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

To: John Solder who wrote (5262)	9/17/2000 9:58:39 AM
From: DanZ	Read Replies (1) \| Respond to of 11568

Status 09/17. I'm going to be out of town again next week, and will try to post the status each night if I can. Here's hoping for a turnaround in the indices, but based on my read of the charts, I think the odds favor further weakness before a rebound. The OEX and DJIA look the weakest, but the Nasdaq will probably give up it's short term support as well. Have a nice week, everyone. Z PORTFOLIO Stock Date Sponsor # Cost Cost $ % Close Close G/L G/L Days Day's Bought Shares Port $ $ % Held Change ABSC 9/1 paul m 500 67.500 33750 1.7% 55.063 27531 -6219 -18% 16 -4.000 ABSC 9/6 paul m 500 60.875 30438 1.7% 55.063 27531 -2906 -10% 11 -4.000 ACRI 7/17 kelvin 2000 31.250 62500 3.5% 28.000 56000 -6500 -10% 60 0.125 AMES 7/26 ron 5000 6.235 31175 2.3% 7.344 36719 5544 18% 51 -0.156 ANAD 7/19 kelvin 1000 40.125 40125 1.5% 24.672 24672 -15453 -39% 58 -5.203 ANAD 9/15 kelvin 1000 24.563 24563 1.5% 24.672 24672 109 0% 2 -5.203 BVSN 9/5 sue 2000 37.813 75625 4.1% 32.813 65625 -10000 -13% 12 -0.250 CELL 7/17 kelvin 5000 9.000 45000 1.6% 5.281 26406 -18594 -41% 60 -0.281 CELL 8/16 kelvin 3000 5.000 15000 1.0% 5.281 15844 844 6% 31 -0.281 CLEC 6/29 sue 1000 15.125 15125 0.7% 10.625 10625 -4500 -30% 78 -0.250 DELL 9/13 paul z 1000 37.250 37250 2.2% 35.750 35750 -1500 -4% 4 -0.875 FJ 8/23 chrtser 800 32.000 25600 1.6% 31.625 25300 -300 -1% 24 -0.313 FNV 7/27 ron 2000 10.500 21000 0.8% 6.063 12125 -8875 -42% 50 0.000 FNV 8/15 ron 2000 9.188 18375 0.8% 6.063 12125 -6250 -34% 32 0.000 FNV 8/16 ron 2000 8.000 16000 0.8% 6.063 12125 -3875 -24% 31 0.000 FNV 8/24 ron 2000 6.500 13000 0.8% 6.063 12125 -875 -7% 23 0.000 GUMM var dan 10000 13.678 136775 8.9% 14.313 143125 6350 5% -0.063 INCY 2/10 john s 200 85.000 17000 0.5% 40.250 8050 -8950 -53% 217 -1.813 INTV 4/19 dan 2000 16.500 33000 1.6% 12.625 25250 -7750 -23% 148 -0.063 LIT 9/6 chrtser 500 41.625 20813 1.4% 44.531 22266 1453 7% 11 0.906 LMG.A 5/12 larry 3000 22.031 66094 3.9% 20.875 62625 -3469 -5% 125 0.375 LUMT 9/11 chrtser 1000 7.125 7125 0.4% 6.500 6500 -625 -9% 6 -0.125 MLNM var john s 400 121.250 48500 3.3% 134.250 53700 5200 11% -2.875 MRVC 9/8 kelvin 500 63.125 31563 1.8% 56.500 28250 -3313 -10% 9 -4.313 NEON 7/13 john s 1000 36.000 36000 1.8% 28.125 28125 -7875 -22% 64 -1.625 NWAC 9/11 larry 2000 30.500 61000 3.5% 28.125 56250 -4750 -8% 6 -0.063 PMS 8/23 chrtser 2000 13.000 26000 1.6% 12.875 25750 -250 -1% 24 -0.375 PUMA 6/26 kelvin 1000 27.625 27625 1.4% 21.875 21875 -5750 -21% 81 -1.438 PUMA 6/30 kelvin 1000 25.625 25625 1.4% 21.875 21875 -3750 -15% 77 -1.438 QCOM 7/18 paul m 500 65.625 32813 2.1% 66.250 33125 313 1% 59 3.625 QLGC 9/15 paul m 300 96.000 28800 1.7% 93.375 28013 -788 -3% 2 -6.875 RAD 8/14 dan 8000 4.500 36000 1.9% 3.813 30500 -5500 -15% 33 -0.063 RMDY 7/28 ron 2000 20.500 41000 2.9% 22.875 45750 4750 12% 49 -1.313 SBC 9/8 chrtser 500 43.750 21875 1.4% 44.250 22125 250 1% 9 -0.625 SHLL 1/14 rick 15000 2.250 33750 1.3% 1.375 20625 -13125 -39% 243 0.125 SMTC 8/25 kelvin 500 109.438 54719 3.1% 100.625 50313 -4406 -8% 22 -6.250 SNDK 9/15 paul m 500 80.500 40250 2.5% 79.875 39938 -313 -1% 2 -2.875 SRV 5/22 bill 6000 3.250 19500 1.0% 2.563 15375 -4125 -21% 115 0.000 SRV 7/14 bill 6000 2.875 17250 1.0% 2.563 15375 -1875 -11% 63 0.000 SRV 9/13 bill 6000 2.500 15000 1.0% 2.563 15375 375 3% 4 0.000 SV 7/24 larry 2000 50.063 100125 6.3% 50.313 100625 500 0% 53 -2.000 TERN 8/1 larry 1000 52.750 52750 2.8% 44.109 44109 -8641 -16% 46 1.609 TRAC 5/11 sue 5000 1.813 9063 0.5% 1.719 8594 -469 -5% 126 -0.188 * * * * * 1544538 87.2% 1398656 -145881 -9% 52.1 Portfolio Summary Beg Balance 1/1/00 1319059 Plus Gains Realized 430287 Less Holdings at Cost 1544538 Equals Cash Balance 204809 12.8% Plus Holdings At Close 1398656 Portfolio Balance 1603465 Portfolio Change YTD 21.56% Beg Balance 1/1/99 500000 Change since 1/1/99 220.69% YTD Change in Market Indices** DJIA -4.96% Nasdaq -5.75% S&P 500 -0.23% Russell 2000 +5.18%