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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 (4512)	6/30/2003 8:29:59 PM
From: Jack Hartmann	Read Replies (3) \| Respond to of 6932

Portfolio performance for June was up 0.4%. Up 49.9% Ytd. Fuel cells/Alt energy down 56.3% since August 2000. Up 8% the month. Gorilla Hunters down 73.9% since December 3, 2000. Down 0.4% for the month. May Additions AKAM $3.66 to 4.78. Up 27.9% GPRO $38.76 to 40.97. Up 5.7% MCLD $1.17 to 1.47. Up 25.6% June Additions CKSW $1.39 to 1.80. Up 29.5% ELON $13.99 to 13.93. Down 0.4% HAUP $2.71 to 3.26. Up 20.3% KOPN $6.19 to 6.14. Down 0.8% MOT $9.45 to 9.43. Down 0.2% MSFT $25.92 to 25.64. Down 1.1% WMT $55.00 to 53.67. Down 2.4% June Deletions. BLTI $14.28 to 12.02. Down 15.8% TRAD $8.15 to 9.10. Up 11.6% CPTV $4.47 to 4.60. Up 2.9% VPHM $3.20 to 3.00. Down 6.2% PDLI $14.17 to 15.92. Up 12.3% SKE $26.46 to 26.21. Down 0.9% SOI $2.57 to 2.17. Down 14.2% MSO short $9.81 to 10.02. Down 2.0% RHAT $8.42 to 7.52. Down 10.6% CORL $1.15 to 0.95. Down 17.3% EMRG $1.04 to 0.85. Down 18.2% HEC $0.52 to 0.40. Down 23.0% LOR $3.51 to 3.22. Down 8.2% SGR $12.30 to 11.80. Down 4.0% 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. 24 Stocks rotated in June. (240K x 1.004375)-240K = $105 profit or cumulative $49854 profit or up 49.9% for the year. Dow – 8850 to 8985. Up 1.5% for the months NASDAQ – 1595 to 1622. Up 1.6% for the months S&P500 – 963 to 974. Up 1.1% for the months Dow – 8341 to 8985. Up 7.7% for the year NASDAQ – 1335 to 1622. Up 21.4% for the year S&P500 – 879 to 974. Up 10.8% for the year 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. We did a good job controlling the big losses. Small caps dropped quite fast. Took a few hits to realize the momo crowd is taking profits quickly. Traded alot during the month. Worst performers were those chsing momentum. Debt laden companies are death. Six straight up months for the portfolio. Amazing. For July. Large caps should outperform the Nasdaq which should be in the red. Jack