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: Paul Moerman who wrote (6187)	3/6/2001 10:16:24 PM
From: DanZ	Read Replies (2) \| Respond to of 11568

Status 03/06. Z PORTFOLIO 2001 Stock Date Sponsor # Cost Cost $ % Close Close G/L G/L Days Day's Bought Shares Port $ $ % Held Change ADBE 1/31 paul m 1000 45.000 45000 2.3% 28.500 28500 -16500 -37% 36 1.438 APCC 2/1 paul m 2000 15.000 30000 2.2% 13.625 27250 -2750 -9% 35 0.625 AYE 2/16 bill 1000 46.500 46500 3.8% 47.000 47000 500 1% 20 -0.010 BLUE 2/20 sue 2000 6.867 13733 0.7% 4.406 8813 -4921 -36% 16 0.375 BLUE 2/27 sue 2000 5.500 11000 0.7% 4.406 8813 -2188 -20% 9 0.375 CPST 3/6 larry 2000 29.000 58000 4.6% 28.313 56625 -1375 -2% 0 0.563 CSCO 2/7 dan 1200 32.250 38700 2.3% 24.000 28800 -9900 -26% 29 0.922 DNA 2/21 paul m 500 54.063 27031 2.1% 51.300 25650 -1381 -5% 15 0.250 EMLX 2/14 ron 200 36.625 7325 0.5% 29.875 5975 -1350 -18% 22 2.500 EMLX 2/21 ron 300 31.250 9375 0.7% 29.875 8963 -413 -4% 15 2.500 ERICY 1/22 dan 3000 12.063 36188 2.2% 9.188 27563 -8625 -24% 44 0.188 ERICY 2/7 dan 3000 10.938 32813 2.2% 9.188 27563 -5250 -16% 29 0.188 FWC 3/2 larry 4000 14.400 57600 5.4% 16.600 66400 8800 15% 4 -0.050 GLW 2/20 ron 500 32.250 16125 1.3% 31.000 15500 -625 -4% 16 1.450 GUMM var dan 10000 6.750 67500 7.1% 8.750 87500 20000 30% 0.438 INCY 2/10 john s 200 24.875 4975 0.3% 17.188 3438 -1538 -31% 386 0.125 INCY 11/2 john s 500 24.875 12438 0.7% 17.188 8594 -3844 -31% 124 0.125 INTV 9/22 dan 2000 7.250 14500 1.5% 9.125 18250 3750 26% 164 -0.031 ISSI 12/26 kelvin 1500 14.375 21563 1.8% 14.813 22219 656 3% 70 1.250 MUEI 9/22 dan 2000 3.906 7813 0.6% 3.750 7500 -313 -4% 164 0.000 MUEI 9/27 dan 2000 3.906 7813 0.6% 3.750 7500 -313 -4% 159 0.000 MUEI 10/5 dan 4000 3.906 15625 1.2% 3.750 15000 -625 -4% 151 0.000 NEON 7/13 john s 1000 5.875 5875 0.6% 6.781 6781 906 15% 233 0.063 NEON 10/3 john s 1000 5.875 5875 0.6% 6.781 6781 906 15% 153 0.063 NITE 2/9 ron 500 19.250 9625 0.7% 17.813 8906 -719 -7% 27 0.813 NT 2/15 paul m 1000 29.250 29250 1.5% 18.950 18950 -10300 -35% 21 1.350 NWAC 1/31 ron 500 24.750 12375 0.9% 22.375 11188 -1188 -10% 36 0.375 NWAC 2/7 ron 500 24.250 12125 0.9% 22.375 11188 -938 -8% 29 0.375 NWAC 2/8 ron 1000 23.188 23188 1.8% 22.375 22375 -813 -4% 28 0.375 NWAC 2/16 ron 1000 21.875 21875 1.8% 22.375 22375 500 2% 20 0.375 ORCL 2/2 paul m 1000 28.375 28375 1.4% 17.625 17625 -10750 -38% 34 0.625 ORCL 2/9 paul m 1000 24.250 24250 1.4% 17.625 17625 -6625 -27% 27 0.625 PAP 3/5 sue 30000 0.210 6300 0.8% 0.320 9600 3300 52% 1 0.030 PPRO 2/20 kelvin 3000 14.500 43500 2.5% 10.250 30750 -12750 -29% 16 0.188 QLGC 2/7 paul m 400 76.750 30700 1.4% 41.875 16750 -13950 -45% 29 4.375 QLGC 2/14 paul m 300 50.000 15000 1.0% 41.875 12563 -2438 -16% 22 4.375 SAPE 3/5 chartseer 1000 10.750 10750 0.9% 11.125 11125 375 3% 1 0.125 SEBL 11/8 john s 500 67.625 33813 1.2% 29.000 14500 -19313 -57% 118 -4.625 SMTC 3/6 kelvin 2000 28.000 56000 4.7% 28.875 57750 1750 3% 0 2.125 SRV 7/14 bill 6000 1.750 10500 1.7% 3.550 21300 10800 103% 232 0.140 SRV 9/13 bill 6000 1.750 10500 1.7% 3.550 21300 10800 103% 173 0.140 YHOO 2/13 ron 500 27.125 13563 0.9% 22.375 11188 -2375 -18% 23 0.188 YHOO 2/22 ron 500 24.375 12188 0.9% 22.375 11188 -1000 -8% 14 0.188 * * * * * 997240 74.2% 915219 -82021 -8% 65.4 Portfolio Summary Beg Balance 1/1/2001 1050065 Plus Gains Realized 264607 Less Holdings at Cost 997240 Equals Cash Balance 317432 25.8% Plus Holdings At Close 915219 Portfolio Balance 1232651 Portfolio Change YTD 17.39% Beg Balance 1/1/1999 500000 Change since 1/1/1999 146.53% Beg Balance 1/1/2000 1319059 Change since 1/1/2000 -6.55% YTD Change in Market Indices** DJIA -1.81% Nasdaq -10.77% S&P 500 -5.04% Russell 2000 -0.50%