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 14, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
16.91 17.87 Formula 90
16.91 4.19 Keystone 100
14.78 6.33 Unemotional Growth
9.18 13.39 PEG13
6.92 3.81 PEG26
5.28 Nasdaq 100 Index Trust
4.31 21.89 Relative Strength - IBD
1.98 16.95 Relative Strength - 26 Week
-1.21 12.75 Relative Strength - 13 Week
-1.39 -1.42 Spark
-4.08 S&P500 Trust (Spider)
-4.54 -4.88 Plowback
-5.41 1.89 Keystone
-9.06 1.89 Keystone EPS
16.91 17.87 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-29.10 QCOM Qualcomm Inc. $179.31 $127.13
7.68 JDSU JDS Uniphase $188.00 $202.44
26.18 SEBL Siebel Systems $85.00 $107.25
5.29 ORCL Oracle Corp. $59.06 $62.19
74.49 NTAP Network Appliance $85.00 $148.31
63.94 PMCS PMC-Sierra $79.38 $130.13
-5.35 CTS CTS Corp. $74.75 $70.75
19.28 SUNW Sun Microsystems $76.50 $91.25
12.53 SYMC Symantec Corp. $56.88 $64.00
3.74 NOK Nokia Corp. ADR $187.00 $194.00
-5.41 1.89 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
7.68 JDSU JDS Uniphase $188.00 $202.44
-29.10 QCOM Qualcomm Inc. $179.31 $127.13
5.29 ORCL Oracle Corp. $59.06 $62.19
-30.21 YHOO Yahoo! Inc. $237.50 $165.75
19.28 SUNW Sun Microsystems $76.50 $91.25
1.04 EMC EMC Corp. $114.00 $115.19
4.27 AMGN Amgen $62.40 $65.06
27.32 AMAT Applied Materials $126.50 $161.06
20.76 CSCO Cisco Systems $108.06 $130.50
-7.48 HD Home Depot $65.19 $60.31
-9.06 1.89 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
7.68 JDSU JDS Uniphase $188.00 $202.44
-29.10 QCOM Qualcomm Inc. $179.31 $127.13
-30.21 YHOO Yahoo! Inc. $237.50 $165.75
5.29 ORCL Oracle Corp. $59.06 $62.19
1.04 EMC EMC Corp. $114.00 $115.19
27.32 AMAT Applied Materials $126.50 $161.06
19.28 SUNW Sun Microsystems $76.50 $91.25
4.27 AMGN Amgen $62.40 $65.06
-7.48 HD Home Depot $65.19 $60.31
20.76 CSCO Cisco Systems $108.06 $130.50
16.91 4.19 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
7.68 JDSU JDS Uniphase $188.00 $202.44
-29.10 QCOM Qualcomm Inc. $179.31 $127.13
5.29 ORCL Oracle Corp. $59.06 $62.19
74.49 NTAP Network Appliance $85.00 $148.31
26.18 SEBL Siebel Systems $85.00 $107.25
-30.21 YHOO Yahoo! Inc. $237.50 $165.75
-29.24 CMGI CMGI Inc. $163.22 $115.50
19.32 NT Nortel Networks $100.94 $120.44
-21.74 GTW Gateway Inc. $69.56 $54.44
19.28 SUNW Sun Microsystems $76.50 $91.25
9.18 13.39 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
12.26 WAXS World Access $19.38 $21.75
44.91 IRF Int'l Rectifier $25.19 $36.50
-16.09 TTN Titan Corp. $47.00 $39.44
12.53 SYMC Symantec Corp. $56.88 $64.00
-7.72 MCRS MICROS Systems $64.75 $59.75
3.45 ADCT ADC Telecom. $72.50 $75.00
3.74 NOK Nokia Corp. ADR $187.00 $194.00
23.76 TECH Techne Corp. $58.13 $71.94
19.32 NT Nortel Networks $100.94 $120.44
37.77 PEB PE Biosystems Group $117.31 $161.63
6.92 3.81 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
21.90 CY Cypress Semiconductor $32.81 $40.00
44.91 IRF Int'l Rectifier $25.19 $36.50
-5.35 CTS CTS Corp. $74.75 $70.75
-16.09 TTN Titan Corp. $47.00 $39.44
-10.78 MU Micron Technology $75.94 $67.75
-21.74 GTW Gateway Inc. $69.56 $54.44
1.11 CHIR Chiron Corp. $45.00 $45.50
3.74 NOK Nokia Corp. ADR $187.00 $194.00
1.04 EMC EMC Corp. $114.00 $115.19
19.32 NT Nortel Networks $100.94 $120.44
-4.54 -4.88 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
18.71 VRTS VERITAS Software $142.00 $168.56
5.29 ORCL Oracle Corp. $59.06 $62.19
-29.24 CMGI CMGI Inc. $163.22 $115.50
-21.74 GTW Gateway Inc. $69.56 $54.44
4.27 AMGN Amgen $62.40 $65.06
3.74 NOK Nokia Corp. ADR $187.00 $194.00
-28.38 DELL Dell Computer $50.88 $36.44
26.29 INTC Intel Corp. $87.00 $109.88
-14.53 MSFT Microsoft Corp. $116.56 $99.63
-13.25 CL Colgate-Palmolive $62.25 $54.00
4.31 21.89 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-29.10 QCOM Qualcomm Inc. $179.31 $127.13
-16.09 TTN Titan Corp. $47.00 $39.44
7.68 JDSU JDS Uniphase $188.00 $202.44
32.87 HLIT Harmonic Inc. $92.47 $122.86
26.18 SEBL Siebel Systems $85.00 $107.25
5.29 ORCL Oracle Corp. $59.06 $62.19
26.29 IDTI Integrated Device $28.41 $35.88
74.49 NTAP Network Appliance $85.00 $148.31
63.94 PMCS PMC-Sierra $79.38 $130.13
27.41 IDPH IDEC Pharmac. $93.25 $118.81
-1.21 12.75 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-16.09 TTN Titan Corp. $47.00 $39.44
7.68 JDSU JDS Uniphase $188.00 $202.44
-29.10 QCOM Qualcomm Inc. $179.31 $127.13
26.18 SEBL Siebel Systems $85.00 $107.25
5.29 ORCL Oracle Corp. $59.06 $62.19
74.49 NTAP Network Appliance $85.00 $148.31
42.52 IMNX Immunex Corp. $102.00 $145.38
-30.21 YHOO Yahoo! Inc. $237.50 $165.75
27.41 IDPH IDEC Pharmac. $93.25 $118.81
19.32 NT Nortel Networks $100.94 $120.44
1.98 16.95 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
7.68 JDSU JDS Uniphase $188.00 $202.44
-16.09 TTN Titan Corp. $47.00 $39.44
-29.10 QCOM Qualcomm Inc. $179.31 $127.13
32.87 HLIT Harmonic Inc. $92.47 $122.86
14.53 CYTC Cytyc Corp. $29.69 $34.00
5.29 ORCL Oracle Corp. $59.06 $62.19
74.49 NTAP Network Appliance $85.00 $148.31
26.18 SEBL Siebel Systems $85.00 $107.25
26.29 IDTI Integrated Device $28.41 $35.88
27.41 IDPH IDEC Pharmac. $93.25 $118.81
-1.39 -1.42 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
20.76 CSCO Cisco Systems $108.06 $130.50
-13.38 WMT Wal-Mart Stores $66.81 $57.88
26.29 INTC Intel Corp. $87.00 $109.88
-33.13 AOL America Online $83.00 $55.50
-7.48 HD Home Depot $65.19 $60.31
19.32 NT Nortel Networks $100.94 $120.44
-28.38 DELL Dell Computer $50.88 $36.44
1.04 EMC EMC Corp. $114.00 $115.19
-30.21 YHOO Yahoo! Inc. $237.50 $165.75
30.91 TXN Texas Instruments $102.84 $134.63
14.78 6.33 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-29.10 QCOM Qualcomm Inc. $179.31 $127.13
7.68 JDSU JDS Uniphase $188.00 $202.44
26.18 SEBL Siebel Systems $85.00 $107.25
74.49 NTAP Network Appliance $85.00 $148.31
-5.35 CTS CTS Corp. $74.75 $70.75
-0.72 CDWC CDW Computer Ctrs $69.03 $68.53
-7.71 TLAB Tellabs Inc. $65.63 $60.56
-35.23 AEOS Amer. Eagle Out. $44.00 $28.50
-21.41 TIF Tiffany & Co. $84.94 $66.75
54.49 JMED Jones Pharma $44.50 $68.75
-4.08 SPY S&P500 Trust (Spider) $145.44 $139.50
5.28 QQQ Nasdaq 100 Index Trust $189.50 $199.50