Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 -- Ignore unavailable to you. Want to Upgrade?

To: Paul Moerman who wrote (3605)	11/4/1999 5:55:00 PM
From: Ron McKinnon	Read Replies (2) \| Respond to of 11568

11/4 cash = 83k closed DIS 10/1 dan 2000 25.563 51125 11/4 28.000 56000 4875 -15 4860 10% Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold ANF 10/11 dan 1500 32.750 49125 25.188 37781 -11344 -15 -11359 -23% ATHM 11/1 sue 1000 38.938 38938 38.469 38469 -469 -15 -484 -1% AVI 11/1 ron 2000 18.250 36500 19.063 38125 1625 -15 1610 4% BFRE 11/3 sue 2000 30.000 60000 29.688 59375 -625 -15 -640 -1% CLE 11/2 paul m 1000 18.938 18938 20.938 20938 2000 -15 1985 10% FMO 10/13 paulm 500 27.250 13625 23.938 11969 -1656 -15 -1671 -12% GUMM var dan 6000 11.198 67188 18.000 108000 40812 -15 40797 61% HSAC 10/29 larry 2000 25.000 50000 24.625 49250 -750 -15 -765 -2% INTU 10/11 larry 2000 28.446 56891 30.250 60500 3609 -30 3579 6% KSWS 10/15 ron 5000 15.500 77500 11.938 59688 -17813 -15 -17828 -23% KSWS 10/15 ron 5000 14.000 70000 11.938 59690 -10310 -15 -10325 -15% KSWS var ron 6000 12.750 76500 11.938 71628 -4872 -45 -4917 -6% KSWS 11/4 ron 2000 10.875 21750 11.938 23876 2126 -15 2111 10% MAT 10/8 dan 3000 11.938 35813 13.688 41063 5250 -15 5235 15% MUEI var dan 6000 10.500 63000 10.688 64125 1125 -30 1095 2% PETM 9/14 rick 10000 4.625 46250 4.000 40000 -6250 -30 -6280 -14% PIR 8/5 dan 5000 6.250 31250 6.250 31250 0 -15 -15 0% PTEK 10/14 sue 4000 6.000 24000 4.813 19250 -4750 -15 -4765 -20% RAD 10/28 larry 5000 9.000 45000 8.375 41875 -3125 -15 -3140 -7% VLNC 10/27 paulm 2000 4.500 9000 5.813 11625 2625 -15 2610 29% VOYN 10/29 sue 1000 7.375 7375 7.250 7250 -125 -15 -140 -2% VUSA 10/29 sue 3000 12.875 38625 12.750 38250 -375 -15 -390 -1% WHC 9/2 paul z 2000 13.500 27000 12.625 25250 -1750 -15 -1765 -7% ZANY 10/29 paul m 1000 12.125 12125 10.875 10875 -1250 -15 -1265 -10% ZIXI 11/3 ron -500 45.000 -22500 46.125 -23063 -563 -15 -578 -3% ZIXI 10/29 ron -500 41.000 -20500 46.125 -23063 -2563 -15 -2578 -13% * * * * * 933392 923975 -9417 -465 -9882 -1% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 562463 Less Holdings at Cost 933392 Equals Cash Balance 129071 Plus Holdings At Present Price 923975 Equals Total Portfolio Balance 1053046 Portfolio Change YTD 110.61%