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

To: Susan Saline who wrote (5925)	1/19/2001 7:47:05 PM
From: DanZ	Read Replies (1) \| Respond to of 11568

Status 01/19. Z PORTFOLIO 2001 Stock Date Sponsor # Cost Cost $ % Close Close G/L G/L Days Day's Bought Shares Port $ $ % Held Change A 12/26 kelvin 1000 54.750 54750 4.7% 65.563 65563 10813 20% 23 -2.000 AOL 12/8 larry 1300 34.800 45240 5.0% 53.800 69940 24700 55% 41 4.030 AVX 9/21 paul m 1000 16.375 16375 1.5% 21.375 21375 5000 31% 118 -1.625 CREE 1/12 kelvin 1000 33.000 33000 2.4% 34.313 34313 1313 4% 7 1.063 DNA 1/18 paul m 500 61.375 30688 1.9% 53.000 26500 -4188 -14% 1 -7.688 DNA 1/19 paul m 500 54.000 27000 1.9% 53.000 26500 -500 -2% 0 -7.688 GLW 11/7 larry 1000 52.810 52810 4.9% 69.125 69125 16315 31% 72 0.250 GUMM var dan 10000 6.750 67500 6.8% 9.500 95000 27500 41% -0.125 IFMX 9/22 dan 8000 2.969 23750 2.9% 5.031 40250 16500 69% 117 0.000 INCY 2/10 john s 200 24.875 4975 0.4% 25.813 5163 188 4% 339 -0.563 INCY 11/2 john s 500 24.875 12438 0.9% 25.813 12906 469 4% 77 -0.563 INSP 1/19 sue 2000 9.406 18813 1.3% 8.906 17813 -1000 -5% 0 0.219 INTV 9/22 dan 2000 7.250 14500 1.4% 10.125 20250 5750 40% 117 0.563 ISSI 12/26 kelvin 3000 14.375 43125 3.8% 18.000 54000 10875 25% 23 -0.125 KANA 1/19 sue 2000 7.875 15750 1.1% 7.875 15750 0 0% 0 -1.500 MUEI 9/22 dan 2000 3.906 7813 0.7% 4.719 9438 1625 21% 117 0.031 MUEI 9/27 dan 2000 3.906 7813 0.7% 4.719 9438 1625 21% 112 0.031 MUEI 10/5 dan 4000 3.906 15625 1.3% 4.719 18875 3250 21% 104 0.031 NEON 7/13 john s 1000 5.875 5875 0.4% 5.000 5000 -875 -15% 186 0.219 NEON 10/3 john s 1000 5.875 5875 0.4% 5.000 5000 -875 -15% 106 0.219 NEON 9/22 paul m 1000 5.875 5875 0.4% 5.000 5000 -875 -15% 117 0.219 NITE 12/27 ron 500 13.938 6969 0.7% 19.750 9875 2906 42% 22 0.000 NTAP 1/5 kelvin 1000 57.000 57000 4.8% 67.313 67313 10313 18% 14 0.000 ODP 1/16 ed 4000 8.688 34750 2.5% 8.875 35500 750 2% 3 -0.250 SBAS 1/19 kelvin 10000 4.000 40000 2.9% 4.031 40313 313 1% 0 0.094 SEBL 11/8 john s 500 67.625 33813 2.8% 77.328 38664 4852 14% 71 0.328 SMTC 1/5 kelvin 1000 24.250 24250 2.0% 28.750 28750 4500 19% 14 -0.984 SNDK 1/17 kelvin 1000 40.000 40000 3.0% 42.000 42000 2000 5% 2 0.875 SRV 5/22 bill 6000 1.750 10500 1.3% 3.063 18375 7875 75% 237 0.000 SRV 7/14 bill 6000 1.750 10500 1.3% 3.063 18375 7875 75% 185 0.000 SRV 9/13 bill 6000 1.750 10500 1.3% 3.063 18375 7875 75% 126 0.000 SSTI 12/21 ron 500 11.813 5906 0.7% 18.313 9156 3250 55% 28 -0.688 STT 12/8 larry 500 124.219 62109 3.5% 98.500 49250 -12859 -21% 41 -4.350 SWY 1/12 paul m 600 51.000 30600 2.3% 53.688 32213 1613 5% 7 0.188 VERT 1/17 sue 2000 6.313 12625 0.9% 6.125 12250 -375 -3% 2 0.125 * * * * * 889109 74.7% 1047604 158495 18% 71.4 Portfolio Summary Beg Balance 1/1/2001 1050065 Plus Gains Realized 194438 Less Holdings at Cost 889109 Equals Cash Balance 355393 25.3% Plus Holdings At Close 1047604 Portfolio Balance 1402997 Portfolio Change YTD 33.61% Beg Balance 1/1/1999 500000 Change since 1/1/1999 180.60% Beg Balance 1/1/2000 1319059 Change since 1/1/2000 6.36% YTD Change in Market Indices** DJIA -1.85% Nasdaq 12.14% S&P 500 1.69% Russell 2000 0.94%