Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Quarter to Quarter Aggressive Growth Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Jack Hartmann who wrote (3570)	5/3/2002 11:51:39 AM
From: Jack Hartmann	Read Replies (2) \| Respond to of 6932

Portfolio performance for April was down 6.6% Gilder2002 down 24.1 YTD. Down 16% for the month!!!! Fuel cells/Alt energy down 57.5% since August 2000. Gorilla Hunters down 78.0% since December 3, 2000. Down 9% this month OC-192 down 81.0% since Mid-February 2001. 2001 Additions BGP $23.91 to 23.23 Down 2.8% NKE $60.01 to 55.23. Down 8.6% 2002 Additions XOSY $6.15 to 5.75. Down 6.5% March Additions VWKS $5.85 to 7.85. Up 34.1% April Additions NWBT $4.50 to 4.35. Down 3.3% CRAY $2.55 to 2.96 Up 16.1% ADLR $13.20 to 13.69 Up 3.7% WINS at 3.60 to 4.20 Up 16.7% ABX at 19.34 to 20.95 Up 8.3% CCUR at 6.75 to 7.16. Up 6.1% PEGS at 19.94 to 19.30 Down 3.2% HLT at 16.91 to 16.09 Down 3.7% WBSN at 26.95 to 26.00. Down 3.5% HOMZ at 4.48 to 4.94 Up 10.2% Deletions Long timers MDT $45.21 to 44.70. Down 1.1% ORCL $12.80 to 11.08. Down 13.4% DAL $32.72 to 28.30. Down 13.5% PFE $39.74 to 36.79. Down 7.4% VVUS $8.86 to 6.87. Down 22.4% EMKR $9.61 to 7.76. Down 19.2% GLW $7.62 to 6.92. Down 9.1% TXCC $3.26 to $2.63. Down 19.3% NITE $7.14 to 6.12. Down 14.2% SUNW $8.82 to 8.18. Down 7.2% CIEN $9.00 to 7.97. Down 11.4% LGTY $3.37 to 3.25. Down 3.0% OPWV $6.36 to 5.75. Down 9.5% NGPS $3.90 to 3.36. Down 13.8% NVAX $11.44 to 5.31. Down 53.5% CYGN $5.65 to 4.73. Down 16.2% CNC $4.89 to 4.39. Down 10.2% PMCS $17.98 to 16.37. Down 8.9% CHKP $18.33 to 16.51. Down 9.9% VRSN $9.23 to 8.43. Down 8.6% IBPI at 4.80 to 4.12. Down 14.1% WCOM at 2.43 to 2.31. Down 4.1% 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 36 Stocks rotated in April (200K x -1.066) - 200K = $13,200 loss or -25,120 or down 12.5% YTD on 200K. Dow – 10,403 to 10,091. Down 2.9%% for period NASDAQ – 1845 to 1644. Down 10.8% for period S&P500 – 1147 to 1084. Down 5.4% for month Dow – 10221 to 10,091. Dow 1.2% for the year NASDAQ – 1950 to 1644. Down 15.6% for the year S&P500 – 1148 to 1084. Down 5.5% for the year NVAX fda delay was the killer For April. We can test support of 1772 in the Nasdaq. Indeed test and lower. For May, I see the indexes bouncing slightly highly toward memorial day. What worked: - 52 wk highs on news and big volume in non tech sector. - gold - small cap growth What didn't work: - bottom plays - largecaps - biotechs Jack