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

To: Ron McKinnon who wrote (4810)	7/5/2000 9:20:50 AM
From: DanZ	Read Replies (3) \| Respond to of 11568

Status 7/3. Sue: Nice trade on KANA. John: I'm fairly certain that this is up to date if you want to use it to update the portfolio on SI. I think that you need to add AMES and CLEC, and delete CMGI and MSFT. Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ % Close Close G/L G/L Days Port $ $ % Held ABIZ 6/26 ron 500 24 3/8 12188 0.8% 23.000 11500 -688 -6% 9 ABIZ 6/29 ron 500 21 3/4 10875 0.8% 23.000 11500 625 6% 6 AMES 6/30 ron 5000 7 3/4 38750 2.7% 7.875 39375 625 2% 5 ATHM 6/14 larry 4000 19.000 76000 5.5% 20.375 81500 5500 7% 21 CEGE 6/23 kelvin 2000 27.625 55250 3.7% 27.438 54875 -375 -1% 12 CLEC 6/29 sue 1000 15.125 15125 1.1% 16.625 16625 1500 10% 6 CRN 6/15 paul z 5000 6.938 34688 2.6% 7.563 37813 3125 9% 20 ECLP 6/13 dan 5000 6.625 33125 2.6% 7.688 38438 5313 16% 22 FNM 6/29 ron 500 54.063 27031 1.8% 53.563 26781 -250 -1% 6 FNM 6/30 ron 500 51.375 25688 1.8% 53.563 26781 1094 4% 5 GUMM var dan 10000 13.678 136775 9.2% 13.625 136250 -525 0% HON 6/26 paul z 1000 34.438 34438 2.3% 34.375 34375 -63 0% 9 INCY 2/10 john s 100 170.000 17000 0.6% 85.750 8575 -8425 -50% 145 INTV 4/19 dan 2000 16.500 33000 0.8% 6.188 12375 -20625 -63% 76 INTV 5/17 dan 2000 15.063 30125 0.8% 6.188 12375 -17750 -59% 48 INTV 6/6 dan 2000 14.000 28000 0.8% 6.188 12375 -15625 -56% 29 INTV 6/7 dan 5000 6.875 34375 2.1% 6.188 30938 -3438 -10% 28 ISLD 6/21 kelvin 1000 43.125 43125 3.8% 56.500 56500 13375 31% 14 LMG.A 5/12 larry 3000 22.031 66094 5.1% 25.125 75375 9281 14% 53 MLNM var john s 400 121.250 48500 3.2% 120.250 48100 -400 -1% NOPT 6/22 larry 1000 53.250 53250 4.5% 66.250 66250 13000 24% 13 NTAP 6/22 kelvin 1000 86.625 86625 5.6% 82.813 82813 -3813 -4% 13 NXTL 6/28 kelvin 500 61.500 30750 2.0% 59.188 29594 -1156 -4% 7 OXHP 5/31 larry 3000 19.813 59438 4.7% 23.375 70125 10688 18% 35 PUMA 6/26 kelvin 1000 27.625 27625 1.8% 25.938 25938 -1688 -6% 9 PUMA 6/30 kelvin 1000 25.625 25625 1.8% 25.938 25938 313 1% 5 SBAS 6/6 kelvin 5000 5.750 28750 3.4% 10.188 50938 22188 77% 29 SHLL 1/14 rick 15000 2.250 33750 1.2% 1.188 17813 -15938 -47% 171 SNDK 6/28 paul m 500 57.000 28500 2.0% 58.500 29250 750 3% 7 SONE 7/3 sue 1000 21.750 21750 1.5% 22.438 22438 688 3% 2 SRV 5/22 bill 6000 3.250 19500 1.4% 3.500 21000 1500 8% 43 TRAC 5/11 sue 5000 1.813 9063 0.5% 1.375 6875 -2188 -24% 54 VERT 5/18 sue 1000 42.250 42250 2.4% 36.188 36188 -6063 -14% 47 VERT 6/29 sue 1000 36.875 36875 2.4% 36.188 36188 -688 -2% 6 WSTL 6/29 paul m 1000 14.875 14875 1.0% 15.313 15313 438 3% 6 * * * * * 1318775 88.4% 1309081 -9694 -1% 29.1 Portfolio Summary Beg Balance 1/1/00 1319059 Plus Gains Realized 172300 Less Holdings at Cost 1318775 Equals Cash Balance 172584 11.6% Plus Holdings At Close 1309081 Portfolio Balance 1481665 Portfolio Change YTD 12.33% Beg Balance 1/1/99 500000 Change since 1/1/99 196.33% YTD Change in Market Indices** DJIA -8.15% Nasdaq -1.90% S&P 500 0.00% Russell 2000 +3.82%