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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 (4082)	11/1/2002 5:35:25 AM
From: Jack Hartmann	Read Replies (1) \| Respond to of 6932

Portfolio performance for Sep-Oct was down 6.4% Gilder2002 down 58.4% YTD. Down 2.4% Fuel cells/Alt energy down 67.5% since August 2000. Up 5% the month. Gorilla Hunters down 76.9% since December 3, 2000. Down 1% OC-192 down 91.3% since Mid-February 2001. Down 1% May Additions HOOV $6.23 to 5.27. Down 15.4% June Additions PFE $33.08 to 31.77%. Down 3.9% HD $32.93 to 28.88, Down 12.2% August Additions DISH $17.80 to 20.93 Up 17.5% T $12.22 to 13.04 Up 6.7% September Additions AMAT $12.05 to 15.03. Up 24.7% USU $6.58 to 6.70. Up 1.8% Deletions TXCC $0.66 to $0.40. Down. 37.5%. Peaked in July. BRCD $14.47 to 13.53 Down 6.4% MIR $3.78 to 3.42. Down 9.5% SBC $24.74 to 21.98 Down 11.1% WINS $3.51 to 3.13. Down 10.8% MCD $21.96 to 17.85. Down 18.7% INTC $15.16 to 14.41. Down 4.9% SUNW $2.78 to 2.83. Up 1.7% BRCD $8.50 to 6.71. Down 21.0% RINO $17.10 to 15.30. Down 10.1% 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 25 Stocks rotated in June (250K x -1.035) - 250K = 8750 loss or -$33270 or down 16.6% YTD on 200K 15 Stocks rotated in July. (150K x 121.5)- 150K = 32250 profit or -20 or down 0.1% YTD 200K 21 Stocks rotated in August. (210K x -100.4)- 210K = -840 loss or -860 or down 0.4% YTD on 200K 17 Stocks rotated in Sep-Oct. (170K x-1.064) - 170K = -10880 loss or -11740 YTD or down 5.8% on 200K Dow – 8,663 to 8,397. Down 3.0% for period NASDAQ – 1314 to 1329. Up 1.1% for period S&P500 – 916 to 885. Down 3.3% for month Dow – 10221 to 8,397 Down 17.8% for the year NASDAQ – 1950 to 1329. Down 31.4% for the year S&P500 – 1148 to 885. Down 23.5% for the year For September, Think markets seem to continue. Expect 9/11 relief rally. Nope. September was a collapse. For November, I expect the indexes to push to August highs of 950 on the S&P 500. Nasdaq should continue upward. Jack