Rule Breaker Portfolio

• 01/24/02: Shorted Sirius Satellite Radio (Nasdaq: SIRI)
• 10/29/01: Bought Human Genome Sciences (Nasdaq: HGSI)
• 09/27/01: Bought Millennium Pharmaceuticals (Nasdaq: MLNM)
• 09/22/01: Sold Human Genome Sciences (Nasdaq: HGSI)
• 09/22/01: Covered Affymetrix (Nasdaq: AFFX)
• 06/21/01: Shorted Affymetrix (Nasdaq: AFFX)
• 03/06/01: Sold S&P Depositary Receipts (AMEX: SPY)
• 03/06/01: Sold a portion of Amazon.com (Nasdaq: AMZN)
• 03/06/01: Bought eBay (Nasdaq: EBAY)
• 02/09/01: Bought S&P Depositary Receipts (AMEX: SPY)
• 12/18/00: Sold Excite@Home Corporation (Nasdaq: ATHM)
• 09/22/00: Bought Human Genome Sciences, Inc. (Nasdaq: HGSI)
• 03/02/00: Sold Foolish Four
• 12/17/99: Bought PE Celera Genomics Corp. (NYSE: CRA)
• 12/17/99: Sold Iomega Corp. (NYSE: IOM)
• 12/17/99: Sold 3dfx Interactive (Nasdaq: TDFX)
• 12/17/99: Sold a portion of America Online (NYSE: AOL)
• 09/10/99: Covered Trump Hotels and Casino Resorts (NYSE: DJT)
• 02/26/99: Bought eBay (Nasdaq: EBAY)
• 02/23/99: Annual Foolish Four Switch

Rule Maker Portfolio

• 09/06/00: Added to Yahoo! (NYSE: YHOO)
• 05/15/00: Added to Yahoo! (NYSE: YHOO)
• 04/03/00: Added to Yahoo! (Nasdaq: YHOO)
• 03/06/00: Added to American Express (NYSE: AXP)
• 02/16/00: Bought Nokia (NYSE: NOK)
• 02/16/00: Bought JDS Uniphase (Nasdaq: JDSU)
• 01/05/00: Sold Foolish Four
• 12/29/99: Added to Intel (NYSE: INTC)
• 11/02/99: Added to Intel (NYSE: INTC)
• 10/05/99: Added to Microsoft (NYSE: MSFT)
• 09/07/99: Added to Cisco (NYSE: CSCO)

Workshop Portfolio (formerly Foolish Four)

• 01/08/00
  For the Foolish Four strategy:
  Sold JP Morgan Chase (NYSE: JPM)
  Bought Dupont (NYSE: DD)
  
  Added the following mechanical strategies and stocks to portfolio:
  
  PEG-13 Monthly
  NVR Inc. (AMEX: NVR)
  United Natural Foods (Nasdaq: UNFI)
  Cabot Oil & Gas 'A' (NYSE: COG)
  
  CAPRS Quarterly
  Newport Corp. (Nasdaq: NEWP)
  Laboratory Corp. (NYSE: LH)
  Quest Diagnostics (NYSE: DGX)
  
  Plowback Semiannual
  Waste Management (NYSE: WMI)
  Providian Fin'l (NYSE: PVN)
  Sara Lee Corp. (NYSE: SLE)
  
  Low Price/Book Annual
  Aetna Inc. (NYSE: AET)
  Pohang Iron ADR (NYSE: PKX)
  R.J. Reynolds Tobacco (NYSE: RJR)
  
  KeyEPS Annual
  Philip Morris (NYSE: MO)
  Qualcomm Inc. (Nasdaq: QCOM)
  Boeing (NYSE: BA)

Drip Portfolio

• 02/05/02: Bought Paychex (Nasdaq: PAYX)
• 01/28/02: Sold Campbell Soup (NYSE: CPB)
• 07/28/00: Bought PepsiCo (NYSE: PEP)
• 10/07/98: Bought Mellon Bank (NYSE: MEL)
• 04/13/98: Bought Campbell Soup (NYSE: CPB)
• 11/14/97: Bought Johnson & Johnson (NYSE: JNJ)
• 09/08/97: Bought Intel (Nasdaq: INTC)