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

To: Paul Moerman who wrote (7528)5/31/2002 3:48:59 PM
From: Kelvin Taylor  Respond to of 11568
 
Thanks Paul. I'm thinking about getting back in at lower prices too.



To: Paul Moerman who wrote (7528)5/31/2002 4:22:18 PM
From: Ron McKinnon  Read Replies (1) | Respond to of 11568
 
>>>if I was getting margin calls

I sure hate to see people near that edge even after so many "traders" have been knocked out of the game because of borrowing

call me "nomarginchicken"



To: Paul Moerman who wrote (7528)6/2/2002 9:56:42 PM
From: DanZ  Read Replies (1) | Respond to of 11568
 
Status 06/02/02.

Paul: Yahoo didn't have a quote on FMO, but I was able to get one from eSignal. Do you know of any change in the symbol? Thanks.


Status 06/02/02.												

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%	10.750	21500	-8100	-27%	146	-0.300
ANAD	01/16/02	sue	2000	12.290	24580	2.4%	10.750	21500	-3080	-13%	137	-0.300
AOL	03/21/02	paul m	1000	24.100	24100	2.1%	18.700	18700	-5400	-22%	73	0.200
AOL	03/21/02	ron	400	24.500	9800	0.8%	18.700	7480	-2320	-24%	73	0.200
AOL	04/08/02	ron	400	21.520	8608	0.8%	18.700	7480	-1128	-13%	55	0.200
AYE	05/10/02	bill	1000	35.990	35990	3.9%	35.930	35930	-60	0%	23	-0.420
AYE	05/13/02	bill	500	35.200	17600	2.0%	35.930	17965	365	2%	20	-0.420
BA	04/17/02	paul m	500	46.750	23375	2.3%	42.650	21325	-2050	-9%	46	-1.010
CIEN	02/04/02	dan	1000	10.400	10400	0.6%	5.660	5660	-4740	-46%	118	-0.230
CIEN	04/25/02	dan	2000	7.810	15620	1.2%	5.660	11320	-4300	-28%	38	-0.230
CNC	05/14/02	sue	10000	3.300	33000	3.1%	2.790	27900	-5100	-15%	19	-0.100
CPN	04/24/02	paul m	1200	11.820	14184	1.3%	9.600	11520	-2664	-19%	39	-0.040
CSCO	02/07/01	dan	1200	18.110	21732	2.1%	15.780	18936	-2796	-13%	480	-0.230
CSCO	02/07/02	dan	1000	17.600	17600	1.7%	15.780	15780	-1820	-10%	115	-0.230
FMO	03/04/02	paul m	20000	0.910	18200	1.1%	0.520	10400	-7800	-43%	90	-0.150
GLW	05/20/02	dan	2000	6.130	12260	1.1%	4.800	9600	-2660	-22%	13	-0.300
GLW	05/24/02	dan	2000	5.490	10980	1.1%	4.800	9600	-1380	-13%	9	-0.300
GNSS	05/30/02	paul m	1500	17.960	26940	2.7%	16.420	24630	-2310	-9%	3	-0.280
GUMM	various	dan	10000	6.900	69000	10.8%	9.820	98200	29200	42%		0.480
INTV	02/15/02	dan	2000	7.760	15520	0.7%	3.210	6420	-9100	-59%	107	0.150
JDSU	03/12/02	dan	5000	5.900	29500	1.9%	3.510	17550	-11950	-41%	82	-0.190
JDSU	04/26/02	dan	5000	4.920	24600	1.9%	3.510	17550	-7050	-29%	37	-0.190
JDSU	04/29/02	dan	5000	4.270	21350	1.9%	3.510	17550	-3800	-18%	34	-0.190
JDSU	05/22/02	sue	5000	4.000	20000	1.9%	3.510	17550	-2450	-12%	11	-0.190
KM	01/10/02	paul m	5000	4.540	22700	0.6%	1.050	5250	-17450	-77%	143	-0.030
KM	01/10/02	paul m	3000	4.090	12270	0.3%	1.050	3150	-9120	-74%	143	-0.030
KM	01/11/02	paul m	7000	3.420	23940	0.8%	1.050	7350	-16590	-69%	142	-0.030
KM	01/14/02	paul m	10000	2.590	25900	1.2%	1.050	10500	-15400	-59%	139	-0.030
LEN	05/03/02	bill	1000	57.000	57000	6.0%	54.720	54720	-2280	-4%	30	1.000
LUV	05/13/02	larry	2000	17.210	34420	3.7%	17.030	34060	-360	-1%	20	0.290
NUAN	01/14/02	dan	2500	8.540	21350	1.2%	4.510	11275	-10075	-47%	139	0.010
NUAN	01/23/02	dan	2500	7.780	19450	1.2%	4.510	11275	-8175	-42%	130	0.010
NUAN	04/03/02	dan	2000	6.620	13240	1.0%	4.510	9020	-4220	-32%	60	0.010
NUAN	04/26/02	dan	2000	5.250	10500	1.0%	4.510	9020	-1480	-14%	37	0.010
ORCL	05/01/02	dan	2000	9.780	19560	1.7%	7.920	15840	-3720	-19%	32	-0.500
ORCL	05/03/02	dan	2000	8.280	16560	1.7%	7.920	15840	-720	-4%	30	-0.500
PMTR	01/10/02	paul m	2000	12.450	24900	0.3%	1.553	3105	-21795	-88%	143	-0.097
PMTR	05/06/02	paul m	5000	3.080	15400	0.9%	1.553	7763	-7637	-50%	27	-0.097
QQQ	04/05/02	ron	500	34.760	17380	1.6%	30.040	15020	-2360	-14%	58	-0.500
REI	05/17/02	larry	1500	13.810	20715	2.8%	17.010	25515	4800	23%	16	0.110
SOSS	03/28/01	bill	10000	1.110	11100	1.0%	0.950	9500	-1600	-14%	431	-0.045
SPWX	02/11/02	dan	2000	11.560	23120	0.9%	4.030	8060	-15060	-65%	111	-0.100
SPWX	04/25/02	dan	1000	5.540	5540	0.4%	4.030	4030	-1510	-27%	38	-0.100
TFS	05/28/02	paul m	2000	12.580	25160	2.6%	12.000	24000	-1160	-5%	5	-0.310
***	***	***	***	***	954744	80.3%		732339	-197245	-21%	84.7	
												
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	2.0%	28.480	14240	3585	20%	138	0.180
ANN	02/22/02	ron	500	40.200	20100	2.2%	28.480	14240	5860	29%	100	0.180
NVR	01/28/02	ron	100	225.000	22500	2.5%	331.000	33100	-10600	-47%	125	-6.250
NVR	01/29/02	ron	100	238.000	23800	2.6%	331.000	33100	-9300	-39%	124	-6.250
NVR	02/04/02	ron	100	248.000	24800	2.7%	331.000	33100	-8300	-33%	118	-6.250
NVR	02/04/02	ron	50	261.000	13050	1.4%	331.000	16550	-3500	-27%	118	-6.250
NVR	03/22/02	ron	25	282.000	7050	0.8%	331.000	8275	-1225	-17%	72	-6.250
NVR	03/22/02	ron	25	291.000	7275	0.8%	331.000	8275	-1000	-14%	72	-6.250
NVR	03/26/02	ron	25	315.000	7875	0.9%	331.000	8275	-400	-5%	68	-6.250
***	***	***	***	***	144275	15.8%		169155	-24880	-17%	103.9	
												
Portfolio Summary												
												
Beg Balance 1/1/2002		1071437										
 + Realized Gains		62630										
 + Unrealized Gains		-222125										
 = Portfolio Balance		911942										
YTD Change		-14.89%										
												
Cash Summary												
												
Beg Balance 1/1/2002		1071437										
 + Realized Gains		62630										
 - Holdings at Cost		1123899										
 = Cash Balance		10168	1.1%									
												
Portfolio History												
												
Period Beg	Beg Balance	Chg Since										
01/01/1999	500000	82.39%										
01/01/2000	1319059	-30.86%										
01/01/2001	1050065	-13.15%										
01/01/2002	1071437	-14.89%										
												
YTD Change in Market Indices												
DJIA		-0.96%										
Nasdaq		-17.16%										
S&P 500		-7.05%										
Russell 2000	-0.21%


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