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 below. Returns do not account for dividends, transaction costs or taxes.
Year-to-date Returns through February 7, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
10.62 10.17 PEG13
10.33 14.21 Formula 90
10.33 1.52 Keystone 100
9.32 3.17 Unemotional Growth
9.23 5.78 PEG26
3.59 Nasdaq 100 Index Trust
1.40 12.81 Relative Strength - 26 Week
1.36 17.45 Relative Strength - IBD
-2.11 S&P500 Trust (Spider)
-2.57 10.24 Relative Strength - 13 Week
-2.79 -3.09 Plowback
-3.47 -2.45 Spark
-6.04 0.85 Keystone
-8.31 0.85 Keystone EPS
10.33 14.21 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-25.58 QCOM Qualcomm Inc. $179.31 $133.44
7.51 JDSU JDS Uniphase $188.00 $202.13
20.96 SEBL Siebel Systems $85.00 $102.81
1.27 ORCL Oracle Corp. $59.06 $59.81
47.50 NTAP Network Appliance $85.00 $125.38
67.56 PMCS PMC-Sierra $158.75 $266.00
-3.76 CTS CTS Corp. $74.75 $71.94
12.09 SUNW Sun Microsystems $76.50 $85.75
11.54 SYMC Symantec Corp. $56.88 $63.44
3.01 NOK Nokia Corp. ADR $187.00 $192.63
-6.04 0.85 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
7.51 JDSU JDS Uniphase $188.00 $202.13
-25.58 QCOM Qualcomm Inc. $179.31 $133.44
1.27 ORCL Oracle Corp. $59.06 $59.81
-25.47 YHOO Yahoo! Inc. $475.00 $354.00
12.09 SUNW Sun Microsystems $76.50 $85.75
0.71 EMC EMC Corp. $114.00 $114.81
10.88 AMGN Amgen $62.40 $69.19
20.45 AMAT Applied Materials $126.50 $152.38
15.85 CSCO Cisco Systems $108.06 $125.19
-9.20 HD Home Depot $65.19 $59.19
-8.31 0.85 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
7.51 JDSU JDS Uniphase $188.00 $202.13
-25.58 QCOM Qualcomm Inc. $179.31 $133.44
-25.47 YHOO Yahoo! Inc. $475.00 $354.00
1.27 ORCL Oracle Corp. $59.06 $59.81
0.71 EMC EMC Corp. $114.00 $114.81
20.45 AMAT Applied Materials $126.50 $152.38
12.09 SUNW Sun Microsystems $76.50 $85.75
10.88 AMGN Amgen $62.40 $69.19
-9.20 HD Home Depot $65.19 $59.19
15.85 CSCO Cisco Systems $108.06 $125.19
10.33 1.52 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
7.51 JDSU JDS Uniphase $188.00 $202.13
-25.58 QCOM Qualcomm Inc. $179.31 $133.44
1.27 ORCL Oracle Corp. $59.06 $59.81
47.50 NTAP Network Appliance $85.00 $125.38
20.96 SEBL Siebel Systems $85.00 $102.81
-25.47 YHOO Yahoo! Inc. $475.00 $354.00
-26.52 CMGI CMGI Inc. $163.22 $119.94
12.82 NT Nortel Networks $100.94 $113.88
-9.34 GTW Gateway Inc. $69.56 $63.06
12.09 SUNW Sun Microsystems $76.50 $85.75
10.62 10.17 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
12.26 WAXS World Access $19.38 $21.75
52.11 IRF Int'l Rectifier $25.19 $38.31
-17.02 TTN Titan Corp. $47.00 $39.00
11.54 SYMC Symantec Corp. $56.88 $63.44
-5.79 MCRS MICROS Systems $64.75 $61.00
-4.83 ADCT ADC Telecom. $72.50 $69.00
3.01 NOK Nokia Corp. ADR $187.00 $192.63
10.11 TECH Techne Corp. $58.13 $64.00
12.82 NT Nortel Networks $100.94 $113.88
27.54 PEB PE Biosystems Group $117.31 $149.63
9.23 5.78 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
17.71 CY Cypress Semiconductor $32.81 $38.63
52.11 IRF Int'l Rectifier $25.19 $38.31
-3.76 CTS CTS Corp. $74.75 $71.94
-17.02 TTN Titan Corp. $47.00 $39.00
-2.88 MU Micron Technology $75.94 $73.75
-9.34 GTW Gateway Inc. $69.56 $63.06
4.44 CHIR Chiron Corp. $45.00 $47.00
3.01 NOK Nokia Corp. ADR $187.00 $192.63
0.71 EMC EMC Corp. $114.00 $114.81
12.82 NT Nortel Networks $100.94 $113.88
-2.79 -3.09 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
9.77 VRTS VERITAS Software $142.00 $155.88
1.27 ORCL Oracle Corp. $59.06 $59.81
-26.52 CMGI CMGI Inc. $163.22 $119.94
-9.34 GTW Gateway Inc. $69.56 $63.06
10.88 AMGN Amgen $62.40 $69.19
3.01 NOK Nokia Corp. ADR $187.00 $192.63
-26.04 DELL Dell Computer $50.88 $37.63
23.99 INTC Intel Corp. $87.00 $107.88
-8.53 MSFT Microsoft Corp. $116.56 $106.63
-9.44 CL Colgate-Palmolive $62.25 $56.38
1.36 17.45 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-25.58 QCOM Qualcomm Inc. $179.31 $133.44
-17.02 TTN Titan Corp. $47.00 $39.00
7.51 JDSU JDS Uniphase $188.00 $202.13
20.92 HLIT Harmonic Inc. $92.47 $111.81
20.96 SEBL Siebel Systems $85.00 $102.81
1.27 ORCL Oracle Corp. $59.06 $59.81
28.27 IDTI Integrated Device $28.41 $36.44
47.50 NTAP Network Appliance $85.00 $125.38
67.56 PMCS PMC-Sierra $158.75 $266.00
23.12 IDPH IDEC Pharmac. $93.25 $114.81
-2.57 10.24 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-17.02 TTN Titan Corp. $47.00 $39.00
7.51 JDSU JDS Uniphase $188.00 $202.13
-25.58 QCOM Qualcomm Inc. $179.31 $133.44
20.96 SEBL Siebel Systems $85.00 $102.81
1.27 ORCL Oracle Corp. $59.06 $59.81
47.50 NTAP Network Appliance $85.00 $125.38
57.29 IMNX Immunex Corp. $102.00 $160.44
-25.47 YHOO Yahoo! Inc. $475.00 $354.00
23.12 IDPH IDEC Pharmac. $93.25 $114.81
12.82 NT Nortel Networks $100.94 $113.88
1.40 12.81 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
7.51 JDSU JDS Uniphase $188.00 $202.13
-17.02 TTN Titan Corp. $47.00 $39.00
-25.58 QCOM Qualcomm Inc. $179.31 $133.44
20.92 HLIT Harmonic Inc. $92.47 $111.81
21.16 CYTC Cytyc Corp. $29.69 $35.97
1.27 ORCL Oracle Corp. $59.06 $59.81
47.50 NTAP Network Appliance $85.00 $125.38
20.96 SEBL Siebel Systems $85.00 $102.81
28.27 IDTI Integrated Device $28.41 $36.44
23.12 IDPH IDEC Pharmac. $93.25 $114.81
-3.47 -2.45 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
15.85 CSCO Cisco Systems $108.06 $125.19
-17.40 WMT Wal-Mart Stores $66.81 $55.19
23.99 INTC Intel Corp. $87.00 $107.88
-30.57 AOL America Online $83.00 $57.63
-9.20 HD Home Depot $65.19 $59.19
12.82 NT Nortel Networks $100.94 $113.88
-26.04 DELL Dell Computer $50.88 $37.63
0.71 EMC EMC Corp. $114.00 $114.81
-25.47 YHOO Yahoo! Inc. $475.00 $354.00
30.79 TXN Texas Instruments $102.84 $134.50
9.32 3.17 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-25.58 QCOM Qualcomm Inc. $179.31 $133.44
7.51 JDSU JDS Uniphase $188.00 $202.13
20.96 SEBL Siebel Systems $85.00 $102.81
47.50 NTAP Network Appliance $85.00 $125.38
-3.76 CTS CTS Corp. $74.75 $71.94
-4.66 CDWC CDW Computer Ctrs $69.03 $65.81
-6.29 TLAB Tellabs Inc. $65.63 $61.50
-31.68 AEOS Amer. Eagle Out. $44.00 $30.06
-17.66 TIF Tiffany & Co. $84.94 $69.94
45.37 JMED Jones Pharma $44.50 $64.69
-2.11 SPY S&P500 Trust (Spider) $145.44 $142.38
3.59 QQQ Nasdaq 100 Index Trust $189.50 $196.31