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

To: Paul Moerman who wrote (5935)	1/22/2001 11:53:14 PM
From: DanZ	Read Replies (1) \| Respond to of 11568

Status 01/22. 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 4.5% 62.750 62750 8000 15% 26 -2.813 AOL 12/8 larry 1300 34.800 45240 5.0% 53.840 69992 24752 55% 44 0.040 AVX 9/21 paul m 1000 16.375 16375 1.5% 20.563 20563 4188 26% 121 -0.813 BA 1/22 paul m 500 56.125 28063 2.0% 56.000 28000 -63 0% 0 0.313 CREE 1/12 kelvin 1000 33.000 33000 2.4% 33.500 33500 500 2% 10 -0.813 DNA 1/18 paul m 500 61.375 30688 2.0% 54.438 27219 -3469 -11% 4 1.438 DNA 1/19 paul m 500 54.000 27000 2.0% 54.438 27219 219 1% 3 1.438 ERICY 1/22 dan 3000 12.063 36188 2.6% 12.063 36188 0 0% 0 -0.375 GLW 11/7 larry 1000 52.810 52810 4.9% 67.625 67625 14815 28% 75 -1.500 GUMM var dan 10000 6.750 67500 6.5% 9.125 91250 23750 35% -0.375 IFMX 9/22 dan 8000 2.969 23750 2.9% 5.094 40750 17000 72% 120 0.063 INCY 2/10 john s 200 24.875 4975 0.4% 27.375 5475 500 10% 342 1.563 INCY 11/2 john s 500 24.875 12438 1.0% 27.375 13688 1250 10% 80 1.563 INSP 1/19 sue 2000 9.406 18813 1.0% 7.031 14063 -4750 -25% 3 -1.875 INSP 1/22 sue 2000 8.000 16000 1.0% 7.031 14063 -1938 -12% 0 -1.875 INTV 9/22 dan 2000 7.250 14500 1.4% 9.875 19750 5250 36% 120 -0.250 ISSI 12/26 kelvin 3000 14.375 43125 4.0% 18.500 55500 12375 29% 26 0.500 KANA 1/19 sue 2000 7.875 15750 1.1% 7.438 14875 -875 -6% 3 -0.438 MUEI 9/22 dan 2000 3.906 7813 0.7% 4.781 9563 1750 22% 120 0.063 MUEI 9/27 dan 2000 3.906 7813 0.7% 4.781 9563 1750 22% 115 0.063 MUEI 10/5 dan 4000 3.906 15625 1.4% 4.781 19125 3500 22% 107 0.063 NEON 7/13 john s 1000 5.875 5875 0.4% 5.000 5000 -875 -15% 189 0.000 NEON 10/3 john s 1000 5.875 5875 0.4% 5.000 5000 -875 -15% 109 0.000 NEON 9/22 paul m 1000 5.875 5875 0.4% 5.000 5000 -875 -15% 120 0.000 NITE 12/27 ron 500 13.938 6969 0.7% 19.875 9938 2969 43% 25 0.125 NTAP 1/5 kelvin 1000 57.000 57000 4.8% 66.875 66875 9875 17% 17 -0.438 ODP 1/16 ed 4000 8.688 34750 2.6% 8.938 35750 1000 3% 6 0.063 SBAS 1/19 kelvin 10000 4.000 40000 2.7% 3.813 38125 -1875 -5% 3 -0.219 SEBL 11/8 john s 500 67.625 33813 2.8% 77.625 38813 5000 15% 74 0.297 SMTC 1/5 kelvin 1000 24.250 24250 2.0% 28.563 28563 4313 18% 17 -0.188 SNDK 1/17 kelvin 1000 40.000 40000 3.0% 41.250 41250 1250 3% 5 -0.750 SRV 5/22 bill 6000 1.750 10500 1.5% 3.375 20250 9750 93% 240 0.313 SRV 7/14 bill 6000 1.750 10500 1.5% 3.375 20250 9750 93% 188 0.313 SRV 9/13 bill 6000 1.750 10500 1.5% 3.375 20250 9750 93% 129 0.313 SSTI 12/21 ron 500 11.813 5906 0.6% 17.063 8531 2625 44% 31 -1.250 STT 12/8 larry 500 124.219 62109 3.6% 100.230 50115 -11994 -19% 44 1.730 VERT 1/17 sue 2000 6.313 12625 0.8% 5.813 11625 -1000 -8% 5 -0.313 * * * * * 938759 77.9% 1086051 147291 16% 70.0 Portfolio Summary Beg Balance 1/1/2001 1050065 Plus Gains Realized 196725 Less Holdings at Cost 938759 Equals Cash Balance 308030 22.1% Plus Holdings At Close 1086051 Portfolio Balance 1394081 Portfolio Change YTD 32.76% Beg Balance 1/1/1999 500000 Change since 1/1/1999 178.82% Beg Balance 1/1/2000 1319059 Change since 1/1/2000 5.69% YTD Change in Market Indices** DJIA -1.93% Nasdaq 11.63% S&P 500 1.71% Russell 2000 1.37%