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

To: Kelvin Taylor who wrote (6846)	12/2/2001 4:44:05 PM
From: DanZ	Read Replies (3) \| Respond to of 11568

Status 11/30. Z PORTFOLIO 2001 Stock Date Sponsor # Cost Cost $ % Close Close G/L G/L Days Day's Bought Shares Port $ $ % Held Change AOL 7/18 larry 1000 46 46000 3.4% 34.900 34900 -11100 -24% 134 -0.480 AYE 2/16 bill 500 47.570 23785 1.7% 34.850 17425 -6360 -27% 286 0.840 AYE 7/23 bill 500 43.500 21750 1.7% 34.850 17425 -4325 -20% 129 0.840 BA 6/22 paul m 500 56.300 28150 1.7% 35.100 17550 -10600 -38% 160 -0.050 BA 8/17 paul m 500 53.650 26825 1.7% 35.100 17550 -9275 -35% 105 -0.050 CD 8/1 larry 3000 19.580 58740 4.9% 17.040 51120 -7620 -13% 121 0.440 CPQ 11/7 kelvin 2500 8.080 20200 2.5% 10.150 25375 5175 26% 25 0.550 CSCO 2/7 dan 1200 32.250 38700 2.4% 20.440 24528 -14172 -37% 295 0.550 ERICY 1/22 dan 3000 12.063 36189 1.6% 5.460 16380 -19809 -55% 310 0.020 ERICY 2/7 dan 3000 10.938 32813 1.6% 5.460 16380 -16433 -50% 295 0.020 FMO 11/9 paul m 10000 1.300 13000 1.0% 1.020 10200 -2800 -22% 23 -0.070 FMO 11/28 sue 10000 1.050 10500 1.0% 1.020 10200 -300 -3% 4 -0.070 GLW 11/26 sue 1000 9.840 9840 0.9% 9.430 9430 -410 -4% 6 0.030 GUMM var dan 10000 6.750 67500 6.6% 6.840 68401 901 1% 0.130 IDTI 11/28 paul m 1000 29.600 29600 2.9% 29.480 29480 -120 0% 4 -0.410 LEN 6/20 bill 500 39.850 19925 1.8% 37.200 18600 -1325 -7% 162 1.200 LEN 6/22 bill 500 41.000 20500 1.8% 37.200 18600 -1900 -9% 160 1.200 LMC.A 7/17 larry 4000 15.500 62000 5.1% 13.150 52600 -9400 -15% 135 -0.140 LOW 10/4 kelvin 1000 33.000 33000 4.4% 45.310 45310 12310 37% 58 1.790 NTAP 11/23 kelvin 2000 16.000 32000 3.0% 15.430 30860 -1140 -4% 9 -0.070 PCW 9/27 hui 5000 2.400 12000 1.4% 2.850 14250 2250 19% 65 -0.010 PRIA 6/12 hui 1000 17.350 17350 1.8% 18.710 18710 1360 8% 170 -0.290 RSTN 11/28 larry 3000 16.190 48570 4.6% 15.680 47040 -1530 -3% 4 -0.530 SAPE 3/5 chartseer 1000 10.750 10750 0.6% 6.280 6280 -4470 -42% 267 0.010 SMTC 9/21 kelvin 1000 26.750 26750 3.7% 38.520 38520 11770 44% 71 0.340 SNP 6/1 hui 1000 20.930 20930 1.4% 14.520 14520 -6410 -31% 181 0.010 SOSS 3/28 bill 10000 1.219 12188 1.0% 1.070 10700 -1488 -12% 244 0.000 SPWX 8/17 dan 1500 7.910 11865 1.2% 8.290 12435 570 5% 105 0.190 SUNW 11/26 sue 2000 12.590 25180 2.8% 14.240 28480 3300 13% 6 0.430 UTSI 10/5 hui 800 16.880 13504 1.9% 23.940 19152 5648 42% 57 1.390 * * * * * 830103 71.8% 742401 -87702 -11% 123.8 Portfolio Summary Beg Balance 1/1/2001 1050065 Plus Gains Realized 71055 Less Holdings at Cost 830103 Equals Cash Balance 291017 28.2% Plus Holdings At Close 742401 Portfolio Balance 1033418 Portfolio Change YTD -1.59% Beg Balance 1/1/1999 500000 Change since 1/1/1999 106.68% Beg Balance 1/1/2000 1319059 Change since 1/1/2000 -21.65% YTD Change in Market Indices** DJIA -8.67% Nasdaq -21.86% S&P 500 -13.70% Russell 2000 -4.70%