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Strategies & Market Trends : Z PORTFOLIO
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To: John Solder who wrote (5300)9/22/2000 5:36:02 PM
From: DanZ  Read Replies (5) of 11568
 
Status 09/22.

Since I was gone all week, please take a little extra time today to make sure that your positions are correct. I sorted the table by name to make it easier.

We overspent today, so I made the following adjustments. If anyone has a concern with the way I did this, please post it here or send me a PM.

Reduced my IFMX and RAD trades to 4000 shares each from 8000 shares each.

Reduced Ron's AMES to 4500 shares from 5000 shares.

Reduced Paul's NEON to 800 shares from 1000 shares.

				
					Z PORTFOLIO 							
Stock	Date	Sponsor	# 	Cost	Cost $	%	Close	Close	G/L	G/L	Days	Day's
	Bought		Shares			Port		$	$	%	Held	Change
												
SRV	5/22	bill	6000	3.250	19500	0.9%	2.375	14250	-5250	-27%	120	-0.063
SRV	7/14	bill	6000	2.875	17250	0.9%	2.375	14250	-3000	-17%	68	-0.063
SRV	9/13	bill	6000	2.500	15000	0.9%	2.375	14250	-750	-5%	9	-0.063
ALLR	9/18	chrtser	1000	10.875	10875	0.6%	9.313	9313	-1563	-14%	4	-0.688
FJ	8/23	chrtser	800	32.000	25600	1.6%	31.313	25050	-550	-2%	29	0.125
LIT	9/6	chrtser	500	41.625	20813	1.3%	42.594	21297	484	2%	16	-0.813
LUMT	9/11	chrtser	1000	7.125	7125	0.2%	3.625	3625	-3500	-49%	11	-1.563
PMS	8/23	chrtser	2000	13.000	26000	1.7%	13.500	27000	1000	4%	29	0.500
SBC	9/8	chrtser	500	43.750	21875	1.5%	47.938	23969	2094	10%	14	1.250
ARIA	9/22	dan	2000	11.875	23750	1.6%	12.438	24875	1125	5%	0	-0.125
GUMM	var	dan	10000	13.678	136775	8.9%	14.063	140625	3850	3%		-0.250
IFMX	9/22	dan	5000	4.375	21875	1.4%	4.281	21406	-469	-2%	0	-0.250
INTV	4/19	dan	2000	16.500	33000	1.4%	10.938	21875	-11125	-34%	153	-0.125
INTV	9/22	dan	2000	10.500	21000	1.4%	10.938	21875	875	4%	0	-0.125
MUEI	9/22	dan	2000	11.375	22750	1.5%	12.063	24125	1375	6%	0	-0.438
RAD	8/14	dan	8000	4.500	36000	1.6%	3.250	26000	-10000	-28%	38	-0.250
RAD	9/22	dan	5000	3.125	15625	1.0%	3.250	16250	625	4%	0	-0.250
INCY	2/10	john s	200	85.000	17000	0.5%	39.375	7875	-9125	-54%	222	2.813
MLNM	var	john s	400	121.250	48500	3.8%	148.438	59375	10875	22%		17.938
NEON	7/13	john s	1000	36.000	36000	1.6%	25.125	25125	-10875	-30%	69	-1.750
ACRI	7/17	kelvin	2000	31.250	62500	3.6%	28.438	56875	-5625	-9%	65	-1.375
ANAD	7/19	kelvin	1000	40.125	40125	1.5%	23.313	23313	-16813	-42%	63	0.250
ANAD	9/15	kelvin	1000	24.563	24563	1.5%	23.313	23313	-1250	-5%	7	0.250
CELL	7/17	kelvin	5000	9.000	45000	1.7%	5.500	27500	-17500	-39%	65	-0.250
CELL	8/16	kelvin	3000	5.000	15000	1.0%	5.500	16500	1500	10%	36	-0.250
MRVC	9/8	kelvin	500	63.125	31563	1.8%	58.000	29000	-2563	-8%	14	1.375
PUMA	6/26	kelvin	1000	27.625	27625	1.3%	20.688	20688	-6938	-25%	86	0.625
PUMA	6/30	kelvin	1000	25.625	25625	1.3%	20.688	20688	-4938	-19%	82	0.625
SMTC	8/25	kelvin	500	109.438	54719	3.3%	105.734	52867	-1852	-3%	27	-3.766
LMG.A	5/12	larry	3000	22.031	66094	3.5%	18.250	54750	-11344	-17%	130	0.250
NWAC	9/11	larry	2000	30.500	61000	3.3%	26.438	52875	-8125	-13%	11	-0.016
SV	7/24	larry	2000	50.063	100125	6.2%	49.313	98625	-1500	-1%	58	-0.750
TERN	8/1	larry	1000	52.750	52750	2.5%	39.000	39000	-13750	-26%	51	-0.500
ABSC	9/1	paul m	500	67.500	33750	1.8%	56.625	28313	-5438	-16%	21	3.625
ABSC	9/6	paul m	500	60.875	30438	1.8%	56.625	28313	-2125	-7%	16	3.625
AVX	9/21	paul m	1000	28.750	28750	1.8%	27.938	27938	-813	-3%	1	-0.938
NEON	9/22	paul m	800	25.250	20200	1.3%	25.125	20100	-100	0%	0	-1.750
QLGC	9/15	paul m	300	96.000	28800	1.8%	96.750	29025	225	1%	7	5.125
SNDK	9/15	paul m	500	80.500	40250	2.3%	73.500	36750	-3500	-9%	7	-3.703
DELL	9/13	paul z	1000	37.250	37250	2.3%	35.938	35938	-1313	-4%	9	-2.000
SHLL	1/14	rick	15000	2.250	33750	1.2%	1.313	19688	-14063	-42%	248	0.000
AMES	7/26	ron	5000	6.235	31175	1.8%	5.813	29063	-2113	-7%	56	-0.188
AMES	9/21	ron	5000	6.125	30625	1.8%	5.813	29063	-1563	-5%	1	-0.188
AMES	9/22	ron	4500	5.688	25594	1.7%	5.813	26156	563	2%	0	-0.188
FNV	7/27	ron	2000	10.500	21000	1.0%	8.000	16000	-5000	-24%	55	-0.125
FNV	8/15	ron	2000	9.188	18375	1.0%	8.000	16000	-2375	-13%	37	-0.125
FNV	8/16	ron	2000	8.000	16000	1.0%	8.000	16000	0	0%	36	-0.125
FNV	8/24	ron	2000	6.500	13000	1.0%	8.000	16000	3000	23%	28	-0.125
RMDY	7/28	ron	2000	20.500	41000	2.5%	19.938	39875	-1125	-3%	54	0.563
BVSN	9/5	sue	2000	37.813	75625	4.0%	31.313	62625	-13000	-17%	17	1.188
DELL	9/22	sue	1000	34.813	34813	2.3%	35.938	35938	1125	3%	0	-2.000
TRAC	5/11	sue	5000	1.813	9063	0.4%	1.375	6875	-2188	-24%	131	-0.063
***	***	***	***	***	1752456	99.9%		1578058	-174398	-10%	44.0	
												
	Portfolio Summary											
												
Beg Balance 1/1/00			1319059									
Plus Gains Realized			434687									
Less Holdings at Cost			1752456									
Equals Cash Balance			1290	0.1%								
Plus Holdings At Close			1578058									
Portfolio Balance			1579348									
												
Portfolio Change YTD			19.73%									
												
Beg Balance 1/1/99			500000									
Change since 1/1/99			215.87%									
												
YTD Change in Market Indices												
DJIA			-5.65%									
Nasdaq			-6.53%									
S&P 500			-1.40%									
Russell 2000		+2.79%
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