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

To: Larry S. who wrote (6938)	1/2/2002 9:35:52 PM
From: DanZ	Read Replies (1) \| Respond to of 11568

Status 12/31/2001. Z PORTFOLIO 2001 FINAL RESULTS Excellent job, everyone, in a very difficult year. We beat all the major averages, and did significantly better than the Nasdaq and S&P 500. Best of luck to everyone in 2002. Stock Date Sponsor # Cost Cost $ % Close Close G/L G/L Days Day's Bought Shares Port $ $ % Held Change CSCO 2/7 dan 1200 32.250 38700 2.0% 18.110 21732 -16968 -44% 325 1.120 ERICY 1/22 dan 3000 12.063 36189 1.5% 5.220 15660 -20529 -57% 340 0.280 ERICY 2/7 dan 3000 10.938 32813 1.5% 5.220 15660 -17153 -52% 325 0.280 GUMM var dan 10000 6.750 67500 6.4% 6.900 69000 1500 2% 0.000 LEN 6/20 bill 500 39.850 19925 2.2% 46.820 23410 3485 17% 192 -0.470 LEN 6/22 bill 500 41.000 20500 2.2% 46.820 23410 2910 14% 190 -0.470 SOSS 3/28 bill 10000 1.219 12188 1.0% 1.110 11100 -1088 -9% 274 -0.001 * * * * * 227814 16.8% 179972 -47842 -21% 274.3 Portfolio Summary Beg Balance 1/1/2001 1050065 Plus Gains Realized 69214 Less Holdings at Cost 227814 Equals Cash Balance 891465 83.2% Plus Holdings At Close 179972 Portfolio Balance 1071437 Portfolio Change YTD 2.04% Beg Balance 1/1/1999 500000 Change since 1/1/1999 114.29% Beg Balance 1/1/2000 1319059 Change since 1/1/2000 -18.77% YTD Change in Market Indices** DJIA -7.09% Nasdaq -21.05% S&P 500 -13.04% Russell 2000 1.03%