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February 11, 2002

Holdings

	Feb-02
1	PFE
2	UN
3	YHOO
4	NKE
5	BA
6	VRSN
7	JDSU
8	CAT
9	JNJ
10	NSM
11	CA
12	FNF
13	MSFT
14	BRK-A
15	HMC
16	WMT
17	X
18	AAPL
19	P
20	WB

Performance of Individual Stocks For last 3 months:

Feb-02
FNF	3.47%
P	2.58%
CAT	3.92%
NKE	21.52%
BA	30.56%
VRSN	-40.04%
JDSU	-24.54%
YHOO	20.55%
JNJ	-3.94%
NSM	-7.45%
CA	-0.69%
PFE	-2.66%
MSFT	-6.27%
BRK-A	3.67%
HMC	4.07%
WMT	9.49%
X	34.41%
AAPL	33.58%
UN	4.77%
WB	4.21%

Total Increase (Decrease) since last quarter: 4.56

Additions:  None

Subtractions: None

Commentary:  I finished a wonderful semester in Costa Rica and now I will be in Spain for the spring. The markets are confusing me right now, and, well, I have learned that in moments like this it is best to stay calm and do nothing until the panic subsides. So, from an investing standpoint, I’m doing a brilliant thing by spending some months in Spain. I promise that when I get back to the states I will pay more attention to the portfolio.

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