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

To: Susan Saline who wrote (6904)	12/23/2001 11:37:44 PM
From: DanZ	Respond to of 11568

Sue, We don't have a position in SUNW at 12.62. Please tell me if you want to sell the 1k @ 12.45, the 2k @ 12.59, or all 3k. Thanks, Dan

To: Susan Saline who wrote (6904)	12/26/2001 7:59:11 PM
From: DanZ	Read Replies (4) \| Respond to of 11568

Status 12/26. Assuming no errors in the spreadsheet, we are up a little on the year. Congratulations to all for a good year in a tough market. I will post the final 2001 results next Monday and a summary for the year the weekend after that. If anyone has a request for what they would like to see except the obvious buys and sells summary, let me know and I'll see what I can do. 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% 35.830 17915 -5870 -25% 310 0.330 AYE 7/23 bill 500 43.500 21750 1.7% 35.830 17915 -3835 -18% 153 0.330 BA 6/22 paul m 500 56.300 28150 1.8% 38.600 19300 -8850 -31% 184 0.180 BA 8/17 paul m 500 53.650 26825 1.8% 38.600 19300 -7525 -28% 129 0.180 CD 8/1 larry 3000 19.580 58740 5.4% 19.090 57270 -1470 -3% 145 0.100 CSCO 2/7 dan 1200 32.250 38700 2.1% 18.240 21888 -16812 -43% 319 0.130 ERICY 1/22 dan 3000 12.063 36189 1.4% 5.020 15060 -21129 -58% 334 0.070 ERICY 2/7 dan 3000 10.938 32813 1.4% 5.020 15060 -17753 -54% 319 0.070 FMO 11/9 paul m 10000 1.300 13000 0.6% 0.670 6700 -6300 -48% 47 0.000 FMO 11/28 paul m 10000 1.050 10500 0.6% 0.670 6700 -3800 -36% 28 0.000 FMO 12/14 paul m 15000 0.850 12750 0.9% 0.670 10050 -2700 -21% 12 0.000 GE 12/3 ron 300 37.200 11160 1.1% 40.550 12165 1005 9% 23 -0.580 GLW 12/3 ron 1000 8.050 8050 0.8% 8.300 8300 250 3% 23 -0.110 GUMM var dan 10000 6.750 67500 6.1% 6.500 65000 -2500 -4% -0.200 IDTI 12/7 paul m 1000 27.000 27000 2.4% 25.890 25890 -1110 -4% 19 0.251 ITWO 12/12 kelvin 5000 6.950 34750 3.1% 6.650 33250 -1500 -4% 14 0.101 LEN 6/20 bill 500 39.850 19925 2.3% 48.010 24005 4080 20% 186 0.260 LEN 6/22 bill 500 41.000 20500 2.3% 48.010 24005 3505 17% 184 0.260 LMC.A 7/17 larry 4000 15.500 62000 5.0% 13.380 53520 -8480 -14% 159 0.180 LOW 10/4 kelvin 1000 33.000 33000 4.5% 47.380 47380 14380 44% 82 0.000 SAPE 3/5 chartseer 1000 10.750 10750 0.7% 7.880 7880 -2870 -27% 291 -0.370 SMTC 9/21 kelvin 1000 26.750 26750 3.3% 35.400 35400 8650 32% 95 0.170 SOSS 3/28 bill 10000 1.219 12188 1.0% 1.040 10400 -1788 -15% 268 0.000 * * * * * 636774 52.3% 554353 -82421 -13% 151.1 Portfolio Summary Beg Balance 1/1/2001 1050065 Plus Gains Realized 92730 Less Holdings at Cost 636774 Equals Cash Balance 506021 47.7% Plus Holdings At Close 554353 Portfolio Balance 1060374 Portfolio Change YTD 0.98% Beg Balance 1/1/1999 500000 Change since 1/1/1999 112.07% Beg Balance 1/1/2000 1319059 Change since 1/1/2000 -19.61% YTD Change in Market Indices** DJIA -6.48% Nasdaq -20.64% S&P 500 -12.94% Russell 2000 1.38%