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

To: DanZ who wrote (1310)	1/4/1998 2:54:00 AM
From: Larry S.	Read Replies (1) \| Respond to of 11568

Portfolio: - I posted a sell of CAV and LSS at year end, so they should be removed from the portfolio. Also, I think KLIC should be sold or considered sold as there is no current sponsor. I was able not able to access the site. I logged out of my yahoo and copied and pasted the URL, but couldn't access. The only way i could was by logging in using the login name and password. It will be interesting to see if others can access the site by clicking on the url. I would encourage that we strive for a maximum $ amount of 20-30K per issue and also encourage greater participation by Z participants and by many of our new friends on MIRC. Thanks for doing the work on the portfolio. Larry

To: DanZ who wrote (1310)	1/4/1998 11:22:00 AM
From: Ron McKinnon	Respond to of 11568

1998 Z Portfolio ok, here is my first stab at our portfolio I have incorporated the following: beginning balance is $500,000 in a CASH account all stocks have been "sold" as of the 12/31 close as per sponsor's posts all holdings have been "market to market" as of 12/31 close (note: this is debatable but I really need to do this in order to simplify my bookeeping, please allow this) I will next post the portfolio as of 1/2 reflecting the new buys if there are any changes necessary please post Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold AAC 12/31 dan 2500 7.438 18594 7.438 18594 0 -15 -15 0% ADAC 12/31 dan 1500 19.750 29625 19.750 29625 0 -15 -15 0% ESOL 12/31 dan 2400 4.250 10200 4.250 10200 0 -15 -15 0% INTV 12/31 dan 3000 7.500 22500 7.500 22500 0 -15 -15 0% INTV 12/31 dan 2500 7.500 18750 7.500 18750 0 -15 -15 0% LNET 12/31 dan 2500 11.000 27500 11.000 27500 0 -15 -15 0% LSI 12/31 dan 800 19.625 15700 19.625 15700 0 -15 -15 0% MPARY 12/31 ron 5000 5.875 29375 5.875 29375 0 -15 -15 0% MUEI 12/31 larry 3000 9.125 27375 9.125 27375 0 -15 -15 0% NTN 12/31 sue 10000 1.000 10000 1.000 10000 0 -15 -15 0% PETM 12/31 dan 1500 7.250 10875 7.250 10875 0 -15 -15 0% PETM 12/31 dan 1000 7.250 7250 7.250 7250 0 -15 -15 0% PETM 12/31 dan 2000 7.250 14500 7.250 14500 0 -15 -15 0% PETM 12/31 dan 2000 7.250 14500 7.250 14500 0 -15 -15 0% RII 12/31 larry 1000 23.313 23313 23.313 23313 0 -15 -15 0% SCOP 12/31 dan 2000 12.000 24000 12.000 24000 0 -15 -15 0% * * * * * 304056 304056 0 -240 -240 0% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 0 Less Holdings at Cost 304056 Equals Cash Balance 195944 Plus Holdings At Present Price 304056 Equals Total Portfolio Balance 500000

To: DanZ who wrote (1310)	1/4/1998 11:37:00 AM
From: Ron McKinnon	Read Replies (1) \| Respond to of 11568

Status as of 1/2 Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold AAC 12/31 dan 2500 7.438 18594 7.313 18281 -313 -15 -328 -2% ADAC 12/31 dan 1500 19.750 29625 19.875 29813 188 -15 173 1% ADAC 1/2 dan 1000 18.938 18938 19.875 19875 938 -15 923 5% ESOL 12/31 dan 2400 4.250 10200 4.844 11625 1425 -15 1410 14% INTV 12/31 dan 3000 7.500 22500 7.750 23250 750 -15 735 3% INTV 12/31 dan 2500 7.500 18750 7.750 19375 625 -15 610 3% IOM 1/2 sue 2000 12.250 24500 12.375 24750 250 -15 235 1% LNET 12/31 dan 2500 11.000 27500 11.000 27500 0 -15 -15 0% LSI 12/31 dan 800 19.625 15700 21.500 17200 1500 -15 1485 10% MPARY 12/31 ron 5000 5.875 29375 6.125 30625 1250 -15 1235 4% MUEI 12/31 larry 3000 9.125 27375 9.370 28110 735 -15 720 3% NTN 12/31 sue 10000 1.000 10000 1.250 12500 2500 -15 2485 25% PETM 12/31 dan 1500 7.250 10875 7.625 11438 563 -15 548 5% PETM 12/31 dan 1000 7.250 7250 7.625 7625 375 -15 360 5% PETM 12/31 dan 2000 7.250 14500 7.625 15250 750 -15 735 5% PETM 12/31 dan 2000 7.250 14500 7.625 15250 750 -15 735 5% RII 12/31 larry 1000 23.313 23313 23.688 23688 375 -15 360 2% SCOP 12/31 dan 2000 12.000 24000 12.938 25875 1875 -15 1860 8% * * * * * 347494 362029 14535 -270 14265 4% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 0 Less Holdings at Cost 347494 Equals Cash Balance 152506 Plus Holdings At Present Price 361759 Equals Total Portfolio Balance 514265 Portfolio Change YTD 14265 2.85%