SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Z PORTFOLIO

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Susan Saline who wrote (1490)3/14/1998 3:05:00 PM
From: Ron McKinnon  Read Replies (1) of 11568
 
Status 3/13
Doing well
50% or so ahead of the market

S+P +10.1%
Nasdaq + 12.8%
Z Port + 16.0%

closed
SEEK 3/10 sue 1000 20.8750 20875 3/11 19.8750 19875 -1000 -15 -1015 -5%
SEEK 3/11 sue 1000 19.3750 19375 3/11 19.0000 19000 -375 -15 -390 -2%

Z PORTFOLIO
Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L %
Sold


AAC 12/31 dan 2500 7.4375 18594 7.2500 18125 -469 -15 -484 -3%
BAY 3/6 larry 1000 30.3750 30375 27.3750 27375 -3000 -15 -3015 -10%
BTJ 2/11 paul 4000 6.0000 24000 6.6250 26500 2500 -15 2485 10%
CA 3/5 ron 1000 49.8750 49875 53.1250 53125 3250 -15 3235 6%
CBS 2/6 larry 1000 30.6250 30625 31.4375 31438 813 -15 798 3%
CPQ 3/6 paul 1000 28.0625 28063 25.3750 25375 -2688 -15 -2703 -10%
DIGI 1/15 dan 1500 21.5000 32250 18.0000 27000 -5250 -15 -5265 -16%
DIGI 3/4 steve 2000 18.1875 36375 18.0000 36000 -375 -15 -390 -1%
FRO 3/9 larry 1000 28.9375 28938 30.4375 30438 1500 -15 1485 5%
HRSH 3/5 darth 2400 10.3125 24750 9.8750 23700 -1050 -15 -1065 -4%
IOM 1/21 dan 2000 13.0000 26000 8.6250 17250 -8750 -15 -8765 -34%
IOM 2/20 dan 2000 8.6875 17375 8.6250 17250 -125 -15 -140 -1%
IOM 3/12 dan 2000 8.4375 16875 8.6250 17250 375 -15 360 2%
LNET 12/31 dan 2500 11.0000 27500 10.8750 27188 -313 -15 -328 -1%
NOVL 2/25 larry 2000 9.3750 18750 10.3125 20625 1875 -15 1860 10%
PAUH 1/6 dan 3000 10.0000 30000 10.3125 30938 938 -15 923 3%
RAM 2/26 darth 3000 6.0000 18000 6.7500 20250 2250 -15 2235 12%
TLK 3/5 sue 2000 8.0000 16000 8.4375 16875 875 -15 860 5%
UTI 3/3 sue 2000 14.0000 28000 13.4375 26875 -1125 -15 -1140 -4%
VLSI 3/4 dan 2000 19.1250 38250 18.0625 36125 -2125 -15 -2140 -6%
*** *** *** *** *** 540594 529700 -10894 -300 -11194 -2%

Portfolio Summary

Beg Bal 500000
Plus Gains Realized 91171
Less Holdings at Cost 540594
Equals Cash Balance 50578
Plus Holdings At Present Price 529400
Equals Total Portfolio Balance 579978

Portfolio Change YTD 79978 16.00%
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext