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

To: Larry S. who wrote (7509)	5/28/2002 7:03:06 AM
From: DanZ	Read Replies (2) \| Respond to of 11568

Status 05/26/02. 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 01/07/02 sue 2000 14.800 29600 2.4% 10.850 21700 -7900 -27% 141 -0.730 ANAD 01/16/02 sue 2000 12.290 24580 2.4% 10.850 21700 -2880 -12% 132 -0.730 AOL 03/21/02 paul m 1000 24.100 24100 2.1% 18.970 18970 -5130 -21% 68 -0.070 AOL 03/21/02 ron 400 24.500 9800 0.8% 18.970 7588 -2212 -23% 68 -0.070 AOL 04/08/02 ron 400 21.520 8608 0.8% 18.970 7588 -1020 -12% 50 -0.070 AYE 05/10/02 bill 1000 35.990 35990 4.1% 37.640 37640 1650 5% 18 -0.510 AYE 05/13/02 bill 500 35.200 17600 2.0% 37.640 18820 1220 7% 15 -0.510 BA 04/17/02 paul m 500 46.750 23375 2.4% 43.350 21675 -1700 -7% 41 -0.800 CIEN 02/04/02 dan 1000 10.400 10400 0.7% 6.080 6080 -4320 -42% 113 0.000 CIEN 04/25/02 dan 2000 7.810 15620 1.3% 6.080 12160 -3460 -22% 33 0.000 CNC 05/14/02 sue 10000 3.300 33000 3.5% 3.230 32300 -700 -2% 14 0.040 CPN 04/24/02 paul m 1200 11.820 14184 1.3% 10.310 12372 -1812 -13% 34 0.260 CSCO 02/07/01 dan 1200 18.110 21732 2.2% 16.570 19884 -1848 -9% 475 -0.330 CSCO 02/07/02 dan 1000 17.600 17600 1.8% 16.570 16570 -1030 -6% 110 -0.330 FMO 03/04/02 paul m 20000 0.910 18200 0.0% 0.000 0 -18200 -100% 85 N/A GLW 05/20/02 dan 2000 6.130 12260 1.2% 5.580 11160 -1100 -9% 8 -0.070 GLW 05/24/02 dan 2000 5.490 10980 1.2% 5.580 11160 180 2% 4 -0.070 GUMM various dan 10000 6.900 69000 9.8% 9.000 90000 21000 30% 0.030 INTV 02/15/02 dan 2000 7.760 15520 0.8% 3.600 7200 -8320 -54% 102 -0.040 JDSU 03/12/02 dan 5000 5.900 29500 2.1% 3.910 19550 -9950 -34% 77 -0.160 JDSU 04/26/02 dan 5000 4.920 24600 2.1% 3.910 19550 -5050 -21% 32 -0.160 JDSU 04/29/02 dan 5000 4.270 21350 2.1% 3.910 19550 -1800 -8% 29 -0.160 JDSU 05/22/02 sue 5000 4.000 20000 2.1% 3.910 19550 -450 -2% 6 -0.160 KM 01/10/02 paul m 5000 4.540 22700 0.6% 1.110 5550 -17150 -76% 138 -0.050 KM 01/10/02 paul m 3000 4.090 12270 0.4% 1.110 3330 -8940 -73% 138 -0.050 KM 01/11/02 paul m 7000 3.420 23940 0.8% 1.110 7770 -16170 -68% 137 -0.050 KM 01/14/02 paul m 10000 2.590 25900 1.2% 1.110 11100 -14800 -57% 134 -0.050 LEN 05/03/02 bill 1000 57.000 57000 6.0% 55.360 55360 -1640 -3% 25 1.470 LUV 05/13/02 larry 2000 17.210 34420 3.6% 16.740 33480 -940 -3% 15 -0.280 NUAN 01/14/02 dan 2500 8.540 21350 1.3% 4.880 12200 -9150 -43% 134 -0.150 NUAN 01/23/02 dan 2500 7.780 19450 1.3% 4.880 12200 -7250 -37% 125 -0.150 NUAN 04/03/02 dan 2000 6.620 13240 1.1% 4.880 9760 -3480 -26% 55 -0.150 NUAN 04/26/02 dan 2000 5.250 10500 1.1% 4.880 9760 -740 -7% 32 -0.150 ORCL 05/01/02 dan 2000 9.780 19560 1.9% 8.850 17700 -1860 -10% 27 -0.520 ORCL 05/03/02 dan 2000 8.280 16560 1.9% 8.850 17700 1140 7% 25 -0.520 PMTR 01/10/02 paul m 2000 12.450 24900 0.4% 1.900 3800 -21100 -85% 138 -0.150 PMTR 05/06/02 paul m 5000 3.080 15400 1.0% 1.900 9500 -5900 -38% 22 -0.150 QQQ 04/05/02 ron 500 34.760 17380 1.7% 31.240 15620 -1760 -10% 53 -0.790 REI 05/17/02 larry 1500 13.810 20715 3.0% 18.250 27375 6660 32% 11 0.900 RRI 05/21/02 sue 4000 8.360 33440 4.5% 10.250 41000 7560 23% 7 0.980 SOSS 03/28/01 bill 10000 1.110 11100 1.1% 1.000 10000 -1100 -10% 426 0.150 SPWX 02/11/02 dan 2000 11.560 23120 0.9% 4.331 8662 -14458 -63% 106 -0.139 SPWX 04/25/02 dan 1000 5.540 5540 0.5% 4.331 4331 -1209 -22% 33 -0.139 * * * * * 936084 83.6% 768965 -167119 -18% 81.8 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% 31.600 15800 2025 11% 133 -0.110 ANN 02/22/02 ron 500 40.200 20100 2.2% 31.600 15800 4300 21% 95 -0.110 NVR 01/28/02 ron 100 225.000 22500 2.4% 362.000 36200 -13700 -61% 120 3.000 NVR 01/29/02 ron 100 238.000 23800 2.6% 362.000 36200 -12400 -52% 119 3.000 NVR 02/04/02 ron 100 248.000 24800 2.7% 362.000 36200 -11400 -46% 113 3.000 NVR 02/04/02 ron 50 261.000 13050 1.4% 362.000 18100 -5050 -39% 113 3.000 NVR 03/22/02 ron 25 282.000 7050 0.8% 362.000 9050 -2000 -28% 67 3.000 NVR 03/22/02 ron 25 291.000 7275 0.8% 362.000 9050 -1775 -24% 67 3.000 NVR 03/26/02 ron 25 315.000 7875 0.9% 362.000 9050 -1175 -15% 63 3.000 * * * * * 144275 15.7% 185450 -41175 -29% 98.9 Portfolio Summary Beg Balance 1/1/2002 1071437 + Realized Gains 56270 + Unrealized Gains -208294 = Portfolio Balance 919413 YTD Change -14.19% Cash Summary Beg Balance 1/1/2002 1071437 + Realized Gains 56270 - Holdings at Cost 1121534 = Cash Balance 6173 0.7% Portfolio History Period Beg Beg Balance Chg Since 01/01/1999 500000 83.88% 01/01/2000 1319059 -30.30% 01/01/2001 1050065 -12.44% 01/01/2002 1071437 -14.19% YTD Change in Market Indices DJIA 0.83% Nasdaq -14.81% S&P 500 -5.60% Russell 2000 1.05%