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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 (4661)	8/29/2003 4:59:30 PM
From: Jack Hartmann	Read Replies (2) \| Respond to of 6932

Portfolio performance for August was up 2.7%. Up 55.5% Ytd. Fuel cells/Alt energy down 53.2% since August 2000. Up 2.0% the month. Gorilla Hunters down 68.0% since December 3, 2000. Up 3.0% for the month. May Additions GPRO $55.00 to 63.34. Up 15.2% Goes to show that Price is not relative to performance. July Additions NBTY $24.69 to 26.45. Up 7.1% August Additions IDCC $16.76 to 17.75. Up 6.0% JDSU $3.33 to 3.45. Up 3.6% MSFT $26.46 to 26.54. Up 0.3% NITE $9.24 to 9.28. Up 0.5% PFE $29.20 to 29.92. Up 1.6% QRSI $7.29 to 8.55. Up 17.3% RIG $20.38 to 21.12. Up 3.6% TRMM $3.15 to 4.25 Up 34.9% Deletions CKSW $2.11 to 1.72. Down 18.4% ELON $15.53 to 14.10 Down 9.1% MSFT $26.41 to 25.83 Down 2.2% WMT $55.91 to 55.00. Down 1.6% PEP $46.07 to 45.36. Down 1.5% QLTI $16.95 to 15.13 Down 10.7% TRCI $6.07 to 7.00. Up 15.3% ZILA $3.06 to 2.80. Down 8.4% DFIB $3.50 to 3.30 Down 5.7% EOCN $2.13 to 1.80. Down 15.5% IMAN $5.47 to 5.26. Down 3.8% CREE 11.99 to 15.40. Up 28.4% Timimg. DGIT $2.23 to 2.05. Down 8.0% SGR $7.22 to $9.01. Up 24.8% SIFY $5.80 to 5.46. Down 5.8% 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. 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. 25 Stocks rotated in August. (250K x 1.02704)-250K = $6760 profit or cumulative $55594 profit or up 55.5% for the year. Dow – 9223 to 9415. Up 2.0% for the month NASDAQ – 1735 to 1810. Up 4.3% for the month S&P500 – 990 to 1008. Up 1.8% for the month Dow – 8341 to 9415. Up 12.8% for the year NASDAQ – 1335 to 1810. Up 35.5% for the year S&P500 – 879 to 1008. Up 14.6% for the year For August, it should be a flat month. No catalyst seen to move market. There was none, yet it still moved up. For sept. We should get the annual fall retreat. Nasdaq is too high. Should pull back. Jack