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

To: Ron McKinnon who wrote (1230)	11/30/1997 5:12:00 PM
From: Ron McKinnon	Read Replies (1) \| Respond to of 11568

NOVEMBER MONTH END RESULTS One month to go for the one year anniversary of the Z We are about out of buying power for new trades 30-Dec 250000 Z Ron's Boss 31-Jan 297000 18.80% 5.51% 28-Feb 269000 7.60% 8.47% 31-Mar 273000 9.20% 4.66% 30-Apr 285000 14.00% 19.07% 30-May 382117 52.85% 39.41% 30-Jun 405536 62.21% 32.22% 31-Jul 412958 65.18% 54.66% 31-Aug 453871 81.55% 63.56% 30-Sep 438290 75.32% 53.81% 31-Oct 406821 62.73% 41.15% 30-Nov 400049 60.02% 43.62% Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L Sold AAC 11/10 dan 2500 9.125 22813 8.375 20938 -1875 -15 -1890 ADAC 11/4 dan 1500 20.250 30375 20.875 31313 938 -15 923 AMAT 11/25 larry 1000 33.000 33000 33.000 33000 0 -15 -15 ASND 9/11 sue 500 39.813 19907 24.938 12469 -7438 -15 -7453 AXIM 11/19 dan 4000 6.250 25000 6.000 24000 -1000 -15 -1015 BG 10/23 ron 2000 15.063 30125 16.188 32375 2250 -15 2235 CAV 9/8 larry 3000 11.438 34313 9.750 29250 -5063 -15 -5078 CKH 11/12 paul 500 62.125 31063 55.688 27844 -3219 -15 -3234 ESOL 11/12 dan 2400 5.813 13950 5.500 13200 -750 -15 -765 INTV 11/14 dan 3000 10.375 31125 9.688 29063 -2063 -15 -2078 JLG 7/11 dan 2000 13.625 27250 12.813 25625 -1625 -15 -1640 JLG 11/18 larry 2000 13.000 26000 12.813 25626 -374 -15 -389 KLIC 10/1 hunter 800 43.750 35000 27.563 22050 -12950 -15 -12965 LNET 11/11 dan 2500 11.750 29375 12.875 32188 2813 -15 2798 LSI 6/10 dan 800 33.625 26900 23.250 18600 -8300 -15 -8315 LSI 10/16 ron 2000 24.500 49000 23.250 46500 -2500 -15 -2515 LSS 10/16 larry 1000 44.000 44000 29.000 29000 -15000 -15 -15015 MPARY 11/16 ron 5000 4.625 23125 4.750 23750 625 -15 610 NTN 10/21 sue 10000 2.063 20625 1.500 15000 -5625 -15 -5640 OLS 11/28 ron 3000 14.875 44625 14.875 44625 0 -15 -15 OMKT 11/28 ron 3000 10.125 30375 10.188 30563 188 -15 173 OO 10/17 ron 3000 10.313 30938 9.375 28125 -2813 -15 -2828 OO 10/23 ron 2000 9.250 18500 9.375 18750 250 -15 235 PCTL 9/26 ron 2000 10.750 21500 8.688 17375 -4125 -15 -4140 PCTL 9/26 ron 2000 10.250 20500 8.688 17376 -3124 -15 -3139 PETM 5/14 dan 1500 11.875 17813 7.813 11719 -6094 -15 -6109 PETM 6/16 dan 1000 10.875 10875 7.813 7813 -3062 -15 -3077 PETM 8/8 dan 2000 8.500 17000 7.813 15626 -1374 -15 -1389 PETM 10/8 dan 2000 9.750 19500 7.813 15626 -3874 -15 -3889 RII 10/9 larry 1000 32.750 32750 26.063 26063 -6688 -15 -6703 SCOP 9/23 sue 1000 23.250 23250 12.000 12000 -11250 -15 -11265 TUBY 11/7 sue 20000 0.281 5625 0.313 6250 625 -15 610 VTEL dan 1000 9.250 9250 7.219 7219 -2031 -15 -2046 VTEL dan 1000 8.875 8875 7.219 7219 -1656 -15 -1671 WHC 10/16 paul 500 31.250 15625 28.000 14000 -1625 -15 -1640 * * * * * 879944 772136 -107808 -525 -108333 Portfolio Summary** Beg Bal 250000 Plus Gains Realized 257857 Less Holdings at Cost 879944 Equals Cash Balance -372087 0.000222 -372087 -82.60 marg int calc Plus Holdings At Present Price 772136 Equals Total Portfolio Balance 400049 Gain YTD 150,049 60.02% BUYING POWER 13,981 Total Interest paid ytd -9582