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Strategies & Market Trends : Z PORTFOLIO

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To: DanZ who wrote (2400)	12/28/1998 8:25:00 PM
From: Ron McKinnon	Read Replies (2) of 11568

CPU 12/22 dan 2000 11.6875 23375 12/28 12.5625 25125 1750 -15 1735 7% Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold ACMR 12/10 ron 10000 5.2500 52500 5.8750 58750 6250 -15 6235 12% AOL 12/16 larry 500 96.7500 48375 157.2500 78625 30250 -15 30235 63% ASHW 12/9 sue 4000 5.1250 20500 4.4688 17875 -2625 -15 -2640 -13% ASHW 12/18 ron 10000 4.3750 43750 4.4688 44688 938 -15 923 2% CBS 8/14 larry 900 28.1250 25313 30.9375 27844 2531 -15 2516 10% CD 11/20 larry 2000 15.0000 30000 19.0000 38000 8000 -15 7985 27% CMOS 12/21 dan 2500 17.5625 43906 16.9375 42344 -1563 -15 -1578 -4% CMOS 12/22 dan 1500 16.3750 24563 16.9375 25406 844 -15 829 3% CPQ 12/11 larry 1500 40.6250 60938 42.4375 63656 2719 -15 2704 4% CPU 12/11 dan 3000 12.9375 38813 12.3750 37125 -1688 -15 -1703 -4% CYCH 12/3 larry 2000 14.6875 29375 17.3750 34750 5375 -15 5360 18% HYPT 12/11 larry 3000 12.3750 37125 11.0000 33000 -4125 -15 -4140 -11% NTN 12/22 sue 10000 0.5625 5625 0.6250 6250 625 -15 610 11% PAP 12/10 sue 2000 8.3750 16750 6.9375 13875 -2875 -15 -2890 -17% TECD 12/23 sue 1000 34.8750 34875 36.7500 36750 1875 -15 1860 5% TWX 12/16 larry 1000 53.8750 53875 60.4375 60438 6563 -15 6548 12% UMG 11/12 larry 1000 37.6250 37625 46.3125 46313 8688 -15 8673 23% VLSI 12/21 dan 3000 11.6875 35063 10.9375 32813 -2250 -15 -2265 -6% VLSI 12/22 dan 2000 11.1875 22375 10.9375 21875 -500 -15 -515 -2% WHX 12/10 ron 3000 10.3750 31125 10.5000 31500 375 -15 360 1% * * * * * 692469 751876 59407 -300 59107 9% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 267414 Less Holdings at Cost 692469 Equals Cash Balance 74945 Plus Holdings At Present Price 751576 Equals Total Portfolio Balance 826521 Portfolio Change YTD 326521 65.30%

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