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

To: Paul Moerman who wrote (7489)	5/19/2002 10:21:06 PM
From: DanZ	Read Replies (2) \| Respond to of 11568

Status 05/19/02. Z PORTFOLIO 2002 Long Positions Stock Date Sponsor # Opening Opening % Close Close G/L G/L Days Day's Bought Shares Cost Cost $ Port $ $ % Held Change ANAD 01/03/02 sue 2000 15.270 30540 2.5% 11.370 22740 -7800 -26% 136 -0.210 ANAD 01/07/02 sue 2000 14.800 29600 2.5% 11.370 22740 -6860 -23% 132 -0.210 ANAD 01/16/02 sue 2000 12.290 24580 2.5% 11.370 22740 -1840 -7% 123 -0.210 AOL 03/21/02 paul m 1000 24.100 24100 2.2% 19.980 19980 -4120 -17% 59 1.080 AOL 03/21/02 ron 400 24.500 9800 0.9% 19.980 7992 -1808 -18% 59 1.080 AOL 04/08/02 ron 400 21.520 8608 0.9% 19.980 7992 -616 -7% 41 1.080 AYE 05/10/02 bill 1000 35.990 35990 3.8% 35.430 35430 -560 -2% 9 0.200 AYE 05/13/02 bill 500 35.200 17600 1.9% 35.430 17715 115 1% 6 0.200 BA 04/17/02 paul m 500 46.750 23375 2.4% 45.420 22710 -665 -3% 32 0.420 CIEN 02/04/02 dan 1000 10.400 10400 0.8% 7.180 7180 -3220 -31% 104 0.000 CIEN 04/25/02 dan 2000 7.810 15620 1.5% 7.180 14360 -1260 -8% 24 0.000 CNC 05/14/02 sue 10000 3.300 33000 3.7% 3.400 34000 1000 3% 5 0.080 CPN 04/24/02 paul m 1200 11.820 14184 1.1% 8.650 10380 -3804 -27% 25 -0.050 CSCO 02/07/01 dan 1200 18.110 21732 2.2% 17.250 20700 -1032 -5% 466 0.240 CSCO 02/07/02 dan 1000 17.600 17600 1.9% 17.250 17250 -350 -2% 101 0.240 EMC 05/13/02 sue 4000 7.610 30440 3.5% 8.140 32560 2120 7% 6 0.250 FMO 03/04/02 paul m 20000 0.910 18200 1.1% 0.520 10400 -7800 -43% 76 -0.150 GUMM various dan 10000 6.900 69000 9.5% 8.850 88500 19500 28% 0.083 INTV 02/15/02 dan 2000 7.760 15520 0.8% 3.880 7760 -7760 -50% 93 0.350 JDSU 03/12/02 dan 5000 5.900 29500 2.4% 4.490 22450 -7050 -24% 68 0.130 JDSU 04/26/02 dan 5000 4.920 24600 2.4% 4.490 22450 -2150 -9% 23 0.130 JDSU 04/29/02 dan 5000 4.270 21350 2.4% 4.490 22450 1100 5% 20 0.130 KM 01/10/02 paul m 5000 4.540 22700 0.6% 1.060 5300 -17400 -77% 129 -0.050 KM 01/10/02 paul m 3000 4.090 12270 0.3% 1.060 3180 -9090 -74% 129 -0.050 KM 01/11/02 paul m 7000 3.420 23940 0.8% 1.060 7420 -16520 -69% 128 -0.050 KM 01/14/02 paul m 10000 2.590 25900 1.1% 1.060 10600 -15300 -59% 125 -0.050 LEN 05/03/02 bill 1000 57.000 57000 5.9% 54.970 54970 -2030 -4% 16 1.440 LUV 05/13/02 larry 2000 17.210 34420 3.8% 17.630 35260 840 2% 6 0.130 NUAN 01/14/02 dan 2500 8.540 21350 1.4% 5.350 13375 -7975 -37% 125 0.050 NUAN 01/23/02 dan 2500 7.780 19450 1.4% 5.350 13375 -6075 -31% 116 0.050 NUAN 04/03/02 dan 2000 6.620 13240 1.2% 5.350 10700 -2540 -19% 46 0.050 NUAN 04/26/02 dan 2000 5.250 10500 1.2% 5.350 10700 200 2% 23 0.050 ORCL 05/01/02 dan 2000 9.780 19560 2.1% 9.560 19120 -440 -2% 18 -0.020 ORCL 05/03/02 dan 2000 8.280 16560 2.1% 9.560 19120 2560 15% 16 -0.020 PMTR 01/10/02 paul m 2000 12.450 24900 0.6% 2.560 5120 -19780 -79% 129 -0.050 PMTR 05/06/02 paul m 5000 3.080 15400 1.4% 2.560 12800 -2600 -17% 13 -0.050 QQQ 04/05/02 ron 500 34.760 17380 1.8% 32.930 16465 -915 -5% 44 0.070 REI 05/17/02 larry 1500 13.810 20715 2.3% 14.300 21450 735 4% 2 -0.200 SOSS 03/28/01 bill 10000 1.110 11100 0.8% 0.711 7110 -3990 -36% 417 0.011 SPWX 02/11/02 dan 2000 11.560 23120 1.0% 4.750 9500 -13620 -59% 97 0.200 SPWX 04/25/02 dan 1000 5.540 5540 0.5% 4.750 4750 -790 -14% 24 0.200 * * * * * 920384 83.1% 770794 -149590 -16% 80.3 Short Positions Stock Date Sponsor # Opening Opening % Close Close G/L G/L Days Day's Sold Shares Cost Cost $ Port $ $ % Held Change ANN 01/15/02 ron 500 35.650 17825 1.9% 48.500 24250 -6425 -36% 124 -0.440 ANN 02/22/02 ron 500 40.200 20100 2.2% 48.500 24250 -4150 -21% 86 -0.440 NVR 01/28/02 ron 100 225.000 22500 2.4% 363.250 36325 -13825 -61% 111 6.000 NVR 01/29/02 ron 100 238.000 23800 2.6% 363.250 36325 -12525 -53% 110 6.000 NVR 02/04/02 ron 100 248.000 24800 2.7% 363.250 36325 -11525 -46% 104 6.000 NVR 02/04/02 ron 50 261.000 13050 1.4% 363.250 18163 -5113 -39% 104 6.000 NVR 03/22/02 ron 25 282.000 7050 0.8% 363.250 9081 -2031 -29% 58 6.000 NVR 03/22/02 ron 25 291.000 7275 0.8% 363.250 9081 -1806 -25% 58 6.000 NVR 03/26/02 ron 25 315.000 7875 0.8% 363.250 9081 -1206 -15% 54 6.000 * * * * * 144275 15.6% 202881 -58606 -41% 89.9 Portfolio Summary Beg Balance 1/1/2002 1071437 + Realized Gains 64530 + Unrealized Gains -208196 = Portfolio Balance 927771 YTD Change -13.41% Cash Summary Beg Balance 1/1/2002 1071437 + Realized Gains 64530 - Holdings at Cost 1123265 = Cash Balance 12702 1.4% Portfolio History Period Beg Beg Balance Chg Since 01/01/1999 500000 85.55% 01/01/2000 1319059 -29.66% 01/01/2001 1050065 -11.65% 01/01/2002 1071437 -13.41% YTD Change in Market Indices DJIA 3.31% Nasdaq -10.72% S&P 500 -3.61% Russell 2000 4.18%