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 22, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
25.85 25.34 Formula 90
25.85 6.80 Keystone 100
22.48 5.56 Unemotional Growth
9.27 31.37 Relative Strength - IBD
6.87 23.85 Relative Strength - 26 Week
5.01 13.32 PEG13
4.22 Nasdaq 100 Index Trust
3.06 1.64 PEG26
2.82 21.40 Relative Strength - 13 Week
-4.79 -5.25 Plowback
-6.55 1.56 Keystone
-7.20 S&P500 Trust (Spider)
-9.25 1.56 Keystone EPS
-9.57 -4.58 Spark
25.85 25.34 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-27.19 QCOM Qualcomm Inc. $179.31 $130.56
14.23 JDSU JDS Uniphase $188.00 $214.75
43.38 SEBL Siebel Systems $85.00 $121.88
0.42 ORCL Oracle Corp. $59.06 $59.31
98.38 NTAP Network Appliance $85.00 $168.63
106.54 PMCS PMC-Sierra $79.38 $163.94
-16.39 CTS CTS Corp. $74.75 $62.50
15.03 SUNW Sun Microsystems $76.50 $88.00
13.08 SYMC Symantec Corp. $56.88 $64.31
5.88 NOK Nokia Corp. ADR $187.00 $198.00
-6.55 1.56 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
14.23 JDSU JDS Uniphase $188.00 $214.75
-27.19 QCOM Qualcomm Inc. $179.31 $130.56
0.42 ORCL Oracle Corp. $59.06 $59.31
-35.24 YHOO Yahoo! Inc. $237.50 $153.81
15.03 SUNW Sun Microsystems $76.50 $88.00
1.54 EMC EMC Corp. $114.00 $115.75
8.18 AMGN Amgen $62.40 $67.50
41.34 AMAT Applied Materials $126.50 $178.80
14.69 CSCO Cisco Systems $108.06 $123.94
-17.45 HD Home Depot $65.19 $53.81
-9.25 1.56 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
14.23 JDSU JDS Uniphase $188.00 $214.75
-27.19 QCOM Qualcomm Inc. $179.31 $130.56
-35.24 YHOO Yahoo! Inc. $237.50 $153.81
0.42 ORCL Oracle Corp. $59.06 $59.31
1.54 EMC EMC Corp. $114.00 $115.75
41.34 AMAT Applied Materials $126.50 $178.80
15.03 SUNW Sun Microsystems $76.50 $88.00
8.18 AMGN Amgen $62.40 $67.50
-17.45 HD Home Depot $65.19 $53.81
14.69 CSCO Cisco Systems $108.06 $123.94
25.85 6.80 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
14.23 JDSU JDS Uniphase $188.00 $214.75
-27.19 QCOM Qualcomm Inc. $179.31 $130.56
0.42 ORCL Oracle Corp. $59.06 $59.31
98.38 NTAP Network Appliance $85.00 $168.63
43.38 SEBL Siebel Systems $85.00 $121.88
-35.24 YHOO Yahoo! Inc. $237.50 $153.81
-35.82 CMGI CMGI Inc. $163.22 $104.75
12.57 NT Nortel Networks $100.94 $113.63
-17.79 GTW Gateway Inc. $69.56 $57.19
15.03 SUNW Sun Microsystems $76.50 $88.00
5.01 13.32 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2.58 WAXS World Access $19.38 $19.88
42.93 IRF Int'l Rectifier $25.19 $36.00
-16.76 TTN Titan Corp. $47.00 $39.13
13.08 SYMC Symantec Corp. $56.88 $64.31
-16.80 MCRS MICROS Systems $64.75 $53.88
29.14 ADCT ADC Telecom. $36.25 $46.81
5.88 NOK Nokia Corp. ADR $187.00 $198.00
25.05 TECH Techne Corp. $58.13 $72.69
12.57 NT Nortel Networks $100.94 $113.63
35.54 PEB PE Biosystems Group $58.66 $79.50
3.06 1.64 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
20.57 CY Cypress Semiconductor $32.81 $39.56
42.93 IRF Int'l Rectifier $25.19 $36.00
-16.39 CTS CTS Corp. $74.75 $62.50
-16.76 TTN Titan Corp. $47.00 $39.13
-15.06 MU Micron Technology $75.94 $64.50
-17.79 GTW Gateway Inc. $69.56 $57.19
-1.11 CHIR Chiron Corp. $45.00 $44.50
5.88 NOK Nokia Corp. ADR $187.00 $198.00
1.54 EMC EMC Corp. $114.00 $115.75
12.57 NT Nortel Networks $100.94 $113.63
-4.79 -5.25 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
21.08 VRTS VERITAS Software $142.00 $171.94
0.42 ORCL Oracle Corp. $59.06 $59.31
-35.82 CMGI CMGI Inc. $163.22 $104.75
-17.79 GTW Gateway Inc. $69.56 $57.19
8.18 AMGN Amgen $62.40 $67.50
5.88 NOK Nokia Corp. ADR $187.00 $198.00
-21.74 DELL Dell Computer $50.88 $39.81
22.70 INTC Intel Corp. $87.00 $106.75
-19.52 MSFT Microsoft Corp. $116.56 $93.81
-15.86 CL Colgate-Palmolive $62.25 $52.38
9.27 31.37 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-27.19 QCOM Qualcomm Inc. $179.31 $130.56
-16.76 TTN Titan Corp. $47.00 $39.13
14.23 JDSU JDS Uniphase $188.00 $214.75
32.68 HLIT Harmonic Inc. $92.47 $122.69
43.38 SEBL Siebel Systems $85.00 $121.88
0.42 ORCL Oracle Corp. $59.06 $59.31
28.05 IDTI Integrated Device $28.41 $36.38
98.38 NTAP Network Appliance $85.00 $168.63
106.54 PMCS PMC-Sierra $79.38 $163.94
33.91 IDPH IDEC Pharmac. $93.25 $124.88
2.82 21.40 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-16.76 TTN Titan Corp. $47.00 $39.13
14.23 JDSU JDS Uniphase $188.00 $214.75
-27.19 QCOM Qualcomm Inc. $179.31 $130.56
43.38 SEBL Siebel Systems $85.00 $121.88
0.42 ORCL Oracle Corp. $59.06 $59.31
98.38 NTAP Network Appliance $85.00 $168.63
90.26 IMNX Immunex Corp. $102.00 $194.06
-35.24 YHOO Yahoo! Inc. $237.50 $153.81
33.91 IDPH IDEC Pharmac. $93.25 $124.88
12.57 NT Nortel Networks $100.94 $113.63
6.87 23.85 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
14.23 JDSU JDS Uniphase $188.00 $214.75
-16.76 TTN Titan Corp. $47.00 $39.13
-27.19 QCOM Qualcomm Inc. $179.31 $130.56
32.68 HLIT Harmonic Inc. $92.47 $122.69
31.37 CYTC Cytyc Corp. $29.69 $39.00
0.42 ORCL Oracle Corp. $59.06 $59.31
98.38 NTAP Network Appliance $85.00 $168.63
43.38 SEBL Siebel Systems $85.00 $121.88
28.05 IDTI Integrated Device $28.41 $36.38
33.91 IDPH IDEC Pharmac. $93.25 $124.88
-9.57 -4.58 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
14.69 CSCO Cisco Systems $108.06 $123.94
-27.88 WMT Wal-Mart Stores $66.81 $48.19
22.70 INTC Intel Corp. $87.00 $106.75
-39.91 AOL America Online $83.00 $49.88
-17.45 HD Home Depot $65.19 $53.81
12.57 NT Nortel Networks $100.94 $113.63
-21.74 DELL Dell Computer $50.88 $39.81
1.54 EMC EMC Corp. $114.00 $115.75
-35.24 YHOO Yahoo! Inc. $237.50 $153.81
44.89 TXN Texas Instruments $102.84 $149.00
22.48 5.56 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-27.19 QCOM Qualcomm Inc. $179.31 $130.56
14.23 JDSU JDS Uniphase $188.00 $214.75
43.38 SEBL Siebel Systems $85.00 $121.88
98.38 NTAP Network Appliance $85.00 $168.63
-16.39 CTS CTS Corp. $74.75 $62.50
-14.89 CDWC CDW Computer Ctrs $69.03 $58.75
-14.67 TLAB Tellabs Inc. $65.63 $56.00
-48.30 AEOS Amer. Eagle Out. $44.00 $22.75
-33.21 TIF Tiffany & Co. $84.94 $56.73
54.21 JMED Jones Pharma $44.50 $68.63
-7.20 SPY S&P500 Trust (Spider) $145.44 $134.97
4.22 QQQ Nasdaq 100 Index Trust $189.50 $197.50