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Blast Investor Real-time Plus           by Henry Lu


From:  "Blast Investor" <blast_investor@lycos.com>
Date:  Wed Dec 31, 2003  5:44 pm
Subject:  Happy new year too all members!

Happy new year to all Long Term Investors!

Wish all of you make more money next year!

Next year I will continue to post my real-time trade
in Yahoo group. I will show how I use Benjamin
Graham or Buffett or other value investment method
to pick value or growth stocks.

This year my portfolio beat NASDAQ or SP500
decently. ALthough I do not expect such
performance in 2004, I am aiming at another 20% + gain
in 2004.

Here is 2003 portfolio performance for several sold picks:

MLT: + 48%
HOV : + 36%
PTR: + 44%
FBR: +20%

Performance for current holding:

NEN : + 88% (2 years holding)
SOHU: +36%
NTES: +40%
HCA: + 16%

Recently picked holdings, too early to tell:
HRB
ADGO
WRP

Several mediocre picks or sold too early:

RGLD, NEM, FWHT
all no meaningful loss or gain during holding period