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

To: Paul Moerman who wrote (5945)	1/24/2001 1:18:27 AM
From: DanZ	Read Replies (4) \| Respond to of 11568

Status 01/23. Ron: Thanks for the stats from 1997 and 1998. We have consistently done well. In retrospect, we could have done even better, but nobody is perfect and I don't think anyone should complain about the results....at least not too much. lol I'm a daddy! My wife delivered our baby boy this afternoon. My wife and baby are both doing well. The baby bit the doctor's finger when she was delivering him, so it looks like he got his dad's spunk! lol 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 4.4% 62.750 62750 8000 15% 28 0.000 AOL 12/8 larry 1300 34.800 45240 4.9% 54.150 70395 25155 56% 46 0.310 BA 1/22 paul m 500 56.125 28063 2.0% 57.500 28750 688 2% 2 1.500 CREE 1/12 kelvin 1000 33.000 33000 2.4% 34.313 34313 1313 4% 12 0.813 DNA 1/18 paul m 500 61.375 30688 2.0% 56.500 28250 -2438 -8% 6 2.063 DNA 1/19 paul m 500 54.000 27000 2.0% 56.500 28250 1250 5% 5 2.063 ERICY 1/22 dan 3000 12.063 36188 2.5% 12.063 36188 0 0% 2 0.000 GNSS 1/23 larry 3000 14.188 42563 3.3% 15.875 47625 5063 12% 1 1.875 GUMM var dan 10000 6.750 67500 6.3% 8.938 89375 21875 32% -0.188 IFMX 9/22 dan 8000 2.969 23750 3.1% 5.563 44500 20750 87% 122 0.469 INCY 2/10 john s 200 24.875 4975 0.4% 29.063 5813 838 17% 344 1.688 INCY 11/2 john s 500 24.875 12438 1.0% 29.063 14531 2094 17% 82 1.688 INSP 1/19 sue 2000 9.406 18813 0.8% 6.000 12000 -6813 -36% 5 -1.031 INSP 1/22 sue 2000 8.000 16000 0.8% 6.000 12000 -4000 -25% 2 -1.031 INSP 1/23 sue 2000 6.000 12000 0.8% 6.000 12000 0 0% 1 -1.031 INTV 9/22 dan 2000 7.250 14500 1.4% 10.188 20375 5875 41% 122 0.313 ISSI 12/26 kelvin 3000 14.375 43125 4.2% 19.938 59813 16688 39% 28 1.438 KANA 1/19 sue 2000 7.875 15750 1.2% 8.625 17250 1500 10% 5 1.188 LUV 1/23 larry 2000 29.650 59300 4.1% 29.350 58700 -600 -1% 1 0.920 MUEI 9/22 dan 2000 3.906 7813 0.7% 4.750 9500 1688 22% 122 -0.031 MUEI 9/27 dan 2000 3.906 7813 0.7% 4.750 9500 1688 22% 117 -0.031 MUEI 10/5 dan 4000 3.906 15625 1.3% 4.750 19000 3375 22% 109 -0.031 NEON 7/13 john s 1000 5.875 5875 0.3% 4.688 4688 -1188 -20% 191 -0.313 NEON 10/3 john s 1000 5.875 5875 0.3% 4.688 4688 -1188 -20% 111 -0.313 NEON 9/22 paul m 1000 5.875 5875 0.3% 4.688 4688 -1188 -20% 122 -0.313 NTAP 1/5 kelvin 1000 57.000 57000 5.1% 73.563 73563 16563 29% 19 6.688 ODP 1/16 ed 4000 8.688 34750 2.5% 8.875 35500 750 2% 8 -0.063 SBAS 1/19 kelvin 10000 4.000 40000 2.7% 3.844 38438 -1563 -4% 5 0.031 SEBL 11/8 john s 500 67.625 33813 2.7% 78.484 39242 5430 16% 76 0.859 SMTC 1/5 kelvin 1000 24.250 24250 2.1% 29.438 29438 5188 21% 19 0.875 SNDK 1/17 kelvin 1000 40.000 40000 3.1% 44.875 44875 4875 12% 7 3.625 SRV 5/22 bill 6000 1.750 10500 1.5% 3.625 21750 11250 107% 242 0.250 SRV 7/14 bill 6000 1.750 10500 1.5% 3.625 21750 11250 107% 190 0.250 SRV 9/13 bill 6000 1.750 10500 1.5% 3.625 21750 11250 107% 131 0.250 SSTI 12/21 ron 500 11.813 5906 0.6% 17.438 8719 2813 48% 33 0.375 STT 12/8 larry 500 124.219 62109 3.7% 105.390 52695 -9414 -15% 46 5.160 VERT 1/17 sue 2000 6.313 12625 0.9% 6.141 12281 -344 -3% 7 0.328 * * * * * 976468 79.4% 1134938 158470 16% 65.8 Portfolio Summary Beg Balance 1/1/2001 1050065 Plus Gains Realized 220540 Less Holdings at Cost 976468 Equals Cash Balance 294136 20.6% Plus Holdings At Close 1134938 Portfolio Balance 1429075 Portfolio Change YTD 36.09% Beg Balance 1/1/1999 500000 Change since 1/1/1999 185.81% Beg Balance 1/1/2000 1319059 Change since 1/1/2000 8.34% YTD Change in Market Indices** DJIA -1.27% Nasdaq 14.97% S&P 500 3.04% Russell 2000 3.83%