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Strategies & Market Trends : Z PORTFOLIO

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To: Larry S. who wrote (5053)	8/14/2000 11:24:58 PM
From: DanZ	Read Replies (1) of 11568

Status 08/14. I've lost track of the number of times in the past two years that I almost moved at least some of my 401k equity to cash. As it turned out, I'm glad that I didn't. One day I will wish I had. lol Best of luck, Paul. I agree with Larry, as I think there is always something good to buy. In a correction, money rotates to other sectors. In a bear market, money leaves the market. We haven't had a bear market in a long time and I don't see one on the horizon. The difficulty with many employer sponsored 401k plans is that they don't normally offer enough choices to move money to other sectors. It's easy to do in your personal account though. I also agree with Larry that small and mid-caps are the place to be right now. The exception is when the large cap tech stocks have a big correction. I think that's the time to buy them for a trade. I thought that the following article was interesting. Cybersquatters ordered to give up 40 Web sites to Yahoo biz.yahoo.com The morale of the story is watch where you squat. gg Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ % Close Close G/L G/L Days Port $ $ % Held ABIZ 7/6 ron 2000 20.094 40188 1.9% 13.688 27375 -12813 -32% 38 ACRI 7/17 kelvin 2000 31.250 62500 3.5% 24.688 49375 -13125 -21% 27 AGIL 7/13 kelvin 1000 71.000 71000 4.0% 56.875 56875 -14125 -20% 31 AMES 7/26 ron 20000 6.235 124700 7.9% 5.563 111250 -13450 -11% 18 ANAD 7/19 kelvin 1000 40.125 40125 1.9% 27.313 27313 -12813 -32% 25 ANAD 7/27 ron 1000 23.875 23875 1.9% 27.313 27313 3438 14% 17 ARIA 7/14 dan 2000 11.688 23375 1.3% 9.375 18750 -4625 -20% 30 CELL 7/17 kelvin 5000 9.000 45000 1.6% 4.563 22813 -22188 -49% 27 CLEC 6/29 sue 1000 15.125 15125 0.8% 11.375 11375 -3750 -25% 45 CRFH 7/19 sue 3000 8.625 25875 1.2% 5.750 17250 -8625 -33% 25 CRFH 8/10 sue 3000 5.625 16875 1.2% 5.750 17250 375 2% 4 FNV 7/27 ron 2000 10.500 21000 1.4% 9.563 19125 -1875 -9% 17 GUMM var dan 10000 13.678 136775 8.7% 12.250 122500 -14275 -10% INCY 2/10 john s 100 170.000 17000 0.5% 74.500 7450 -9550 -56% 184 INTV 4/19 dan 2000 16.500 33000 1.4% 9.563 19125 -13875 -42% 115 INTV 5/17 dan 2000 15.063 30125 1.4% 9.563 19125 -11000 -37% 87 INTV 6/6 dan 2000 14.000 28000 1.4% 9.563 19125 -8875 -32% 68 LMG.A 5/12 larry 3000 22.031 66094 4.6% 21.750 65250 -844 -1% 92 MLNM var john s 400 121.250 48500 3.2% 111.313 44525 -3975 -8% MUEI 7/25 dan 2000 10.625 21250 1.5% 10.500 21000 -250 -1% 19 MUEI 7/31 dan 2000 9.750 19500 1.5% 10.500 21000 1500 8% 14 NEON 7/13 john s 1000 36.000 36000 1.9% 26.438 26438 -9563 -27% 31 NEON 7/17 paul m 1000 33.500 33500 1.9% 26.438 26438 -7063 -21% 27 NEON 7/24 paul m 1000 28.688 28688 1.9% 26.438 26438 -2250 -8% 20 ODP 7/18 bill 5000 6.575 32875 2.8% 7.813 39063 6188 19% 26 PUMA 6/26 kelvin 1000 27.625 27625 1.3% 18.313 18313 -9313 -34% 48 PUMA 6/30 kelvin 1000 25.625 25625 1.3% 18.313 18313 -7313 -29% 44 QCOM 7/18 paul m 500 65.625 32813 2.2% 62.625 31313 -1500 -5% 26 QLGC 7/18 paul m 500 87.375 43688 2.8% 78.875 39438 -4250 -10% 26 RAD 8/14 dan 8000 4.500 36000 2.7% 4.688 37500 1500 4% 0 RMDY 7/28 ron 2000 20.500 41000 2.8% 19.438 38875 -2125 -5% 16 SBAS 8/7 kelvin 2500 7.125 17813 1.2% 6.813 17031 -781 -4% 7 SHLL 1/14 rick 15000 2.250 33750 1.7% 1.594 23906 -9844 -29% 210 SNDK 7/21 paul m 500 67.625 33813 2.2% 61.875 30938 -2875 -9% 23 SNDK 7/28 paul m 500 62.750 31375 2.2% 61.875 30938 -438 -1% 16 SRV 5/22 bill 6000 3.250 19500 0.9% 2.188 13125 -6375 -33% 82 SRV 7/14 bill 6000 2.875 17250 0.9% 2.188 13125 -4125 -24% 30 SV 7/24 larry 2000 50.063 100125 5.9% 41.500 83000 -17125 -17% 20 TERN 8/1 larry 1000 52.750 52750 3.9% 54.875 54875 2125 4% 13 TRAC 5/11 sue 5000 1.813 9063 0.3% 0.984 4922 -4141 -46% 93 VPHM 7/14 dan 1000 21.250 21250 1.4% 19.563 19563 -1688 -8% 30 VSH 7/25 paul m 1000 35.250 35250 2.4% 33.500 33500 -1750 -5% 19 * * * * * 1619632 97.2% 1372209 -247422 -15% 42.3 Portfolio Summary Beg Balance 1/1/00 1319059 Plus Gains Realized 340531 Less Holdings at Cost 1619632 Equals Cash Balance 39959 2.8% Plus Holdings At Close 1372209 Portfolio Balance 1412168 Portfolio Change YTD 7.06% Beg Balance 1/1/99 500000 Change since 1/1/99 182.43% YTD Change in Market Indices** DJIA -2.79% Nasdaq -5.40% S&P 500 +1.52% Russell 2000 +1.93%

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