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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 (4140)	12/1/2002 2:02:49 PM
From: Jack Hartmann	Read Replies (1) \| Respond to of 6932

Portfolio performance for November was up 6.5% Gilder2002 down 44.3% YTD. Up 12.4% Fuel cells/Alt energy down 70.8% since August 2000. Up 3% the month. Gorilla Hunters down 71.1% since December 3, 2000. Up 6% OC-192 down 84.7% since Mid-February 2001. Up 7% August Additions DISH $20.93 to 20.41 Down 2.8% September Additions AMAT $15.03 to 17.05. Up 13.4% USU $6.70 to 6.70 . Up 0.0% November Additions ETR 43.05 to 43.73. Up 1.6% BEV 2.24 to 3.26. Up 45.5% HAS 12.92 to 12.82. Down 0.8% S 22.80 to 27.70. Up 21.5% XOM 35.20 to 34.80. Down 1.1% Deletions HOOV $5.27 to 5.45. Up 3.4% PFE $31.77 to 32.85. Up 3.3% HD $28.88 to 24.99 Down 13.4% T $13.04 to 14.00. Up 7.3% 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 12 Stocks rotated in November (140K x 1.065) - 140K = 9100 profit or -2300YTD. Dow – 8,397 to 8,896. Up 5.9% for period NASDAQ – 1329 to 1478. Up 11.2% for period S&P500 – 885 to 936. Upo 5.7% for month Dow – 10221 to 8,896 Down 12.9% for the year NASDAQ – 1950 to 1478 Down 24.2% for the year S&P500 – 1148 to 936. Down 18.4% for the year For November, I expect the indexes to push to August highs of 950 on the S&P 500. Nasdaq should continue upward. It pushed higher but not to 950. For December, the 950 level should be reached by the S&P. Jack