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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 (4574)	6/30/2003 9:38:23 PM
From: puget206	Read Replies (1) \| Respond to of 6932

Extremely nice work, Jack.

To: Jack Hartmann who wrote (4574)	7/31/2003 8:49:18 PM
From: Jack Hartmann	Read Replies (1) \| Respond to of 6932

Portfolio performance for July was down 0.51%. Up 48.8% Ytd. Fuel cells/Alt energy down 55.3% since August 2000. Up 1.0% the month. Gorilla Hunters down 71.0% since December 3, 2000. Up 2.0% for the month. May Additions GPRO $40.97 to 55.00. Up 34.2% Goes to show that Price is not relative to performance. June Additions CKSW $1.80 to $2.11. Up 17.2% ELON $13.93 to $15.53. Up 11.4% MSFT $25.64 to $26.41. Up 3.0% WMT $53.67 to $55.91. Up 3.6% July Additions NBTY $24.98 to $24.69. Down 1.2% PEP $47.43 to $46.07. Down 2.9% QLTI $16.79 to $16.95. Up 1.0% TRCI $5.32 to $6.07. Up 14.1% ZILA $3.24 to $3.06. Down 5.6% Deletions AKAM $4.78 to 4.47. Down 6.4% MCLD $1.47 to 1.09. Down 25.8% Earnings gap down HAUP $3.26 to 2.90. Down 11.0% KOPN $6.14 to 6.85. Up 11.5% MOT $9.43 to 9.39. Down 0.3% EMKR $3.33 to 3.15. Down 5.4% HOLL $1.47 to 1.26. Down 14.2% STG $3.04 to 2.45% Down 19.4% The perfect stock dropped a SEC bomb. QCOM $35.90 to 35.64. Down 0.7% PHYX $1.80 to 1.56. Down 13.3% 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. 20 Stocks rotated in July. (200K x 0.9949)-200K = -$1020 loss or cumulative $48834 profit or up 48.8% for the year. Dow – 8985 to 9223. Up 2.6% for the month NASDAQ – 1622 to 1735. Up 6.9% for the month S&P500 – 974 to 990. Up 1.6% for the month Dow – 8341 to 9223. Up 10.5% for the year NASDAQ – 1335 to 1735. Up 29.9% for the year S&P500 – 879 to 990. Up 12.6% for the year Six straight up months for the portfolio came to an end. Gap downs were the killers. For July. Large caps should outperform the Nasdaq which should be in the red. Nope, Nasdaq had a great month again. For August, it should be a flat month. No catalyst seen to move market. Jack