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Strategies & Market Trends : Z PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?

To: Ron McKinnon who wrote (2953)	7/21/1999 7:47:00 AM
From: Ron McKinnon	Read Replies (3) \| Respond to of 11568

status 7/20 we only have 188k cash available if we have a market drop more would be good for new lower entries plus it would be helpful to reduce the number of positions from the present 25 so if there are some "dead" stocks maybe we can prune a tad closed WCOM 7/8 larry 1000 88.0000 88000 7/19 89.5000 89500 1500 3 1503 2% Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold ADM 7/16 larry 4000 14.500 58000 14.250 57000 -1000 -15 -1015 -2% ANCR 7/1 ron -500 35.625 -17813 29.875 -14938 2875 -15 2860 16% CURE 4/8+12 dan 8000 6.6250 53000 5.7500 46000 -7000 -15 -7015 -13% CUST 6/29 ron -500 52.000 -26000 45.000 -22500 3500 -15 3485 13% CUST 7/19 ron -500 47.125 -23563 45.000 -22500 1063 -15 1048 4% CUST 7/14 ron -500 46.250 -23125 45.000 -22500 625 -15 610 -3% DIR 7/1+2 sue 500 27.8125 13906 26.7500 13375 -531 -15 -546 -4% ECLP 7/16 dan 1500 29.2500 43875 22.8750 34313 -9563 -15 -9578 -22% ECLP 7/20 dan 1500 22.5000 33750 22.8750 34313 563 -15 548 2% F 7/14 sue 500 54.0625 27031 53.2500 26625 -406 -15 -421 -2% GMGC 6/25 dan 8000 3.7813 30250 3.5625 28500 -1750 -15 -1765 -6% GUMM var dan 6000 11.1980 67188 12.0000 72000 4812 -45 4767 7% HAUP 7/20 ron -1000 34.2500 -34250 31.6250 -31625 2625 -15 2610 8% HSAC 7/12 larry 1000 40.2500 40250 38.6250 38625 -1625 -15 -1640 -4% HYPT 7/1 larry 3000 18.0625 54188 20.0000 60000 5813 -15 5798 11% IATV 5/26 dan 1500 12.7500 19125 12.5625 18844 -281 -15 -296 -2% IINT 5/25 dan 5000 4.0000 20000 4.2500 21250 1250 -15 1235 6% LUV 5/21 larry 3000 20.0000 60000 20.3750 61125 1125 -15 1110 2% MCOM 7/14 ron -500 43.0000 -21500 35.5000 -17750 3750 -15 3735 18% MIR 7/8 sue 1000 15.2500 15250 14.6250 14625 -625 -15 -640 -4% MSFT 6/9 larry 1000 82.2500 82250 93.2500 93250 11000 -15 10985 13% NEON 6/16 sue 500 37.2500 18625 16.5000 8250 -10375 -15 -10390 -56% NEON 7/7 sue 2000 18.9375 37875 16.5000 33000 -4875 -15 -4890 -13% QWST 7/19 larry 1000 36.0000 36000 32.6875 32688 -3313 -15 -3328 -9% RAD 7/12 larry 3000 22.9375 68813 22.0000 66000 -2813 -15 -2828 -4% TWX 4/19 larry 600 64.3750 38625 75.1250 45075 6450 -15 6435 17% * * * * * 671751 673044 1293 -420 873 0% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 493291 Less Holdings at Cost 671751 Equals Cash Balance 321541 Plus Holdings At Present Price 673044 Equals Total Portfolio Balance 994585 Portfolio Change YTD 98.92%