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Strategies & Market Trends : Z PORTFOLIO

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To: Ron McKinnon who wrote (3675)	11/12/1999 5:02:00 PM
From: Ron McKinnon	Read Replies (1) of 11568

status 11/12 closed CMRC 11/8 ron -100 331.00 -33100 11/12 287.00 -28700 4400 -15 4385 8% Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold AVI 11/1 ron 2000 18.250 36500 18.938 37875 1375 -15 1360 4% ABIZ 11/12 larry 1500 36.000 54000 34.000 51000 -3000 -15 -3015 -6% AMTD 11/12 larry 3000 20.313 60938 22.000 66000 5063 -15 5048 8% ATHM 11/10 sue 1000 44.000 44000 44.563 44563 563 -15 548 1% CLE 11/2 paul m 1000 18.938 18938 20.750 20750 1813 -15 1798 9% CMGI 11/11 sue 500 101.688 50844 101.500 50750 -94 -15 -109 0% FMO 10/13 paulm 500 27.250 13625 23.000 11500 -2125 -15 -2140 -16% FMO 11/12 paulm 500 23.000 11500 23.000 11500 0 -15 -15 0% GUMM 11/5 dan 1500 15.563 23344 17.000 25500 2156 -15 2141 9% GUMM var dan 6000 11.198 67188 17.000 102000 34812 -15 34797 52% HSAC 10/29 larry 2000 25.000 50000 24.250 48500 -1500 -15 -1515 -3% INTU 10/11 larry 2000 28.446 56891 33.750 67500 10609 -30 10579 19% KSWS var ron 5000 12.750 63750 14.188 70938 7188 -45 7143 11% KSWS 11/4 ron 2000 10.875 21750 14.188 28376 6626 -15 6611 30% MAT 10/8 dan 3000 11.938 35813 13.000 39000 3188 -15 3173 9% MUEI var dan 6000 10.500 63000 10.500 63000 0 -30 -30 0% NEON 11/12 sue 1000 46.125 46125 48.688 48688 2563 -15 2548 6% PETM 9/14 rick 10000 4.625 46250 3.938 39375 -6875 -30 -6905 -15% PIR 8/5 dan 5000 6.250 31250 6.875 34375 3125 -15 3110 10% PPOD 11/5 ron -2000 15.875 -31750 8.625 -17250 14500 -15 14485 46% VLNC 10/27 paulm 2000 4.500 9000 6.063 12125 3125 -15 3110 35% VUSA 10/29 sue 3000 12.875 38625 10.250 30750 -7875 -15 -7890 -20% VUSA 11/9 sue 3000 11.250 33750 10.250 30750 -3000 -15 -3015 -9% ZANY 10/29 paul m 1000 12.125 12125 10.750 10750 -1375 -15 -1390 -11% ZIXI 11/3 ron -500 45.000 -22500 39.250 -19625 2875 -15 2860 13% * * * * * 834954 908689 73734 -450 73284 9% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 590978 Less Holdings at Cost 834954 Equals Cash Balance 256023 Plus Holdings At Present Price 908689 Equals Total Portfolio Balance 1164712 Portfolio Change YTD 132.94%

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