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

To: Larry S. who wrote (6865)	12/9/2001 1:07:54 PM
From: DanZ	Read Replies (8) \| Respond to of 11568

Status 12/07. My GTC order to sell SPWX at 9.18 filled yesterday. I would buy the stock back at 7.75 to 8.05 if it gets there. Message 16654587 Z PORTFOLIO 2001 Stock Date Sponsor # Cost Cost $ % Close Close G/L G/L Days Day's Bought Shares Port $ $ % Held Change AYE 2/16 bill 500 47.570 23785 1.7% 36.040 18020 -5765 -24% 293 0.630 AYE 7/23 bill 500 43.500 21750 1.7% 36.040 18020 -3730 -17% 136 0.630 BA 6/22 paul m 500 56.300 28150 1.7% 37.300 18650 -9500 -34% 167 0.190 BA 8/17 paul m 500 53.650 26825 1.7% 37.300 18650 -8175 -30% 112 0.190 CD 8/1 larry 3000 19.580 58740 5.2% 18.850 56550 -2190 -4% 128 0.550 CSCO 2/7 dan 1200 32.250 38700 2.4% 21.160 25392 -13308 -34% 302 -0.630 ERICY 1/22 dan 3000 12.063 36189 1.7% 5.960 17880 -18309 -51% 317 -0.100 ERICY 2/7 dan 3000 10.938 32813 1.7% 5.960 17880 -14933 -46% 302 -0.100 FMO 11/9 paul m 10000 1.300 13000 1.0% 1.090 10900 -2100 -16% 30 0.130 FMO 11/28 sue 10000 1.050 10500 1.0% 1.090 10900 400 4% 11 0.130 GE 12/3 ron 300 37.200 11160 1.0% 37.150 11145 -15 0% 6 -0.600 GLW 11/26 sue 1000 9.840 9840 0.9% 9.710 9710 -130 -1% 13 -0.530 GLW 12/3 ron 1000 8.050 8050 0.9% 9.710 9710 1660 21% 6 -0.530 GUMM var dan 10000 6.750 67500 6.2% 6.750 67500 0 0% -0.240 IDTI 12/7 paul m 1000 27.000 27000 2.4% 25.750 25750 -1250 -5% 2 -5.330 LEN 6/20 bill 500 39.850 19925 1.8% 39.270 19635 -290 -1% 169 -1.190 LEN 6/22 bill 500 41.000 20500 1.8% 39.270 19635 -865 -4% 167 -1.190 LMC.A 7/17 larry 4000 15.500 62000 5.1% 13.800 55200 -6800 -11% 142 -0.170 LOW 10/4 kelvin 1000 33.000 33000 4.3% 46.310 46310 13310 40% 65 0.020 NTAP 11/23 kelvin 2000 16.000 32000 3.5% 19.030 38060 6060 19% 16 -0.560 PCW 9/27 hui 5000 2.400 12000 1.3% 2.830 14150 2150 18% 72 -0.020 PRIA 6/12 hui 1000 17.350 17350 2.0% 21.350 21350 4000 23% 177 -0.690 RSTN 11/28 larry 3000 16.190 48570 5.0% 18.150 54450 5880 12% 11 0.420 SAPE 3/5 chartseer 1000 10.750 10750 0.6% 7.000 7000 -3750 -35% 274 -0.130 SMTC 9/21 kelvin 1000 26.750 26750 3.8% 41.470 41470 14720 55% 78 -1.570 SNP 6/1 hui 1000 20.930 20930 1.3% 14.020 14020 -6910 -33% 188 -0.530 SOSS 3/28 bill 10000 1.219 12188 1.0% 1.090 10900 -1288 -11% 251 0.070 SUNW 11/26 sue 2000 12.590 25180 2.5% 13.390 26780 1600 6% 13 -0.760 UTSI 10/5 hui 800 16.880 13504 2.2% 29.790 23832 10328 76% 64 -0.480 * * * * * 768648 67.5% 729449 -39199 -5% 125.4 Portfolio Summary Beg Balance 1/1/2001 1050065 Plus Gains Realized 69135 Less Holdings at Cost 768648 Equals Cash Balance 350552 32.5% Plus Holdings At Close 729449 Portfolio Balance 1080001 Portfolio Change YTD 2.85% Beg Balance 1/1/1999 500000 Change since 1/1/1999 116.00% Beg Balance 1/1/2000 1319059 Change since 1/1/2000 -18.12% YTD Change in Market Indices** DJIA -6.84% Nasdaq -18.18% S&P 500 -12.27% Russell 2000 -0.48%