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Strategies & Market Trends : Z PORTFOLIO

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To: Paul Moerman who wrote (4927)7/18/2000 9:42:01 PM
From: DanZ  Read Replies (6) of 11568
 
Status 7/18.

The market averages look toppy to me, and today's move could signal a correction in many stocks that have had good rallies. Just my opinion, but outside special situations, I'd wait for a pullback to at least the 20 day moving average in the market indices before making any new purchases. I'd also lighten up on positions that have had good runs.

Z PORTFOLIO
Stock DATE SPONS. # Cost Cost $ % Close Close G/L G/L Days
Port $ $ % Held

ABIZ 6/26 ron 500 24.375 12188 0.6% 18.625 9313 -2875 -24% 22
ABIZ 6/29 ron 500 21.750 10875 0.6% 18.625 9313 -1563 -14% 19
ACRI 7/17 kelvin 2000 31.250 62500 3.8% 29.250 58500 -4000 -6% 1
AGIL 7/13 kelvin 1000 71.000 71000 4.2% 64.813 64813 -6188 -9% 5
AMES 6/30 ron 5000 7.750 38750 2.8% 8.563 42813 4063 10% 18
ARIA 7/14 dan 2000 11.688 23375 1.5% 11.813 23625 250 1% 4
ATHM 6/14 larry 4000 19.000 76000 5.1% 19.688 78750 2750 4% 34
CELL 7/17 kelvin 5000 9.000 45000 3.0% 9.188 45938 938 2% 1
CLEC 6/29 sue 1000 15.125 15125 0.8% 12.875 12875 -2250 -15% 19
CLIC 7/13 kelvin 2000 15.250 30500 2.2% 17.500 35000 4500 15% 5
CRN 6/15 paul z 5000 6.938 34688 2.0% 6.188 30938 -3750 -11% 33
GUMM var dan 10000 13.678 136775 8.0% 12.469 124688 -12088 -9%
INCY 2/10 john s 100 170.000 17000 0.6% 94.719 9472 -7528 -44% 158
INTV 4/19 dan 2000 16.500 33000 0.9% 7.000 14000 -19000 -58% 89
INTV 5/17 dan 2000 15.063 30125 0.9% 7.000 14000 -16125 -54% 61
INTV 6/6 dan 2000 14.000 28000 0.9% 7.000 14000 -14000 -50% 42
INTV 6/7 dan 5000 6.875 34375 2.2% 7.000 35000 625 2% 41
LMG.A 5/12 larry 3000 22.031 66094 4.8% 24.688 74063 7969 12% 66
MLNM var john s 400 121.250 48500 3.1% 120.438 48175 -325 -1%
NEON 7/13 john s 1000 36.000 36000 2.1% 32.875 32875 -3125 -9% 5
NEON 7/17 paul m 1000 33.500 33500 2.1% 32.875 32875 -625 -2% 1
NOPT 6/22 larry 1000 53.250 53250 3.3% 52.000 52000 -1250 -2% 26
NTAP 6/22 kelvin 1000 86.625 86625 6.4% 99.938 99938 13313 15% 26
NXTL 6/28 kelvin 500 61.500 30750 2.2% 67.000 33500 2750 9% 20
ODP 7/18 bill 5000 6.575 32875 2.1% 6.625 33125 250 1% 0
OXHP 5/31 larry 3000 19.813 59438 4.9% 25.188 75563 16125 27% 48
PUMA 6/26 kelvin 1000 27.625 27625 1.7% 25.938 25938 -1688 -6% 22
PUMA 6/30 kelvin 1000 25.625 25625 1.7% 25.938 25938 313 1% 18
QCOM 7/18 paul m 500 65.625 32813 2.1% 65.125 32563 -250 -1% 0
QLGC 7/18 paul m 500 87.375 43688 2.9% 89.750 44875 1188 3% 0
SHLL 1/14 rick 15000 2.250 33750 1.7% 1.750 26250 -7500 -22% 184
SLE 7/14 larry 3000 20.375 61125 3.8% 19.688 59063 -2063 -3% 4
SNDK 7/18 paul m 500 67.625 33813 2.1% 66.625 33313 -500 -1% 0
SRV 5/22 bill 6000 3.250 19500 1.1% 2.875 17250 -2250 -12% 56
SRV 7/14 bill 6000 2.875 17250 1.1% 2.875 17250 0 0% 4
TRAC 5/11 sue 5000 1.813 9063 0.4% 1.250 6250 -2813 -31% 67
VISX 7/14 sue 1000 29.563 29563 1.7% 26.438 26438 -3125 -11% 4
VPHM 7/14 dan 1000 21.250 21250 1.3% 20.250 20250 -1000 -5% 4
*** *** *** *** *** 1501369 92.5% 1440522 -60847 -4% 30.8

Portfolio Summary

Beg Balance 1/1/00 1319059
Plus Gains Realized 298456
Less Holdings at Cost 1501369
Equals Cash Balance 116147 7.5%
Plus Holdings At Close 1440522
Portfolio Balance 1556669

Portfolio Change YTD 18.01%

Beg Balance 1/1/99 500000
Change since 1/1/99 211.33%

YTD Change in Market Indices
DJIA -6.59%
Nasdaq +2.65%
S&P 500 +1.67%
Russell 2000 +6.25%
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