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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 (4481)	5/31/2003 1:19:28 PM
From: Jack Hartmann	Read Replies (1) \| Respond to of 6932

Portfolio performance for May was up 21.7%. Up 49.7% Ytd. Fuel cells/Alt energy down 62.3% since August 2000. Up 4% the month. Gorilla Hunters down 73.4% since December 3, 2000. Up 4% for the month. January Additions BLTI $11.39 to 14.28. Up 25.3% Mar-Apr Additions TRAD $4.96 to 8.15. Up 64.3% WOW~! May Additions AKAM $2.68 to 3.66. Up 36.6% CPTV $4.41 to 4.47. Up 1.4% GPRO $33.70 to 38.76. Up 15.0% MCLD $0.74 ot 1.17. Up 58.1% PDLI $10.35 to 14.17. Up 36.9% SKE $21.79 to 26.46. Up 21.4% SOI $1.68 to 2.57. Up 53.0% VPHM $3.00 to 3.20. Up 6.7% May Deletions. DGIT $3.40 to 2.74. Down 19.4% CMOS $8.39 to 7.63. Down 9.0% AKS $3.17 to 2.92. Down 7.8% A look if 10K was invested in each stock. 100K Model starts anew each month. 20 Stocks rotated in January. (200K x 1.004)-200K = $800 profit or 0.4% profit A look if 10K was invested in each stock. 100K Model starts anew each month. 18 Stocks rotated in February. (180K x 1.014)-180K = $2520 profit or cumulative $3320 profit or up 3.3% for the year. 20 Stocks rotated in Mar-Apr. (200K x 1.076)-200K = $15210 profit or cumulative $18539 profit or up 18.5% for the year. 13 Stocks rotated in May. (130K x 1.217)-130K = $28210 profit or cumulative $49749 profit or up 49.7% for the year. Dow – 8480 to 8850. Up 4.7% for the months NASDAQ – 1464 to 1595. Up 8.9% for the months S&P500 – 916 to 963. Up 5.1% for the months Dow – 8341 to 8850. Up 6.1% for the year NASDAQ – 1335 to 1595. Up 19.4% for the year S&P500 – 879 to 963. Up 9.5% for the year For May, I see the market taking a breather. Er not even close :P For June, all good momentum comes to an end. Hope to control losses on a sharp pullback. Nasdaq larger caps might be next to run. Traded a record low buy best month ever. Losers were unprofitable companies. Will not nibble on those any more. Five straight up months for the portfolio. Amazing. Lessons Learned and Observation: - Insider buying and profits is a good sign - Debt is bad - Ride the winners. Too many scalped and missed the big moves. - Bear funds and short traders are in the red for the most part. - 10 stocks is all I want. I can watch them with ease. I watch Mr. January spend hours trying to juggle 25. Livermore usually had six. Anymore dilutes the performance on average to the index average. - Listen to people who are hot and post trades. Talk is cheap. Results is all that matter. - I watched all the TA chart expect the bounce lower. - Biotechs lead this rally, but the rally started with DELL in February on good news. - Jabbering about economic indicators may work for DOW stocks, but not much else. - Trading Volume Speaks words. - Rev. Shark on Realmoney.com has got the pulse of the money. I don't buy his stock picks since 100% invested in mine, but his advice is accurate. Jack