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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 (5351)2/1/2005 12:10:36 PM
From: Jack Hartmann  Read Replies (1) | Respond to of 6924
 
Portfolio performance for January down 7.4%. Down 2.92% for 2004.

September 2004 Additions
SCNYA $27.85 to 27.72. Down 0.4% Shoe company chugs along.

Deletions
QCOM $42.40 to 37.99. Down 10.4% Came down fast.
TMIC $54.67 to 47.07. Down 13.9% Another that dumped
FFIV at $48.72 to 46.68. Down 4.1%

A look if 10K was invested in each stock. 100K Model starts anew each month.
4 Stocks rotated in January. (40K x 92.6)-40K = $2920 loss 2.92% Loss

Dow – 10783 to 10490. Down 2.7% for the month
NASDAQ – 2175 to 2062. Down 5.1% for the month
S&P500 – 1211 to 1181. Down 2.4% for the month
Dow – 10783 to 10490. Down 2.7% for the year
NASDAQ – 2175 to 2062. Down 5.1% for the year
S&P500 – 1211 to 1181. Down 2.4% for the year

2004 was the sixth staight year beating the S&P 500.

For January. A pull back

Bingo!

For February

I see sideways action.

Congrats to Dale Baker for another great year again.