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Enron Mail |
The Fourth Quarter and Year 2001 Performance: The model portfolio has
gained 12.78% during the fourth quarter versus a 10.42% gain for the S&P500. While the market has not delivered positive returns for the year, we are happy to point out that the Industry Selector is in positive territory as the year comes to an end. The year to date gain of 1.12% is leading the benchmark by 1407 basis points. Looking forward to the first quarter of 2002, our Industry Selector favors: Aerospace/Defense, Auto Parts & Equipment, Communication-Equip/Mfrs., Distributors, Electronics (Semiconductors), Electric Companies, Electrical Equipment, Equipment (Semiconductors), Financial (Diversified), Foods, Footwear, Health Care (Drugs), Insurance Brokers, Insurance (Life/Health), Publishing (Newspapers), Retail Stores (Dept.), Retail Stores (Drug). (full article attached) LJE www.lajollaeconomics.com La Jolla Economics 7608 La Jolla Blvd. La Jolla, CA 92037 (ph) 858 456-4567 (fax) 858 456-4524
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