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

To: pz who wrote (3884)	1/7/2000 6:51:00 AM
From: Ron McKinnon	Read Replies (2) \| Respond to of 11568

status 1/6 we have some cash but are still 80% invested long maybe a good time to review any "dead" holdings with an eye to having more buying power in the event of a market drop? closed FNM 1/4 ron 500 56.500 28250 1/6 60.000 30000 1750 6% GDYS 1/5 ron 5000 5.250 26250 1/6 5.188 25938 -313 -1% KNOT 12/20+31 ron 5000 9.188 45938 1/6 11.938 59688 13750 30% NBTY 1/3 dan 2000 10.875 21750 1/6 11.375 22750 1000 5% Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L % Sold ABIZ 11/12 larry 1500 36.000 54000 50.250 75375 21375 40% ANDB 1/5 ron 1000 25.875 25875 26.438 26438 563 2% CD 12/1 larry 4000 17.000 68000 23.188 92750 24750 36% CMGI 1/5 larry 300 252.000 75600 250.250 75075 -525 -1% CRN 1/6 paul z 4000 7.500 30000 7.563 30250 250 1% FBF 1/5 ron 500 31.625 15813 32.313 16156 344 2% FMO var paulm 1000 25.094 25094 19.125 19125 -5969 -24% FNV 1/5 ron 500 33.125 16563 34.000 17000 438 3% GUMM var dan 10000 13.678 136775 17.750 177500 40725 30% HAS 11/17 paulm 500 23.188 11594 16.000 8000 -3594 -31% INPR 1/5 john s 2000 14.000 28000 13.375 26750 -1250 -4% MAT 11/26 dan 8000 13.719 109752 13.063 104500 -5252 -5% MRK 12/22 larry 1000 67.625 67625 68.375 68375 750 1% NEON 12/22 sue 1000 49.750 49750 55.750 55750 6000 12% NOVL 1/3 larry 2000 40.000 80000 33.000 66000 -14000 -18% PHBK 1/5 ron 2000 14.000 28000 14.000 28000 0 0% PIR 8/5 dan 5000 6.250 31250 6.938 34688 3438 11% RBK 11/16 dan 5000 8.625 43125 8.125 40625 -2500 -6% REFR 1/6 sue 1000 17.438 17438 17.250 17250 -188 -1% SMRA 12/22 sue 2000 14.250 28500 13.563 27125 -1375 -5% TIE 11/30 dan 5000 5.375 26875 4.750 23750 -3125 -12% TTP 1/5 crow 1000 15.750 15750 15.625 15625 -125 -1% ZANY var paul m 2000 10.563 21125 8.813 17625 -3500 -17% * * * * * 1006502 1063731 57229 6% Portfolio Summary** Beg Bal 1/1 1319059 Plus Gains Realized 1625 Less Holdings at Cost 1006502 Equals Cash Balance 314182 Plus Holdings At Present Price 1063731 Equals Total Portfolio Balance 1377913 Portfolio Change YTD 4.46% Beg Bal 1/1/99 500000 Change since 1/1/99 175.58%