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Workshop Returns
All stocks were selected on 12/31/98 and will be held a full year.
Although the original Investing for Growth and Unemotional Growth models are designed to
be used on shorter cycles, for the sake of even tests and simplicity, we're tracking the
annual models this year. It's incorrect to infer that an annual holding is optimal for
those two methods. To see returns from an Unemotional Growth portfolio that has been
updated monthly, click here.
Note: Returns assume an even dollar amount invested in each stock. "Cost basis"
is the split-adjusted purchase price. "Now" is the closing price as of the date
above.
Year-to-date Returns through: April 28, 1999 |
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53.93 |
RS - IBD |
|||
32.69 |
RS - 26 Week |
|||
25.50 |
Beta |
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24.18 |
Formula90 |
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17.92 |
PEG 5 |
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17.01 |
Spark 5 |
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16.31 |
Nasdaq |
|||
15.97 |
Keystone |
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9.78 |
S&P Spiders |
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4.31 |
IFG - Classic |
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-3.79 |
Low PSR |
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-9.35 |
Unemotional Growth |
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17.01 |
Spark 5 |
Cost Basis |
Now |
|
18.44 |
MSFT |
Microsoft |
$69.34 |
$82.13 |
12.22 |
DELL |
Dell Computer |
$37.09 |
$41.63 |
22.88 |
NOK |
Nokia Corp ADS |
$60.22 |
$74.00 |
29.71 |
EMC |
EMC Corp |
$85.00 |
$110.25 |
1.82 |
GDT |
Guidant Corp |
$55.00 |
$56.00 |
15.97 |
Keystone |
|||
84.35 |
AOL |
America Online |
$77.57 |
$143.00 |
29.71 |
EMC |
EMC Corp |
$85.00 |
$110.25 |
-5.00 |
ORCL |
Oracle Corp. |
$28.75 |
$27.31 |
11.18 |
IBM |
IBM |
$184.38 |
$205.00 |
3.16 |
INTC |
Intel |
$59.31 |
$61.19 |
12.22 |
DELL |
Dell Computer |
$37.09 |
$41.63 |
20.41 |
CSCO |
Cisco Systems |
$92.81 |
$111.75 |
0.81 |
HD |
Home Depot |
$61.19 |
$61.69 |
-11.54 |
BLS |
BellSouth |
$49.88 |
$44.13 |
14.41 |
TWX |
Time Warner |
$62.06 |
$71.00 |
53.93 |
Relative Strength - IBD |
|||
46.45 |
YHOO |
Yahoo! Inc. |
$118.47 |
$173.50 |
84.35 |
AOL |
America Online |
$77.57 |
$143.00 |
21.20 |
DY |
Dycom Inds. |
$38.11 |
$46.19 |
29.71 |
EMC |
EMC Corp |
$85.00 |
$110.25 |
22.88 |
NOK |
Nokia Corp ADS |
$60.22 |
$74.00 |
9.21 |
SLR |
Solectron Corp. |
$46.47 |
$50.75 |
98.43 |
SCH |
Schwab, Charles |
$56.19 |
$111.50 |
181.34 |
VISX |
VISX, Inc. |
$43.72 |
$123.00 |
30.26 |
ANN |
Ann Taylor Stores |
$39.44 |
$51.38 |
15.47 |
AEOSD |
American Eagle Out. |
$66.63 |
$76.94 |
32.69 |
Relative Strength - 26 Week |
|||
46.45 |
YHOO |
Yahoo! Inc. |
$118.47 |
$173.50 |
84.35 |
AOL |
America Online |
$77.57 |
$143.00 |
98.43 |
SCH |
Schwab, Charles |
$56.19 |
$111.50 |
13.37 |
MNMD |
MiniMed, Inc. |
$52.38 |
$59.38 |
9.21 |
SLR |
Solectron Corp. |
$46.47 |
$50.75 |
43.50 |
SUNW |
Sun Microsystems |
$42.82 |
$61.44 |
29.71 |
EMC |
EMC Corp |
$85.00 |
$110.25 |
-5.00 |
ORCL |
Oracle Corp. |
$28.75 |
$27.31 |
30.26 |
ANN |
Ann Taylor Stores |
$39.44 |
$51.38 |
-23.37 |
GENZ |
Genzyme Corp. |
$49.75 |
$38.13 |
-9.35 |
Unemotional Growth |
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12.22 |
DELL |
Dell Computer |
$37.09 |
$41.63 |
-79.25 |
NETA |
Network Assoc. |
$66.25 |
$13.75 |
-11.77 |
PZZA |
Papa John's Int'l |
$44.13 |
$38.94 |
13.37 |
MNMD |
MiniMed, Inc. |
$52.38 |
$59.38 |
3.38 |
SPLS |
Staples, Inc. |
$29.14 |
$30.13 |
-21.25 |
CEFT |
Concord EFS |
$42.38 |
$33.38 |
-33.60 |
CPWR |
Compuware Corp. |
$39.06 |
$25.94 |
63.63 |
TLAB |
Tellabs, Inc. |
$68.56 |
$112.19 |
-10.73 |
DLTR |
Dollar Tree |
$43.69 |
$39.00 |
-29.52 |
FEET |
Just For Feet |
$17.38 |
$12.25 |
4.31 |
Investing for Growth - Classic |
|||
-17.16 |
DV |
DeVry, Inc. |
$30.63 |
$25.38 |
0.81 |
HD |
Home Depot |
$61.19 |
$61.69 |
9.40 |
LOW |
Lowe's Cos. |
$51.19 |
$56.00 |
-2.94 |
BMCS |
BMC Software |
$44.56 |
$43.25 |
18.44 |
MSFT |
Microsoft |
$69.34 |
$82.13 |
-5.00 |
ORCL |
Oracle Corp. |
$28.75 |
$27.31 |
3.52 |
PAYX |
Paychex Inc. |
$51.44 |
$53.25 |
-5.92 |
SEIC |
SEI Investments |
$99.38 |
$93.50 |
12.22 |
DELL |
Dell Computer |
$37.09 |
$41.63 |
29.71 |
EMC |
EMC Corp |
$85.00 |
$110.25 |
25.50 |
Beta |
|||
-79.25 |
NETA |
Network Assoc. |
$66.25 |
$13.75 |
98.43 |
SCH |
Schwab, Charles |
$56.19 |
$111.50 |
-22.79 |
WSM |
Williams-Sonoma |
$40.31 |
$31.13 |
46.45 |
YHOO |
Yahoo! Inc. |
$118.47 |
$173.50 |
44.35 |
COF |
Capital One |
$115.00 |
$166.00 |
84.35 |
AOL |
America Online |
$77.57 |
$143.00 |
63.63 |
TLAB |
Tellabs, Inc. |
$68.56 |
$112.19 |
9.90 |
SANM |
Sanmina Corp. |
$62.50 |
$68.69 |
9.21 |
SLR |
Solectron Corp. |
$46.47 |
$50.75 |
0.67 |
VTSS |
Vitesse Semi |
$45.63 |
$45.94 |
24.18 |
Formula 90 |
|||
21.20 |
DY |
Dycom Inds. |
$38.11 |
$46.19 |
29.71 |
EMC |
EMC Corp |
$85.00 |
$110.25 |
22.88 |
NOK |
Nokia Corp ADS |
$60.22 |
$74.00 |
9.21 |
SLR |
Solectron Corp. |
$46.47 |
$50.75 |
98.43 |
SCH |
Schwab, Charles |
$56.19 |
$111.50 |
12.22 |
DELL |
Dell Computer |
$37.09 |
$41.63 |
13.37 |
MNMD |
MiniMed, Inc. |
$52.38 |
$59.38 |
24.25 |
LXK |
Lexmark Int'l 'A' |
$100.50 |
$124.88 |
0.67 |
VTSS |
Vitesse Semi |
$45.63 |
$45.94 |
9.90 |
SANM |
Sanmina Corp. |
$62.50 |
$68.69 |
-3.79 |
Low Price/Sales |
|||
-14.67 |
SWY |
Safeway Inc. |
$60.94 |
$52.00 |
29.06 |
ZQK |
Quicksilver Inc. |
$20.00 |
$25.81 |
4.77 |
BDY |
Bindley Western |
$29.53 |
$30.94 |
-11.93 |
CVS |
CVS Corp. |
$55.00 |
$48.44 |
-39.61 |
BBC |
Bergen Brunswig |
$34.88 |
$21.06 |
-14.41 |
RI |
Ruby Tuesday |
$21.25 |
$18.19 |
-0.45 |
EAT |
Brinker Int'l |
$28.88 |
$28.75 |
20.79 |
WMT |
Wal-Mart Stores |
$40.72 |
$49.19 |
-9.31 |
UFS |
U.S. Foodservice |
$49.00 |
$44.44 |
-2.15 |
JEC |
Jacobs Engineering |
$40.75 |
$39.88 |
17.92 |
PEG 5 |
|||
-36.51 |
OMI |
Owens & Minor |
$15.75 |
$10.00 |
15.47 |
AEOSD |
American Eagle Out. |
$66.63 |
$76.94 |
30.26 |
ANN |
Ann Taylor Stores |
$39.44 |
$51.38 |
64.56 |
BBY |
Best Buy Co. |
$30.69 |
$50.50 |
15.81 |
BGEN |
Biogen Inc. |
$83.00 |
$96.13 |
9.78 |
SPY |
Spiders |
$123.31 |
$135.38 |
16.31 |
COMPX |
Nasdaq |
$2,192.69 |
$2,550.37 |