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

To: Larry S. who wrote (4955)	7/24/2000 10:26:03 PM
From: DanZ	Read Replies (1) \| Respond to of 11568

Status 7/24. As has been the case for a while, the Russell 2000 is ahead of the DJIA, Nasdaq, and S&P 500. I think that this trend will continue for a while and that selective small and mid cap stocks are the place to be. We are still well ahead of the indices, but gave back a big part of our gains. Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ % Close Close G/L G/L Days Port $ $ % Held ABIZ 6/26 ron 500 24.375 12188 0.6% 17.063 8531 -3656 -30% 28 ABIZ 6/29 ron 500 21.750 10875 0.6% 17.063 8531 -2344 -22% 25 ABIZ 7/24 ron 1000 17.125 17125 1.2% 17.063 17063 -63 0% 0 ACRI 7/17 kelvin 2000 31.250 62500 3.7% 27.500 55000 -7500 -12% 7 AGIL 7/13 kelvin 1000 71.000 71000 4.0% 58.750 58750 -12250 -17% 11 AMES 6/30 ron 5000 7.750 38750 2.8% 8.313 41563 2813 7% 24 ANAD 7/19 kelvin 1000 40.125 40125 1.9% 27.563 27563 -12563 -31% 5 ARIA 7/14 dan 2000 11.688 23375 1.4% 10.063 20125 -3250 -14% 10 CELL 7/17 kelvin 5000 9.000 45000 3.0% 8.750 43750 -1250 -3% 7 CLEC 6/29 sue 1000 15.125 15125 1.0% 14.000 14000 -1125 -7% 25 CRFH 7/19 sue 3000 8.625 25875 1.4% 6.938 20813 -5063 -20% 5 CRN 6/15 paul z 5000 6.938 34688 2.1% 6.250 31250 -3438 -10% 39 GLW 7/24 larry 400 255.063 102025 6.8% 250.000 100000 -2025 -2% 0 GUMM var dan 10000 13.678 136775 8.7% 12.813 128125 -8650 -6% IFMX 7/19 dan 8000 4.438 35500 2.4% 4.438 35500 0 0% 5 INCY 2/10 john s 100 170.000 17000 0.6% 94.938 9494 -7506 -44% 164 INTV 4/19 dan 2000 16.500 33000 1.0% 7.000 14000 -19000 -58% 95 INTV 5/17 dan 2000 15.063 30125 1.0% 7.000 14000 -16125 -54% 67 INTV 6/6 dan 2000 14.000 28000 1.0% 7.000 14000 -14000 -50% 48 INTV 6/7 dan 5000 6.875 34375 2.4% 7.000 35000 625 2% 47 LMG.A 5/12 larry 3000 22.031 66094 4.9% 23.813 71438 5344 8% 72 MLNM var john s 400 121.250 48500 3.2% 116.688 46675 -1825 -4% NEON 7/13 john s 1000 36.000 36000 1.8% 26.875 26875 -9125 -25% 11 NEON 7/17 paul m 1000 33.500 33500 1.8% 26.875 26875 -6625 -20% 7 NEON 7/24 paul m 1000 28.688 28688 1.8% 26.875 26875 -1813 -6% 0 NOPT 6/22 larry 1000 53.250 53250 3.1% 46.000 46000 -7250 -14% 32 ODP 7/18 bill 5000 6.575 32875 2.2% 6.500 32500 -375 -1% 6 PUMA 6/26 kelvin 1000 27.625 27625 1.5% 22.625 22625 -5000 -18% 28 PUMA 6/30 kelvin 1000 25.625 25625 1.5% 22.625 22625 -3000 -12% 24 QCOM 7/18 paul m 500 65.625 32813 2.2% 63.625 31813 -1000 -3% 6 QLGC 7/18 paul m 500 87.375 43688 2.8% 80.750 40375 -3313 -8% 6 SHLL 1/14 rick 15000 2.250 33750 1.6% 1.563 23438 -10313 -31% 190 SNDK 7/18 paul m 500 67.625 33813 2.4% 69.938 34969 1156 3% 6 SNDK 7/21 paul m 500 67.625 33813 2.4% 69.938 34969 1156 3% 3 SRV 5/22 bill 6000 3.250 19500 1.1% 2.688 16125 -3375 -17% 62 SRV 7/14 bill 6000 2.875 17250 1.1% 2.688 16125 -1125 -7% 10 SV 7/24 larry 2000 50.063 100125 6.8% 50.000 100000 -125 0% 0 TRAC 5/11 sue 5000 1.813 9063 0.4% 1.219 6094 -2969 -33% 73 VISX 7/14 sue 1000 29.563 29563 1.6% 23.813 23813 -5750 -19% 10 VPHM 7/14 dan 1000 21.250 21250 1.3% 18.688 18688 -2563 -12% 10 * * * * * 1540206 93.1% 1365950 -174256 -11% 30.7 Portfolio Summary Beg Balance 1/1/00 1319059 Plus Gains Realized 322894 Less Holdings at Cost 1540206 Equals Cash Balance 101747 6.9% Plus Holdings At Close 1365950 Portfolio Balance 1467697 Portfolio Change YTD 11.27% Beg Balance 1/1/99 500000 Change since 1/1/99 193.54% YTD Change in Market Indices** DJIA -7.06% Nasdaq -2.16% S&P 500 -1.07% Russell 2000 +1.88%