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

To: DanZ who wrote (1295)	1/1/1998 1:28:00 PM
From: Ron McKinnon	Read Replies (1) \| Respond to of 11568

Hi Dan, Happy New Year you are right, I did use 12/30 what a difference a day makes, about $12,000; sure wish I could do that to my own portfolio corrected results: 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% 30-Dec 346667 38.65% 51.12% 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 7.438 18594 -4219 -15 -4234 -18% ADAC 11/4 dan 1500 20.250 30375 19.750 29625 -750 -15 -765 -2% AXIM 11/19 dan 4000 6.250 25000 4.000 16000 -9000 -15 -9015 -36% BTJ 12/12 paul 4000 6.875 27500 6.750 27000 -500 -15 -515 -2% CAV 9/8 larry 3000 11.438 34313 9.750 29250 -5063 -15 -5078 -15% CKH 11/12 paul 500 62.125 31063 60.250 30125 -938 -15 -953 -3% ESOL 11/12 dan 2400 5.813 13950 4.250 10200 -3750 -15 -3765 -27% INTV 11/14 dan 3000 10.375 31125 7.500 22500 -8625 -15 -8640 -28% INTV 12/23 dan 2500 7.500 18750 7.500 18750 0 -15 -15 0% JLG 7/11 dan 2000 13.625 27250 14.125 28250 1000 -15 985 4% KLIC 10/1 hunter 800 43.750 35000 18.625 14900 -20100 -15 -20115 -57% LNET 11/11 dan 2500 11.750 29375 11.000 27500 -1875 -15 -1890 -6% LSI 6/10 dan 800 33.625 26900 19.625 15700 -11200 -15 -11215 -42% LSS 10/16 larry 1000 44.000 44000 28.375 28375 -15625 -15 -15640 -36% MPARY 11/16 ron 5000 4.625 23125 5.875 29375 6250 -15 6235 27% MUEI 12/14 larry 3000 9.188 27563 9.125 27375 -188 -15 -203 -1% NLV 12/17 larry 2000 17.375 34750 17.875 35750 1000 -15 985 3% NTN 10/21 sue 10000 2.063 20625 1.000 10000 -10625 -15 -10640 -52% PETM 5/14 dan 1500 11.875 17813 7.250 10875 -6938 -15 -6953 -39% PETM 6/16 dan 1000 10.875 10875 7.250 7250 -3625 -15 -3640 -33% PETM 8/8 dan 2000 8.500 17000 7.250 14500 -2500 -15 -2515 -15% PETM 10/8 dan 2000 9.750 19500 7.250 14500 -5000 -15 -5015 -26% RII 10/9 larry 1000 32.750 32750 23.313 23313 -9438 -15 -9453 -29% SCOP 12/23 dan 2000 11.188 22375 12.000 24000 1625 -15 1610 7% VTEL dan 1000 9.250 9250 6.125 6125 -3125 -15 -3140 -34% VTEL dan 1000 8.875 8875 6.125 6125 -2750 -15 -2765 -31% WHC 10/16 paul 500 31.250 15625 26.875 13438 -2188 -15 -2203 -14% * * * * * 657538 539394 -118144 -405 -118549 -18% Portfolio Summary** Beg Bal 250000 Plus Gains Realized 214781 Less Holdings at Cost 657538 Equals Cash Balance -192757 0.000222 -192757 -42.79 marg int calc Plus Holdings At Present Price 539394 Equals Total Portfolio Balance 346637 Gain YTD 96,637 38.65% BUYING POWER 76,940 Total Interest paid ytd -11153

To: DanZ who wrote (1295)	1/1/1998 1:55:00 PM
From: Richard Query	Respond to of 11568

Dan, First I would like to take this chance to thank you and the rest of all the Zer's for helping me to improve my trading/investing tremendously, and wish you all a prosperous 1998. As to 98 portfolio as so typicaly we see things a bit differently. (isn't that a suprise GGGGG) Which is one of the things I feel make the tread work so well. All of us sharing our different views. my thoughts for not using margin is that we could have also bought all the dow stocks using margin and guarenteed killing the Dow, provided it was up for the year. So the way I see it is to have beaten the dow by 50% we would have had to be up 55%+ for the year. On Stops I agree that a fixed % isn't the way to go, however I'm a firm beleaver in the use of them and should be set based on the price & type of stock. a low price stock or a volital stock might use 10 or even 20% for a stop depending, were as higher priced stock or a less volital one might only need 5-10%. Just my 2 cents Darth