1.5% ORCL - $16.62 to 12.80. Down 22.9% 2001 Additions BGP $21.39 to 23.91. Up 11.7% NKE $58.86 to 60.01. Up 1.9% DAL $34.50 to 32.72. Down 5.1% PFE $40.96 to 39.74. Down 2.9% VVUS $7.05 to 8.86. Up 25.6% 2002 Additions XOSY $5.50 to 6.15. Up 11.8% NGPS $3.35 to 3.90. Up 16.4%% March Additions EMKR $8.75 to 9.61. Up 9.8% GLW $6.95 to 7.62. Up 9.6% TXCC $3.01 to 3.26. Up 8.3% NITE $7.11 to 7.14. Up 0.4% SUNW $8.82 to 8.82. Up 0.0% CIEN $8.49 to 9.00. Up 6.0% LGTY $3.70 to 3.37. Down 8.9% OPWV $6.41 to 6.36. Down 0.8% VWKS $6.16 to 5.85. Down 5.0% NVAX $11.15 to $11.44. Up 2.6% Deletions CREE $17.02 to 13.48. Down 20.7% 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 20 Stocks rotated in March (200K x 1.019) - 200K = $3,800 profit or -11,920 or down 4.7% YTD on 250K Dow – 10,368 to 10403. Up 0.3% for period NASDAQ – 1802 to 1845. Up 2.3% for period S&P500 – 1131 to 1147. Up 1.5% for month Dow – 10221 to 10403. Up 1.7% for the year NASDAQ – 1950 to 1845. Down 5.3% for the year S&P500 – 1148 to 1147. Down 0.1% for the year ORCL and CREE were the drag in the portfolio. For March the nasdaq is going down in search of a bottom. 1600 1807 was the recent low. A frustrating month but a positive one. For April. We can test support of 1772 in the Nasdaq. Jack