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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 (3661)	5/13/2002 6:21:14 PM
From: farkarooski	Read Replies (1) \| Respond to of 6932

<<What didn't work: - bottom plays - largecaps - biotechs>> unfortunately, nothing works for me ...

To: Jack Hartmann who wrote (3661)	6/1/2002 5:25:56 PM
From: Jack Hartmann	Read Replies (1) \| Respond to of 6932

Portfolio performance for May was up 0.3% Gilder2002 down 27.2 YTD. Fuel cells/Alt energy down 61.5% since August 2000. Gorilla Hunters down 77.8% since December 3, 2000. Down 9% this month OC-192 down 84.0% since Mid-February 2001. 2001 Additions NKE $55.23 to 53.75. Down 8.6% 2002 Additions XOSY $5.75 to 6.00. Down 6.5% April Additions ABX at 20.95 to 21.80 Up 4.1% WBSN at 26.00 to 29.60. Up 13.8% HOMZ at 4.94 to 4.48 Down 9.3% May Additions BBA at 4.42 to 4.99. Up 12.9% HOOV 5.35 to 6.49. Up 21.3% SCSS 5.71 to 6.39. Up 11.9% CENT 13.74 to 14.70 Up 7.0% NOVN 21.95 to 26.61 Up 21.2% CPTS 18.25 to 18.54 Up 1.6% Deletion BGP $23.23 to 20.21 Down 13.0% AETH 3.46 to 3.91. Up 13.0% PEGS 19.30 to 18.50. Down 4.3% HLT 16.09 to 14.70. Down 12.7% NWBT 4.35 to 4.34. Down 0.2% CRAY 2.96 to 2.98 Up 0.6% ADLR 13.69 to 12.86 Down 6.0% WINS 4.20 to 3.20. Down 23.8% VWKS $7.85 to 7.49. Down 4.5% TXCC 1.67 to 1.54. Down 7.7% NTAP 18.12 to 15.90. Down 12.2% XXIA 8.92 to 7.96. Down 10.7% NFLX at 17.05 to 15.50. Down 11.4% CCUR 6.21 to 6.21. Even LIOX 2.44 to 2.43. Down 0.1% 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. 25 Stocks rotated in May (200K x 1.003) - 200K = $600 profit or -24520 or down 12.2% YTD on 200K Dow – 10,091 to 9925. Down 1.6% for period NASDAQ – 1644 to 1615. Down 1.7% for period S&P500 – 1084 to 1067. Down 1.5% for month Dow – 10221 to 9925 Down 2.8% for the year NASDAQ – 1950 to 1615. Down 17.3% for the year S&P500 – 1148 to 1067. Down 7.0% for the year Beat all three average is tough month. For May, I see the indexes bouncing slightly highly toward memorial day. Not close. More flat than anything. For June, no spark to ignite the rally is seen. India-Pakistan getting media attention is driving market lower. 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 - Buying ahead of earning Jack