Recommended Portfolio to 4/12/2002
Started with $10,000 on 12/28/98
25% The Internet Fund $2500
75% UltraPro OTC Fund $7500
Held from 12/28/98 to 2/26/99 [UOPIX switched to USPIX to benefit from downside move]
Held from 2/26/99 to 3/05/99 [USPIX switched to ULPIX to benefit from up move]
Held from 3/05/99 to 5/27/99 [ULPIX switched to USPIX to benefit from slump]
Held from 12/28/98 to 6/3/99 [WWWFX switched to cash to preserve gain]
Held from 5/27/99 to 6/4/99 [USPIX switched to ULPIX to benefit from up move]
Held from 6/4/99 to 6/10/99 [ULPIX switched to URPIX to benefit from down move]
Held from 6/10/99 to 6/16/99 [URPIX switched to OUPIX to benefit from renewed rally]
Bought WWWFX on 6/21/99 with cash from previous sale
7/16/99 UOPIX splits 4 shares for 1 (revenue neutral)
7/26/99 Sold 135.391 shares WWWFX at $29.09 - $75 = $3863.52
Held from 6/16/99 to 8/3/99 [UOPIX switched to USPIX to benefit from declining market]
8/3/99 Bought Warburg Pincus Japan OTC fund with available cash
Held from 8/3/99 to 8/13/99 [USPIX switched to UOPIX market rising]
8/19/99 switched UOPIX to USPIX
8/23/99 switched USPIX to UOPIX
9/24/99 switched UOPIX to URPIX &
9/24/99 sold WPJPX to FCASH
9/30/99 bought WPJPX for cash
10/4/99 switched URPIX to UOPIX as rebound is coming
10/15/99 switched UOPIX to URPIX rebound ran out of gas
10/15/99 sold WPJPX to FCASH
10/20/99 switched URPIX sold for cash as fund raised criteria to $15000
10/10/20/99 bought WPJPX for cash
11/5/99 bought FOCPX for cash
Balance to 4/12/2002
 

Had we made no changes to 4/12/2002

Important Disclaimer: The material contained herein is for educational purposes only and is not to be taken as advice to buy or sell any security. The creator of this web page assumes no responsibility or liability for the actions of those who come here, nor is he responsible for any errors in the material presented here. Please do your own research and make your own investment decisions. By using this web page you agree to the terms of this disclaimer.

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