Q1 2000

All numbers had been re-stated to reflect changes in valuation parameters using Captool Software

The "Digging" Report Q1 2000

March 31, 2000

"Hold your leaders and dispose of your laggards", William O'Neil.

My Personal "Mutual Fund" OTC:RASXX

Note: OTC means Over The Counter. The ticker symbol is fictitious; please don't ask your broker to buy it. In the rare event that such a ticker does exist please inform me at once, in order to change it. I don't want to mislead anyone.

Finally my portfolio is catching up with the S&P500... Every month, the weight of the fixed income portion of my assets gets thinner; and with that, the volatility of the stock holdings will influence more and more (for better or worse). At this time it is obvious that the next quarter report will show the devastating effects of the NASDAQ crash. Even the big fixed-income portion will not be sufficient to save the quarter.

Performance as of 03/31/2000

NAV: 20.85

	RASXX	S&P 500
YTD as of 03/31/2000	9.01%	2.00%
1 Year	20.23%	16.50%
3 Years	*14.43%	*25.55%
5 Years	---	---
10 Years	---	---
Since Inception (10/05/1996)	*19.96%	*24.31%

* Annualized compound return

The 1, 3, 5 and 10 year periods are counted backwards starting from the report date

Performance is before personal taxes. Maintenance and research costs (my personal time doing the accounting, trading and web publishing; time spent on the web and investment books) are not taken into consideration.

Freedometer ratio: 2.13%

Scale: 0-10 Worthless slave; 11-25 Rank and file; 26-40 Lowest level privileged; 41-75 Candidate for temporal release; 76-99 Almost free on parole; 100+ § A free person!

§ Unless you can't make ends meet with your present salary.

Quarter/Year to date

Since Inception

Go to Top