Quarter to Quarter Aggressive Growth Stocks

[jackhartmann]

Portfolio performance for April up 21.6%. Down 5% for the year
Gilder2001 down 23.8% YTD.
J-blimps down 37.1% since May 25.
Fuel cells/Alt energy down 24.8% since started in August.
Gorilla Hunters down 51.6% since December 3, 2000.
OC-192 down 37.6% since started in Mid-February.

Long timers
MDT - $45.74 to 44.25. Down 3.2%
ORCL - $14.98 to 17.15. Up 14.5%

2000 Additions
SCHL $36.06 to 42.98. Up 19.2%
PHA $50.37 to 52.25. Up 3.7%
RMBS $20.60 to 17.07. Down 17.01%
AMAT $43.50 to 53.89. Up 23.8%

January Additions
BRCD $20.89 to 35.62. Up 70.5%

February Additions
GLW $20.69 to 20.75. Up 0.2%
UCL $34.57 to 37.55. Up 8.6%
NTAP $16.81 to 21.86. Up 30.0%

March Additions
CAT $44.38 to 50.31. Up 13.3%
DRMD $5.78 to 7.42. Up 28.3%
X $14.69 to 18.78. Up 27.8%
DCI $26.69 to 28.24. Up 5.8%
BGP $16.83 to 17.73. Up 5.3%
NTRO $5.00 to 4.68. Down 6.4%
VLGC $1.34 to 2.78 . Up 107.4% Wowser.
WFII $4.13 to 6.51. Up 57.6%

Deletions
None

Average gain of 21.6%

A look if 10K was invested in each stock. Model starts anew each month.
27 Stocks rotated in January. (270K x 1.080)-270K = $21,600 profit or 8% profit
35 Stocks rotated in February. (350K x 0.79)-350K = $73,521 loss or 21% loss, Down 13% for the year.
30 Stocks rotated in March. (300K x 0.87)-300K = $39,000 loss or 13% loss, Down 26% for the year.
18 Stocks rotated in April. (180K x 1.216) – 180K = $38,800 profit or 21.6 % profit. Down 5% for the year.

Dow – 9879 to 10810. Up 9.4% for month
NASDAQ – 1840 to 2075. Up 12.7% for month
S&P500 – 1160 to 1253. Up 8.0% for month
Dow – 10787 to 10810. Up 0.2% for the year
NASDAQ – 2470 to 2075. Down 15.9% for the year
S&P500 – 1320 to 1253. Down 5.0% for the year


<I>For April. Further drift down of all indexes.</I>

Hahahaha. I ‘m so out of synch with the market.

For May, Greenspan, cuts rates by only 25 basis points.

As of 4/29/01 average tech fund was down 24.4%

http://screen.morningstar.com/FundSearch/SpecTechtrytd.html?

Only 7 tech base funds profitable.

Our portfolio shoots up to #15 out 317 funds. Top 5% in the tech sector.

Even though this is not the end of the month. I’ll be updating the monthly report the last Saturday of the month. Easier on me with baseball season starting for the kids.

Goal for May is to add a utility stock or finacail with some tech exposure gradually phrase in on a dip.

Spoke with the ever dedicated Mr. January. Up 60% this year on the great January and playing 100% energy stocks the last three months. Now looking for a semi run FWIW.

We have tied the S&P, lag the dow, and up 10% over the Nasdaq. Tough month on the back of some screamers.

Jack