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Strategies & Market Trends : Z PORTFOLIO
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To: Ron McKinnon who wrote (7717)7/28/2002 11:14:37 PM
From: DanZ  Read Replies (3) of 11568
 
Status 07/28/02.

Sue: There was only enough money for 14,000 CNC.

Ron: There wasn't enough money for DGX. TYC and SUNW are in.


Z PORTFOLIO 2002 												
												
Long Positions												
												
Stock	Date	Sponsor	# 	Opening	Opening	%	Close	Close	G/L	G/L	Days	Day's
	Bought		Shares	Cost	Cost $	Port		$	$	%	Held	Change
												
AAPL	06/19/02	paul m	1000	17.240	17240	2.1%	14.340	14340	-2900	-17%	39	-0.020
AMZN	07/01/02	kelvin	2000	14.150	28300	3.8%	12.930	25860	-2440	-9%	27	0.440
ANAD	01/07/02	sue	2000	14.800	29600	0.7%	2.410	4820	-24780	-84%	202	-0.290
ANAD	01/16/02	sue	2000	12.290	24580	0.7%	2.410	4820	-19760	-80%	193	-0.290
AOL	03/21/02	paul m	1000	24.100	24100	1.6%	10.900	10900	-13200	-55%	129	1.260
AYE	05/10/02	bill	1000	35.990	35990	2.6%	17.520	17520	-18470	-51%	79	0.120
AYE	05/13/02	bill	500	35.200	17600	1.3%	17.520	8760	-8840	-50%	76	0.120
BZH	07/02/02	bill	800	78.500	62800	7.4%	63.450	50760	-12040	-19%	26	0.410
CHKP	06/24/02	paul m	1000	13.500	13500	2.3%	15.690	15690	2190	16%	34	0.640
CIEN	04/25/02	dan	1500	7.810	11715	0.9%	4.030	6045	-5670	-48%	94	-0.100
CNC	05/14/02	sue	10000	3.300	33000	1.3%	0.860	8600	-24400	-74%	75	-0.030
CNC	07/25/02	sue	14000	0.820	11480	1.8%	0.860	12040	560	5%	3	-0.030
COF	07/24/02	ron	100	27.000	2700	0.4%	30.500	3050	350	13%	4	-1.890
CPN	04/24/02	paul m	1200	11.820	14184	0.7%	4.000	4800	-9384	-66%	95	-0.060
CSCO	02/07/01	dan	1200	18.110	21732	2.1%	11.820	14184	-7548	-35%	536	0.210
FBF	07/09/02	ron	400	30.590	12236	1.1%	18.750	7500	-4736	-39%	19	-1.310
FBF	07/15/02	ron	400	26.710	10684	1.1%	18.750	7500	-3184	-30%	13	-1.310
FBF	07/16/02	ron	400	24.710	9884	1.1%	18.750	7500	-2384	-24%	12	-1.310
FBF	07/24/02	ron	200	18.350	3670	0.5%	18.750	3750	80	2%	4	-1.310
GLW	05/20/02	dan	2000	6.130	12260	0.9%	2.920	5840	-6420	-52%	69	-0.130
IDTI	06/19/02	paul m	1000	20.290	20290	1.7%	11.400	11400	-8890	-44%	39	0.380
INTC	06/20/02	dan	1000	20.020	20020	2.6%	17.810	17810	-2210	-11%	38	0.330
INTU	07/18/02	kelvin	1000	41.680	41680	6.3%	43.360	43360	1680	4%	10	1.450
INTV	07/17/02	dan	10000	0.960	9600	2.7%	1.820	18200	8600	90%	11	0.190
JDSU	04/26/02	dan	5000	4.920	24600	1.6%	2.140	10700	-13900	-57%	93	-0.390
JDSU	04/29/02	dan	5000	4.270	21350	1.6%	2.140	10700	-10650	-50%	90	-0.390
JDSU	05/22/02	sue	5000	4.000	20000	1.6%	2.140	10700	-9300	-47%	67	-0.390
KRB	07/10/02	ron	600	21.200	12720	1.5%	17.250	10350	-2370	-19%	18	1.030
KRB	07/17/02	ron	1000	18.710	18710	2.5%	17.250	17250	-1460	-8%	11	1.030
KRB	07/24/02	ron	200	13.050	2610	0.5%	17.250	3450	840	32%	4	1.030
LUV	05/13/02	larry	2000	17.210	34420	3.5%	12.130	24260	-10160	-30%	76	0.070
MTXX	various	dan	10000	6.900	69000	14.3%	9.800	98000	29000	42%		-0.100
NUAN	01/14/02	dan	2500	8.540	21350	1.1%	2.970	7425	-13925	-65%	195	0.000
NUAN	01/23/02	dan	2500	7.780	19450	1.1%	2.970	7425	-12025	-62%	186	0.000
NUAN	04/03/02	dan	2000	6.620	13240	0.9%	2.970	5940	-7300	-55%	116	0.000
NUAN	04/26/02	dan	2000	5.250	10500	0.9%	2.970	5940	-4560	-43%	93	0.000
NUAN	06/03/02	dan	2000	4.350	8700	0.9%	2.970	5940	-2760	-32%	55	0.000
QQQ	04/05/02	ron	500	34.760	17380	1.7%	22.670	11335	-6045	-35%	114	0.420
QQQ	06/04/02	ron	2000	28.680	57360	6.6%	22.670	45340	-12020	-21%	54	0.420
QQQ	06/14/02	ron	1000	26.970	26970	3.3%	22.670	22670	-4300	-16%	44	0.420
QQQ	07/02/02	ron	500	24.510	12255	1.7%	22.670	11335	-920	-8%	26	0.420
RATL	06/25/02	dan	1000	9.440	9440	1.0%	6.860	6860	-2580	-27%	33	0.090
REI	05/17/02	larry	1500	13.810	20715	2.0%	8.900	13350	-7365	-36%	72	0.100
RRI	07/17/02	dan	1000	8.080	8080	0.7%	4.550	4550	-3530	-44%	11	-0.630
SUNW	07/01/02	ron	500	4.420	2210	0.3%	3.780	1890	-320	-14%	27	0.080
SUNW	07/23/02	ron	500	4.220	2110	0.3%	3.780	1890	-220	-10%	5	0.080
SUNW	07/25/02	ron	500	3.870	1935	0.3%	3.780	1890	-45	-2%	3	0.080
TE	07/19/02	larry	575	19.940	11466	1.7%	20.700	11903	437	4%	9	-0.360
TYC	06/07/02	ron	400	9.610	3844	0.7%	12.030	4812	968	25%	51	3.780
TYC	07/25/02	ron	200	8.120	1624	0.4%	12.030	2406	782	48%	3	3.780
												
***	***	***	***	***	940884	100.0%		683360	-257524	-27%	67.0	
												
Short Positions												
												
Stock	Date	Sponsor	# 	Opening	Opening	%	Close	Close	G/L	G/L	Days	Day's
	Sold		Shares	Cost	Cost $	Port		$	$	%	Held	Change
												
												
												
***	***	***	***	***	0	0.0%		0	0			
												
Portfolio Summary												
												
Beg Balance 1/1/2002		1071437										
 + Realized Gains		-130292										
 + Unrealized Gains		-257524										
 = Portfolio Balance		683621										
YTD Change		-36.20%										
												
Cash Summary												
												
Beg Balance 1/1/2002		1071437										
 + Realized Gains		-130292										
 - Holdings at Cost		940884										
 = Cash Balance		262	0.0%									
												
Portfolio History												
												
Period Beg	Beg Balance	Chg Since										
01/01/1999	500000	36.72%										
01/01/2000	1319059	-48.17%										
01/01/2001	1050065	-34.90%										
01/01/2002	1071437	-36.20%										
												
YTD Change in Market Indices												
DJIA		-17.53%										
Nasdaq		-35.29%										
S&P 500		-25.72%										
Russell 2000	-21.75%
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