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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 (5346)	1/1/2005 12:10:46 PM
From: Jack Hartmann	Read Replies (1) \| Respond to of 6924

Portfolio performance for December up 7.5%. Up 9.65% for 2004. December 2003 Additions QCOM $41.60 to 42.40. Up 1.9% August 2004 Additions TMIC $52.47 to 54.67. Up 4.1% Another Screamer. September 2004 Additions SCNYA $25.05 to 27.85. Up 11.2% Shoe company chugs along. FFIV at $43.05 to 48.72. Up 13.1% Amazing Deletions None Addition I am adding mutual funds that I usually trade to the portfolio in 2005. Vanguard Total Bond Market Index Fund VBMFX - no position iShares:MSCI EAFE Idx - EFA - 160.27 Vanguard Extended Market Index Fund VEXAX - 31.36 S&P 500 SPDR SPY - 120.87 U.S. Government Securities Fund AMUSX - no position Up 7.5% A look if 10K was invested in each stock. 100K Model starts anew each month. 10 Stocks rotated in January. (100K x 1.087)-100K = $1870 profit or 1.87% profit 10 Stocks rotated in February. (100K x 0.9951)-100K = $490 loss or $1380 cumulative profit or 1.38% profit YTD. 14 Stocks rotated in March. (140K x 0.954)-140K = $6440 loss or $5060 cumulative loss or 5.0% loss YTD. 6 Stocks rotated in April. (60K x 0.983)-60K = $1020 loss or $6080 cumulative loss or 6.1% loss YTD. 8 Stocks rotated in May. (80K x 0.974)-80K = $2080 loss or $8160 cumulative loss or 8.1% loss YTD. 5 Stocks rotated in June. (50K x 1.106)- 50K = $5300 profit or $2860 cumulative loss or 2.6% loss YTD. 7 Stocks rotated in July. (70K x 95.17)- 50K = $3380 loss or $6240 cumulative loss or 6.2% loss YTD. 4 Stocks rotated in August. (40K x 94.5)- 40K = $2200 loss or $8440 cumulative loss or 8.4% loss YTD. 4 Stocks rotated in Septemebr. (40K x 1.08175)- 40K = $3270 profit or $5170 cumulative loss or 5.2% loss YTD. 4 Stocks rotated in October. (40K x 1.1225)- 40K = $9000 profit or $4830 cumulative profit or 4.83% Profit YTD. 4 Stocks rotated in November. (40K x 1.04475)- 40K = $1790 profit or $6620 cumulative profit or 6.62% Profit YTD 4 Stocks rotated in December. (40K x 1.07575)- 40K = $3030 profit or $6620 cumulative profit or 9.650% Profit YTD Dow – 10428 to 10783. Up 3.4% for the month NASDAQ – 2096 to 2175. Up 3.7% for the month S&P500 – 1173 to 1211. Up 3.2% for the month Dow – 10453 to 10783. Up 3.1% for the year NASDAQ – 2003 to 2175. Up 8.5% for the year S&P500 – 1111 to 1211. Up 9.0% for the year For December I can't see the Santa Clause Rallying Happening. Wrong. 2004 was the sixth staight year beating the S&P 500. For January. A pull back Congrats to Dale Baker for another great year again. Jack