The overall health of the GDT::Portfolio can be measured by the fact that Yahoo! (YHOO), Red Hat (RHT), US Airways (LCC), Hanger (HGR) and Amazon.com (AMZN) are #5, #6, #9, #10, and #12, respectively.
GDT::Portfolio was hurt by the recent crash of Aastrom Biosciences (ASTM; #20). In addition, at the start of the 1Q'13 I blogged about how Spire (SPIR) needed to spiral upward. That started to happen, but then it stalled and SPIR ended 1Q'13 at #16.
I've turned near term bullish on Altair Nanotechnologies (ALTI; #21) and Kratos Defense & Security Solutions (KTOS; #25).
The DJIA made a new all-time high on 5 March 02013. The S&P 500 made a new all-time high on 28 March 02013. The NASDAQ remains well below it's all-time high.
Forecast: I refuse to believe that the NASDAQ's all-time high is going to be a 20th century event. In other words, I believe the NASDAQ will hit a new all-time high sometime in the 21st century. When will this happen? I haven't a clue. The last NASDAQ all-time high occurred with nine months left in the 20th century. It's possible that here in the 21st century the decade is the new century; however, we have been slow to make this transition. If we assume a score is the new century, then the NASDAQ's new all-time high could occur prior to the end of the current decade (i.e. 02020). Note: The NASDAQ closed 02013.03.28 at 3276.52. An increase from this level to its all-time high of 5132.52 will be a ~57% increase.