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: John Solder who wrote (5405)	10/5/2000 7:09:19 PM
From: DanZ	Read Replies (1) \| Respond to of 11568

Status 10/05. Z PORTFOLIO Stock Date Sponsor # Cost Cost $ % Close Close G/L G/L Days Day's Bought Shares Port $ $ % Held Change ALLR 9/18 chrtser 1000 10.875 10875 0.5% 7.031 7031 -3844 -35% 17 -0.313 AMES 7/26 ron 5000 6.235 31175 1.7% 4.875 24375 -6800 -22% 69 -0.938 AMES 9/21 ron 5000 6.125 30625 1.7% 4.875 24375 -6250 -20% 14 -0.938 AMES 9/22 ron 5000 5.688 28438 1.7% 4.875 24375 -4063 -14% 13 -0.938 ANAD 7/19 kelvin 1000 40.125 40125 1.3% 19.125 19125 -21000 -52% 76 -1.813 ANAD 9/15 kelvin 1000 24.563 24563 1.3% 19.125 19125 -5438 -22% 20 -1.813 ANAD 9/26 sue 2000 21.250 42500 2.7% 19.125 38250 -4250 -10% 9 -1.813 AVX 9/21 paul m 1000 28.750 28750 1.9% 26.500 26500 -2250 -8% 14 -1.313 AVX 10/2 paul m 1000 25.125 25125 1.9% 26.500 26500 1375 5% 3 -1.313 BVSN 9/5 sue 2000 37.813 75625 2.8% 20.063 40125 -35500 -47% 30 -1.313 CD 9/28 larry 4000 11.125 44500 2.9% 10.438 41750 -2750 -6% 7 0.063 CELL 7/17 kelvin 5000 9.000 45000 1.8% 5.188 25938 -19063 -42% 78 -0.063 CELL 8/16 kelvin 3000 5.000 15000 1.1% 5.188 15563 563 4% 49 -0.063 CMTN 9/28 ron 500 38.000 19000 1.1% 32.875 16438 -2563 -13% 7 -2.875 DELL 9/13 paul z 1000 37.250 37250 1.8% 25.188 25188 -12063 -32% 22 -3.000 FJ 8/23 chrtser 800 32.000 25600 1.8% 31.875 25500 -100 0% 42 0.250 FNV 7/27 ron 2000 10.500 21000 0.9% 6.125 12250 -8750 -42% 68 -0.188 FNV 8/15 ron 2000 9.188 18375 0.9% 6.125 12250 -6125 -33% 50 -0.188 FNV 8/16 ron 2000 8.000 16000 0.9% 6.125 12250 -3750 -23% 49 -0.188 FNV 8/24 ron 2000 6.500 13000 0.9% 6.125 12250 -750 -6% 41 -0.188 GUMM var dan 10000 13.678 136775 10.7% 15.250 152500 15725 11% 0.688 IFMX 9/22 dan 8000 4.375 35000 2.1% 3.781 30250 -4750 -14% 13 -0.031 INCY 2/10 john s 200 85.000 17000 0.6% 40.000 8000 -9000 -53% 235 2.125 INTV 4/19 dan 2000 16.500 33000 1.5% 10.688 21375 -11625 -35% 166 0.125 INTV 9/22 dan 2000 10.500 21000 1.5% 10.688 21375 375 2% 13 0.125 ISSI 9/26 kelvin 2000 19.375 38750 2.2% 15.625 31250 -7500 -19% 9 -1.688 KEY 9/27 larry 2000 25.188 50375 3.5% 25.375 50750 375 1% 8 -0.563 LIT 9/6 chrtser 500 41.625 20813 1.6% 44.875 22438 1625 8% 29 -0.625 LMG.A 5/12 larry 3000 22.031 66094 3.8% 18.063 54188 -11906 -18% 143 -0.250 LUMT 9/11 chrtser 1000 7.125 7125 0.2% 2.750 2750 -4375 -61% 24 -0.250 MLNM var john s 400 121.250 48500 1.8% 64.938 25975 -22525 -46% -2.563 MRVC 9/8 kelvin 500 63.125 31563 1.7% 49.250 24625 -6938 -22% 27 4.438 MSFT 9/26 paul z 500 61.875 30938 1.9% 55.375 27688 -3250 -11% 9 -0.063 MUEI 9/22 dan 2000 11.375 22750 1.2% 8.281 16563 -6188 -27% 13 -0.344 MUEI 9/27 dan 2000 10.000 20000 1.2% 8.281 16563 -3438 -17% 8 -0.344 MUEI 10/5 dan 4000 8.250 33000 2.3% 8.281 33125 125 0% 0 -0.344 NEON 7/13 john s 1000 36.000 36000 1.4% 19.500 19500 -16500 -46% 82 -1.000 NEON 9/22 paul m 1000 25.250 25250 1.4% 19.500 19500 -5750 -23% 13 -1.000 NEON 10/3 john s 1000 18.000 18000 1.4% 19.500 19500 1500 8% 2 -1.000 PMS 8/23 chrtser 2000 13.000 26000 1.9% 13.375 26750 750 3% 42 0.063 PUMA 6/26 kelvin 1000 27.625 27625 1.2% 17.000 17000 -10625 -38% 99 -1.688 PUMA 6/30 kelvin 1000 25.625 25625 1.2% 17.000 17000 -8625 -34% 95 -1.688 QLGC 9/29 paul m 200 88.625 17725 1.1% 75.625 15125 -2600 -15% 6 -5.125 QLGC 10/5 paul m 200 75.000 15000 1.1% 75.625 15125 125 1% 0 -5.125 RMDY 7/28 ron 2000 20.500 41000 2.3% 16.750 33500 -7500 -18% 67 -0.500 RMDY 10/3 ron 1000 16.375 16375 1.2% 16.750 16750 375 2% 2 -0.500 SAPE 10/5 chrtser 500 34.750 17375 1.2% 34.500 17250 -125 -1% 0 -2.125 SBC 9/8 chrtser 500 43.750 21875 1.9% 53.563 26781 4906 22% 27 1.813 SHLL 1/14 rick 15000 2.250 33750 1.0% 1.000 15000 -18750 -56% 261 -0.125 SKS 9/28 ron 4000 9.250 37000 2.8% 10.063 40250 3250 9% 7 0.438 SMTC 8/25 kelvin 1000 54.719 54719 3.0% 42.313 42313 -12406 -23% 40 0.938 SRV 5/22 bill 6000 3.250 19500 1.0% 2.438 14625 -4875 -25% 133 0.000 SRV 7/14 bill 6000 2.875 17250 1.0% 2.438 14625 -2625 -15% 81 0.000 SRV 9/13 bill 6000 2.500 15000 1.0% 2.438 14625 -375 -3% 22 0.000 SSTI 10/3 ron 1000 24.125 24125 1.6% 23.000 23000 -1125 -5% 2 -1.047 TNO 10/2 john s 500 38.000 19000 1.3% 37.000 18500 -500 -3% 3 -0.875 TRAC 5/11 sue 5000 1.813 9063 0.4% 1.094 5469 -3594 -40% 144 -0.063 * * * * * 1722463 99.2% 1420756 -301706 -18% 45.5 Portfolio Summary Beg Balance 1/1/00 1319059 Plus Gains Realized 414312 Less Holdings at Cost 1722463 Equals Cash Balance 10909 0.8% Plus Holdings At Close 1420756 Portfolio Balance 1431665 Portfolio Change YTD 8.54% Beg Balance 1/1/99 500000 Change since 1/1/99 186.33% YTD Change in Market Indices** DJIA -6.72% Nasdaq -14.68% S&P 500 -2.24% Russell 2000 -0.41%