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Strategies & Market Trends
Firsthand Funds - Month by Month Comparisons
An SI Board Since May 2000
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22 1 0
Emcee:  LemonHead Type:  Moderated
Introduction Compact
Firsthand Funds:

firsthandfunds.com

They have decided to change their policy on releasing information on their activity. This does not surprise me but is a disappointment.

Given this, we have decided to extend the delay period, from one month to two months before releasing monthly portfolio holdings reports. We plan to implement this new policy at the end of June. We will continue to publish the Top 10 Holdings for each fund on a one-month delay. The only new portfolio information we will publish at the end of June will be Top 10 Holdings lists as of May 31.

IMHO, this makes following their buys and sells a mute point. I will change the emphasis of this thread as soon as time permits.

Keith
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22 Hi advalorem, FNSR is the largest holding of The Communication fund for April.LemonHead-6/7/2000
21 Hello LemonHead, The Innovator fund's second largest holding is Finisar (fKevRupert-6/6/2000
20 VNWK was the clear winner last month. I will take a peak at CREE... Thxs for tLemonHead-6/4/2000
19 Great site and work, LemonHead! <i>One of my favorite individual stockKevRupert-6/4/2000
18 <b>TIFQX Mar % T Apr % T $I/D %I/D May Mar/May %I/D</b&gLemonHead-6/4/2000
17 Firsthand sent a letter to shareholders over a year ago, asking for opinions onPeter Speyer-5/24/2000
16 Yeah. Probably wanted to earn more money for themselfs. I dislike the mutual fuJohn Liu-5/23/2000
15 Hi John, No as I stated before the group seams to come out with similar annouLemonHead-5/23/2000
14 Both SAGI and GNSS has fallen sharply(especially sagi) since last time we spokeJohn Liu-5/23/2000
13 Well I guess I've been found out <smile>. That's just what I needLemonHead-5/10/2000
12 Johnny Lemonhead is a really hilarious cartoon character at www.redmeat.com I astyanax-5/10/2000
11 No relation to Johnny Lemonhead. Is that a real name or handle like mine? PreLemonHead-5/9/2000
10 >>LemonHead (any relation to johnny lemonhead?) wrote: Hi NC, Thxs for paastyanax-5/9/2000
9 It's hard to pick out the "key words" on some of the Press releasLemonHead-5/8/2000
8 I actually made some money off gnss when I sold at the end of last year at arouJohn Liu-5/8/2000
7 Hi NC, Thxs for passing on the info and the link. I'll wonder over to the LemonHead-5/8/2000
6 Hi John, <i>Any thoughts on what to look for in terms of comparing the tLemonHead-5/8/2000
5 FYI. Portfolio team of Firsthand Communications Fund is taking questions at Morastyanax-5/8/2000
4 Any thoughts on what to look for in terms of comparing the three main companiesJohn Liu-5/8/2000
3 <B>TLFQX Mar-00 CLOSING CLOSING INC INC PRICE PRICLemonHead-5/7/2000
2 <b>TIFQX Feb % T Mar % T $I/D %I/D Apr Feb/Apr %I/D</BLemonHead-5/7/2000
1 <b>TIFQX Mar-00 CLOSING CLOSING INC INC PRICE LemonHead-5/7/2000
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