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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 (4910)10/31/2003 8:23:53 PM
From: puget206  Read Replies (1) | Respond to of 6932
 
Hi, Jack, hanging around in cash; except I bot some RINO today; 1/3 float is short and I can't see the warts (let me know if you see them -- last I checked, I'm w/in range of several major distributors like COSTCO, Fred Meyer, etc.) and volume was drying up. 3+ M short, and 45K traded.



To: Jack Hartmann who wrote (4910)11/28/2003 1:52:20 PM
From: Jack Hartmann  Respond to of 6932
 
Portfolio performance for November was up 2.5%. Up 71.1% Ytd.
Fuel cells/Alt energy down 48.4% since August 2000. Down 1.1% the month.
Gorilla Hunters down 61.7% since December 3, 2000. Up 0.5% for the month.

Novemeber Additions
GMAI $9.00 to 11.25. Up 25.0%
ISSC $14.10 to 15.07. Up 6.9%
MANT $24.79 to 25.65. Up 3.5%
MVK $16.69 to 18.48. Up 10.7%
MWY $3.15 to 3.38. Up 7.3%
NUE $54.59 to 56.11. Up 2.8%
TNL $22.68 to 23.79. Up 4.9%

Deletions
WMGI $30.10 to $27.70. Down 8.0%
CELL $28.50 to $25.59. Down 10.2%
INTC $33.82 to $32.07. Down 5.2%
FORM $25.44 to $25.13. Down 1.2%
RE $83.35 to $79.15. Down 5.0%
NCI $16.82 to $15.75. Down 6.3%
Average was +1.93%

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 0.8% 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.
22 Stocks rotated in September. (220K x 1.02804)-220K = $6168 profit or cumulative $60762 profit or up 60.7% for the year.
10 Stocks rotated in October. (100K x 1.0787)-100K = $7870 profit or cumulative $68632 profit or up 68.6% for the year.
13 Stocks rotated in November. (130K x 1.0193)-130K = $2509 profit or cumulative $71141 profit or up 71.1% for the year.

Dow – 9801 to 9782. Down 0.1% for the month
NASDAQ – 1932 to 1960. Up 1.4% for the month
S&P500 – 1050 to 1058. Up 0.8% for the month
Dow – 8341 to 9782. Up 17.25% for the year
NASDAQ – 1335 to 1960. Up 46.8% for the year
S&P500 – 879 to 1058. Up 20.3% for the year

For November. I see a flat month. We are up too much.

Essentially flat.

For December, we should see Nasdaq 2000 and DOW 10K.

Again we traded less, rode the winners, and minimized losses.

Jack