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

To: Kelvin Taylor who wrote (5928)	1/20/2001 3:10:34 PM
From: Ron McKinnon	Read Replies (1) \| Respond to of 11568

Kelvin, your points are well taken clearly, since Jan 1 of this year it looks great but I must say that this has been an "easy" three weeks to make money I would hazard a guess the most people, holding stocks or mutual funds, have seen YTD gains of 10-30% as for the Z portfolio, the difference this year is that the cost basis was adjusted to the price as of 12/31/00 that was not done a year ago as an example of the impact, I took the positions that were bought last year and are still open and looked at them on a FIFO basis those holdings are still down $123,000 or 16% from when they were bought I am not saying that is bad or good, I just want each of us to look at reality then use that look to make buy/sell decisions after all, this Z portfolio exercise, for over three years now, was and still is a way to help each of us do better in the market see next post for details pS I ran this fast, maybe 5 minutes, so there may be some errors in it, but the concept is here

To: Kelvin Taylor who wrote (5928)	1/20/2001 3:11:37 PM
From: Ron McKinnon	Read Replies (1) \| Respond to of 11568

details for post #1529 COST 1/19/00 GAIN/LOSS % A 1000 55 55000 65.563 65563 10563 19 AOL 1300 46 59800 53.8 69940 10140 17 AVX 1000 19.938 19938 21.375 21375 1437 7 GLW 1000 70.5 70500 69.128 69128 -1372 -2 GUMM 10000 13.678 136780 9.5 95000 -41780 -31 IFMX 8000 4.375 35000 5.031 40248 5248 15 INCY 200 85 17000 25.813 5163 -11837 -70 INCY 200 38 7600 25.813 5163 -2437 -32 INTV 2000 10.5 21000 10.125 20250 -750 -4 ISSI 3000 11 33000 18 54000 21000 64 MUEI 2000 11.375 22750 4.719 9438 -13312 -59 MUEI 2000 10 20000 4.719 9438 -10562 -53 MUEI 2000 8.25 16500 4.719 9438 -7062 -43 NEON 1000 36 36000 5 5000 -31000 -86 NEON 1000 18 18000 5 5000 -13000 -72 NEON 1000 25.25 25250 5 5000 -20250 -80 NITE 500 14.813 7407 19.75 9875 2469 33 SEBL 500 100.625 50313 77.328 38664 -11649 -23 SRV 6000 3.25 19500 3.063 18378 -1122 -6 SRV 6000 2.875 17250 3.063 18378 1128 65 SRV 6000 2.5 15000 3.063 18378 3378 23 SSTI 500 9.125 4563 18.313 9157 4594 101 STT 500 132 66000 98.5 49250 -16750 -25 774150 651223 -122927 -16