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Tom K

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Alias Born 08/21/2002

Tom K

Re: None

Friday, 09/05/2003 8:00:49 PM

Friday, September 05, 2003 8:00:49 PM

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Sector Rotation Strategy Update

End of week 2

Begining Balance on 8/25: $100,000
Current Portfolio value: $109,871.28
Gain: 9.87%

Composite Model reading: +.70
Allocation: 100% long, 0% cash, 0% short

Current Portfolio
TEPIX Tech 25%
SMPIX Semis 25%
INPIX Internet 25%
PMPIX Prec Metals 25%

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