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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 (3751)	7/4/2002 4:40:03 PM
From: Jack Hartmann	Read Replies (3) \| Respond to of 6932

Portfolio performance for June was down 3.5% Gilder2002 down 46.8% YTD. Down 19% for June! Fuel cells/Alt energy down 68.8% since August 2000. Down 7% for the month. Gorilla Hunters down 82.2% since December 3, 2000. Down 5% this month OC-192 down 89.0% since Mid-February 2001. Down 5% in June. 2002 Additions XOSY $6.00 to 4.80. Down 20.0% April Additions ABX at 21.80 to 18.99 Down 12.8% May Additions HOOV 6.49 to 5.40 Down 16.7% CENT 14.70 to 17.53 Up 19.3% Deletions WBSN at 29.60 to 26.84. Down 9.3% HOMZ 4.48 to 4.05 Down 9.6% BBA 4.99 to 4.02. Down 19.4% SCSS 6.39 to 5.70. Down 10.8% NOVN 26.61 to 26.14 Down 1.7% CPTS 18.54 to 16.01 Down 13.6% NKE 53.75 to 49.95. Down 7.1% FCX 20.20 to 18.53. Down 8.2% NOK 13.31 to 13.11. Down 1.5% TALK 2.47 to 2.70. Up 9.3% RFMD 10.08 to 10.79. Up 7.0% VRTS 20.74 to 21.17. Up 3.4% VRTS 20.89 to 20.71. Down 0.8% DROOY 3.85 to 4.07. Up 5.7% NOK SS 12.90 to 12.70 Up 1.5% MLNM 10.72 to 10.60 Down 1.1% VRTS SS 20.60 to 20.89. Down 1.3% SUNW 6.28 to 6.25. Down 0.5% CHTR 4.87 to 4.97. Up 2.0% TYC SS 13.18 to 13.27. Down 0.6% WCOM 1.57 to 1.56. Down 1.6% 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 25 Stocks rotated in June (250K x -1.035) - 250K = 8750 loss or -$33270 or down 16.6% YTD on 200K Dow – 9925 to 9,243. Down 6.8% for period NASDAQ – 1615 to 1,463. Down 9.4% for period S&P500 – 1067 to 989. Down 7.3% for month Dow – 10221 to 9,243 Down 9.5% for the year NASDAQ – 1950 to 1,463. Down 24.9% for the year S&P500 – 1148 to 989. Down 13.8% for the year Beat all three average again by losing less in a tough month. For June, no spark to ignite the rally is seen. India-Pakistan getting media attention is driving market lower. Exactly. Worst month for the year in equities. For July, the indexes should see a countertrend rally of at least 5%. Jack