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

To: Paul Moerman who wrote (6892)	12/17/2001 9:33:29 PM
From: DanZ	Read Replies (5) \| Respond to of 11568

Status 12/17. Z PORTFOLIO 2001 Stock Date Sponsor # Cost Cost $ % Close Close G/L G/L Days Day's Bought Shares Port $ $ % Held Change AFCI 12/13 kelvin 3000 18.400 55200 5.1% 18.210 54630 -570 -1% 4 -0.280 AYE 2/16 bill 500 47.570 23785 1.6% 33.250 16625 -7160 -30% 301 -1.310 AYE 7/23 bill 500 43.500 21750 1.6% 33.250 16625 -5125 -24% 144 -1.310 BA 6/22 paul m 500 56.300 28150 1.7% 37.060 18530 -9620 -34% 175 -0.490 BA 8/17 paul m 500 53.650 26825 1.7% 37.060 18530 -8295 -31% 120 -0.490 CD 8/1 larry 3000 19.580 58740 5.4% 19.050 57150 -1590 -3% 136 0.310 CPN 12/17 paul m 2000 12.500 25000 2.4% 12.900 25800 800 3% 0 -0.300 CSCO 2/7 dan 1200 32.250 38700 2.2% 19.260 23112 -15588 -40% 310 -0.130 ERICY 1/22 dan 3000 12.063 36189 1.6% 5.610 16830 -19359 -53% 325 0.150 ERICY 2/7 dan 3000 10.938 32813 1.6% 5.610 16830 -15983 -49% 310 0.150 FMO 11/9 paul m 10000 1.300 13000 0.8% 0.820 8200 -4800 -37% 38 -0.010 FMO 11/28 paul m 10000 1.050 10500 0.8% 0.820 8200 -2300 -22% 19 -0.010 FMO 12/14 paul m 15000 0.850 12750 1.2% 0.820 12300 -450 -4% 3 -0.010 GE 12/3 ron 300 37.200 11160 1.1% 38.300 11490 330 3% 14 0.650 GLW 12/3 ron 1000 8.050 8050 0.8% 8.510 8510 460 6% 14 -0.230 GUMM var dan 10000 6.750 67500 6.3% 6.660 66600 -900 -1% -0.040 IDTI 12/7 paul m 1000 27.000 27000 2.4% 25.450 25450 -1550 -6% 10 0.750 INTU 12/14 kelvin 1000 41.100 41100 4.0% 42.210 42210 1110 3% 3 1.250 ITWO 12/12 kelvin 5000 6.950 34750 3.2% 6.700 33500 -1250 -4% 5 0.400 LEN 6/20 bill 500 39.850 19925 1.9% 41.250 20625 700 4% 177 0.030 LEN 6/22 bill 500 41.000 20500 1.9% 41.250 20625 125 1% 175 0.030 LMC.A 7/17 larry 4000 15.500 62000 5.0% 13.200 52800 -9200 -15% 150 0.230 LOW 10/4 kelvin 1000 33.000 33000 4.3% 45.850 45850 12850 39% 73 -0.040 NTAP 11/23 kelvin 1000 16.000 16000 2.0% 21.750 21750 5750 36% 24 0.710 SAPE 3/5 chartseer 1000 10.750 10750 0.7% 7.210 7210 -3540 -33% 282 0.080 SMTC 9/21 kelvin 1000 26.750 26750 3.8% 40.220 40220 13470 50% 86 -0.830 SOSS 3/28 bill 10000 1.219 12188 1.0% 1.020 10200 -1988 -16% 259 -0.030 SUNW 11/26 sue 2000 12.590 25180 2.4% 12.620 25240 60 0% 21 0.280 SUNW 12/14 sue 1000 12.450 12450 1.2% 12.620 12620 170 1% 3 0.280 * * * * * 811704 69.5% 738262 -73042 -9% 117.7 Portfolio Summary Beg Balance 1/1/2001 1050065 Plus Gains Realized 85370 Less Holdings at Cost 811704 Equals Cash Balance 323731 30.5% Plus Holdings At Close 738262 Portfolio Balance 1061993 Portfolio Change YTD 1.14% Beg Balance 1/1/1999 500000 Change since 1/1/1999 112.40% Beg Balance 1/1/2000 1319059 Change since 1/1/2000 -19.49% YTD Change in Market Indices** DJIA -8.30% Nasdaq -19.55% S&P 500 -14.08% Russell 2000 -0.74%