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


To: Susan Saline who wrote (2406)12/30/1998 7:24:00 PM
From: Ron McKinnon  Read Replies (3) | Respond to of 11568
 
STATUS 12/30

if we want to start off 1/1 with $500,000 again?
will need to sell of some
I'll sell WHX, keep the 2 others; less than $100,000 total

if anyone does not want me to post a year end wrap up please private message me

closed
TECD 12/23 sue 1000 34.8750 34875 12/29 36.7500 36750 1875 -15 1860 5%

Z PORTFOLIO
Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L %
Sold


ACMR 12/10 ron 10000 5.2500 52500 5.8750 58750 6250 -15 6235 12%
AOL 12/16 larry 500 96.7500 48375 147.4375 73719 25344 -15 25329 52%
ASHW 12/18 ron 10000 4.3750 43750 5.1250 51250 7500 -15 7485 17%
CBS 8/14 larry 900 28.1250 25313 31.8750 28688 3375 -15 3360 13%
CD 11/20 larry 2000 15.0000 30000 18.9375 37875 7875 -15 7860 26%
CMOS 12/21 dan 4000 17.1173 68469 17.3125 69250 781 -15 766 1%
CPQ 12/11 larry 1500 40.6250 60938 42.5625 63844 2906 -15 2891 5%
CPU 12/11 dan 3000 12.9375 38813 13.1250 39375 563 -15 548 1%
CYCH 12/3 larry 2000 14.6875 29375 15.0000 30000 625 -15 610 2%
HYPT 12/11 larry 3000 12.3750 37125 13.7500 41250 4125 -15 4110 11%
RIG 12/29 paul 1000 24.1875 24188 24.9375 24938 750 -15 735 3%
TOY 12/29 dan 3000 16.8750 50625 16.4375 49313 -1313 -15 -1328 -3%
TWX 12/16 larry 1000 53.8750 53875 60.8750 60875 7000 -15 6985 13%
UMG 11/12 larry 1000 37.6250 37625 45.1875 45188 7563 -15 7548 20%
VLSI 12/21 dan 5000 11.4876 57438 11.0000 55000 -2438 -15 -2453 -4%
WHX 12/10 ron 3000 10.3750 31125 10.2500 30750 -375 -15 -390 -1%
*** *** *** *** *** 689532 760063 70531 -240 70291 10%

Portfolio Summary

Beg Bal 500000
Plus Gains Realized 263729
Less Holdings at Cost 689532
Equals Cash Balance 74197
Plus Holdings At Present Price 759823
Equals Total Portfolio Balance 834019

Portfolio Change YTD 334019 66.80%