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Strategies & Market Trends : Z PORTFOLIO

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To: pz who wrote (5202)9/7/2000 5:58:38 PM
From: DanZ  Read Replies (4) of 11568
 
Status 09/07.

Paul: Never worry about taking profits on a stock when it moves 12% in one day. The goal is to enter positions with the expectation of holding at least two weeks, but nobody can predict that a stock will reach their target in one day.

Chartseer: Nice trades.

Ron: Excellent recovery on AMES. I wish that I had been as patient on the 5000 INTV that I bought below 7. I sold it at 8 3/8 on the way up and then it went to 14.


Z PORTFOLIO
Stock Date Sponsor # Cost Cost $ % Close Close G/L G/L Days Day's
Bought Shares Port $ $ % Held Change

ABSC 9/1 paul m 500 67.500 33750 1.9% 62.500 31250 -2500 -7% 6 2.125
ABSC 9/6 paul m 500 60.875 30438 1.9% 62.500 31250 813 3% 1 2.125
ACRI 7/17 kelvin 2000 31.250 62500 3.4% 28.375 56750 -5750 -9% 50 0.875
AMES 7/26 ron 5000 6.235 31175 2.2% 7.531 37656 6481 21% 41 1.031
ANAD 7/19 kelvin 1000 40.125 40125 1.9% 31.438 31438 -8688 -22% 48 0.000
AT 9/7 larry 1500 49.000 73500 4.4% 48.750 73125 -375 -1% 0 0.625
BVSN 9/5 sue 2000 37.813 75625 4.5% 37.938 75875 250 0% 2 2.375
CELL 7/17 kelvin 5000 9.000 45000 2.1% 7.188 35938 -9063 -20% 50 -0.375
CELL 8/16 kelvin 3000 5.000 15000 1.3% 7.188 21563 6563 44% 21 -0.375
CLEC 6/29 sue 1000 15.125 15125 0.6% 10.438 10438 -4688 -31% 68 0.250
FJ 8/23 chrtser 800 32.000 25600 1.5% 32.313 25850 250 1% 14 -0.250
FNV 7/27 ron 2000 10.500 21000 0.9% 7.313 14625 -6375 -30% 40 0.125
FNV 8/15 ron 2000 9.188 18375 0.9% 7.313 14625 -3750 -20% 22 0.125
FNV 8/16 ron 2000 8.000 16000 0.9% 7.313 14625 -1375 -9% 21 0.125
FNV 8/24 ron 2000 6.500 13000 0.9% 7.313 14625 1625 13% 13 0.125
GUMM var dan 10000 13.678 136775 8.0% 13.375 133750 -3025 -2% 0.938
INCY 2/10 john s 200 85.000 17000 0.5% 38.500 7700 -9300 -55% 207 2.000
INTV 4/19 dan 2000 16.500 33000 1.6% 13.500 27000 -6000 -18% 138 -0.125
LIT 9/6 chrtser 500 41.625 20813 1.2% 41.500 20750 -63 0% 1 0.500
LMG.A 5/12 larry 3000 22.031 66094 3.8% 21.063 63188 -2906 -4% 115 -0.313
MLNM var john s 400 121.250 48500 3.4% 141.438 56575 8075 17% 2.188
NEON 7/13 john s 1000 36.000 36000 2.1% 35.750 35750 -250 -1% 54 1.250
PMS 8/23 chrtser 2000 13.000 26000 1.5% 12.938 25875 -125 0% 14 0.375
PUMA 6/26 kelvin 1000 27.625 27625 1.5% 24.938 24938 -2688 -10% 71 0.313
PUMA 6/30 kelvin 1000 25.625 25625 1.5% 24.938 24938 -688 -3% 67 0.313
QCOM 7/18 paul m 500 65.625 32813 1.9% 64.125 32063 -750 -2% 49 2.313
RAD 8/14 dan 8000 4.500 36000 1.9% 4.063 32500 -3500 -10% 23 0.063
RMDY 7/28 ron 2000 20.500 41000 2.9% 24.125 48250 7250 18% 39 1.000
SHLL 1/14 rick 15000 2.250 33750 1.3% 1.438 21563 -12188 -36% 233 0.000
SMTC 8/25 kelvin 500 109.438 54719 3.3% 111.438 55719 1000 2% 12 6.500
SRV 5/22 bill 6000 3.250 19500 1.0% 2.813 16875 -2625 -13% 105 0.313
SRV 7/14 bill 6000 2.875 17250 1.0% 2.813 16875 -375 -2% 53 0.313
SRV 8/31 bill 6000 2.313 13875 1.0% 2.813 16875 3000 22% 7 0.313
SV 7/24 larry 2000 50.063 100125 6.0% 50.063 100125 0 0% 43 0.500
TERN 8/1 larry 1000 52.750 52750 2.9% 48.750 48750 -4000 -8% 36 -1.750
TRAC 5/11 sue 5000 1.813 9063 0.5% 1.750 8750 -313 -3% 116 -0.063
*** *** *** *** *** 1364488 77.9% 1308438 -56050 -4% 52.4

Portfolio Summary

Beg Balance 1/1/00 1319059
Plus Gains Realized 416443
Less Holdings at Cost 1364488
Equals Cash Balance 371015 22.1%
Plus Holdings At Close 1308438
Portfolio Balance 1679452

Portfolio Change YTD 27.32%

Beg Balance 1/1/99 500000
Change since 1/1/99 235.89%

YTD Change in Market Indices
DJIA -2.06%
Nasdaq +0.71%
S&P 500 +2.26%
Russell 2000 +7.54%
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