Both 5 stock and 10 stock returns are shown. The first return is the average of the first five stocks listed; the second return is for all 10 stocks. In addition we show the Year-To-Date Return for each strategy which includes the compounded returns since the 12/31/99 and the Return Since Rebalance which is the return for the stocks shown since the rebalance date (whether the stock was purchased then or was held over from the previous period).
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 28, 2000
Monthly Reinvest/Rebalance
5 stock/10 stock
50.20 19.66 Unemotional Growth
40.84 49.19 Formula 90
38.02 28.14 Keystone 100
31.27 37.65 Relative Strength - 26 Week
25.87 37.34 Relative Strength - 13 Week
16.88 50.54 Relative Strength - IBD
15.00 19.74 PEG26
10.21 26.70 PEG13
9.23 Nasdaq 100 Index Trust
4.71 3.58 Plowback
3.26 9.72 Keystone
2.65 9.72 Keystone EPS
-5.42 -2.28 Spark
-7.26 S&P500 Trust (Spider)
40.84 49.19 Formula 90 return YTD Cost
43.76 51.31 Return since rebalance Basis Now
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24.06 JDSU JDS Uniphase $203.94 $253.00
12.80 QCOM Qualcomm Inc. $127.00 $143.25
51.72 SDLI SDL Inc. $259.19 $393.25
83.31 NTAP Network Appliance $100.38 $184.00
46.90 SEBL Siebel Systems $91.69 $134.69
98.06 PMCS PMC-Sierra $90.25 $178.75
85.21 QLGC Qlogic Corp. $76.47 $141.63
37.38 ORCL Oracle Corp. $49.95 $68.63
11.15 ADTN Adtran Inc. $64.75 $71.97
62.54 ADI Analog Devices $91.94 $149.44
3.26 9.72 Keystone return YTD
18.86 18.48 Return since rebalance
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24.06 JDSU JDS Uniphase $203.94 $253.00
12.80 QCOM Qualcomm Inc. $127.00 $143.25
37.38 ORCL Oracle Corp. $49.95 $68.63
0.56 YHOO Yahoo! Inc. $161.03 $161.94
19.49 SUNW Sun Microsystems $78.56 $93.88
16.86 GLW Corning Inc. $154.25 $180.25
27.38 NXTL Nextel Communic. 'A' $106.38 $135.50
28.87 AMAT Applied Materials $137.25 $176.88
9.98 EMC EMC Corp. $106.50 $117.13
7.46 AMGN Amgen $63.69 $68.44
2.65 9.72 Keystone EPS return YTD
20.73 18.48 Return since rebalance
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12.80 QCOM Qualcomm Inc. $127.00 $143.25
24.06 JDSU JDS Uniphase $203.94 $253.00
0.56 YHOO Yahoo! Inc. $161.03 $161.94
37.38 ORCL Oracle Corp. $49.95 $68.63
28.87 AMAT Applied Materials $137.25 $176.88
19.49 SUNW Sun Microsystems $78.56 $93.88
16.86 GLW Corning Inc. $154.25 $180.25
9.98 EMC EMC Corp. $106.50 $117.13
27.38 NXTL Nextel Communic. 'A' $106.38 $135.50
7.46 AMGN Amgen $63.69 $68.44
38.02 28.14 Keystone 100 return YTD
40.89 40.52 Return since rebalance
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24.06 JDSU JDS Uniphase $203.94 $253.00
83.31 NTAP Network Appliance $100.38 $184.00
46.90 SEBL Siebel Systems $91.69 $134.69
12.80 QCOM Qualcomm Inc. $127.00 $143.25
37.38 ORCL Oracle Corp. $49.95 $68.63
37.23 PEB PE Biosystems Group $74.88 $102.75
2.40 KYO Kyocera Corp. ADR $171.88 $176.00
98.06 PMCS PMC-Sierra $90.25 $178.75
62.54 ADI Analog Devices $91.94 $149.44
0.56 YHOO Yahoo! Inc. $161.03 $161.94
10.21 26.70 PEG13 return YTD
14.13 26.55 Return since rebalance
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43.37 KLIC Kulicke & Soffa $52.31 $75.00
-2.43 NOVL Novell, Inc. $33.38 $32.56
9.96 IRF Int'l Rectifier $33.25 $36.56
-5.10 TTN Titan Corp. $39.25 $37.25
24.87 PLXS Plexus Corp. $46.50 $58.06
62.54 ADI Analog Devices $91.94 $149.44
40.86 LSI LSI Logic $40.69 $57.31
16.86 GLW Corning Inc. $154.25 $180.25
37.38 ORCL Oracle Corp. $49.95 $68.63
37.23 PEB PE Biosystems Group $74.88 $102.75
15.00 19.74 PEG26 return YTD
16.54 23.98 Return since rebalance
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9.16 AAPL Apple Computer $103.75 $113.25
43.37 KLIC Kulicke & Soffa $52.31 $75.00
9.96 IRF Int'l Rectifier $33.25 $36.56
-5.10 TTN Titan Corp. $39.25 $37.25
25.28 FLEX Flextronics Int'l $49.69 $62.25
62.54 ADI Analog Devices $91.94 $149.44
9.40 NOK Nokia Corp. ADR $182.88 $200.06
29.76 SFA Scientific Atlanta $77.06 $100.00
18.06 NT Nortel Networks $95.50 $112.75
37.38 ORCL Oracle Corp. $49.95 $68.63
4.71 3.58 Plowback return YTD
17.31 13.51 Return since rebalance
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28.92 VRTS VERITAS Software $145.88 $188.06
37.38 ORCL Oracle Corp. $49.95 $68.63
3.39 CMGI CMGI Inc. $112.56 $116.38
9.40 NOK Nokia Corp. ADR $182.88 $200.06
7.46 AMGN Amgen $63.69 $68.44
-5.73 CA Computer Associates $68.69 $64.75
13.59 GTW Gateway Inc. $61.19 $69.50
13.58 INTC Intel Corp. $98.94 $112.38
-13.71 CL Colgate-Palmolive $59.25 $51.13
40.85 RTRSY Reuters ADR $90.13 $126.94
16.88 50.54 Relative Strength - IBD return YTD
23.07 46.61 Return since rebalance
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24.06 JDSU JDS Uniphase $203.94 $253.00
12.80 QCOM Qualcomm Inc. $127.00 $143.25
51.72 SDLI SDL Inc. $259.19 $393.25
-5.10 TTN Titan Corp. $39.25 $37.25
31.86 HLIT Harmonic Inc. $96.31 $127.00
83.31 NTAP Network Appliance $100.38 $184.00
46.90 SEBL Siebel Systems $91.69 $134.69
98.06 PMCS PMC-Sierra $90.25 $178.75
37.23 PEB PE Biosystems Group $74.88 $102.75
85.21 QLGC Qlogic Corp. $76.47 $141.63
25.87 37.34 Relative Strength - 13 Week return YTD
38.25 37.44 Return since rebalance
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83.31 NTAP Network Appliance $100.38 $184.00
-5.10 TTN Titan Corp. $39.25 $37.25
24.06 JDSU JDS Uniphase $203.94 $253.00
51.72 SDLI SDL Inc. $259.19 $393.25
37.23 PEB PE Biosystems Group $74.88 $102.75
37.38 ORCL Oracle Corp. $49.95 $68.63
-10.98 INTU Intuit Inc. $60.31 $53.69
12.80 QCOM Qualcomm Inc. $127.00 $143.25
98.06 PMCS PMC-Sierra $90.25 $178.75
45.89 IMNX Immunex Corp. $130.75 $190.75
31.27 37.65 Relative Strength - 26 Week return YTD
40.18 35.70 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
24.06 JDSU JDS Uniphase $203.94 $253.00
-5.10 TTN Titan Corp. $39.25 $37.25
83.31 NTAP Network Appliance $100.38 $184.00
51.72 SDLI SDL Inc. $259.19 $393.25
46.90 SEBL Siebel Systems $91.69 $134.69
12.80 QCOM Qualcomm Inc. $127.00 $143.25
37.38 ORCL Oracle Corp. $49.95 $68.63
37.23 PEB PE Biosystems Group $74.88 $102.75
36.80 CYTC Cytyc Corp. $30.06 $41.13
31.86 HLIT Harmonic Inc. $96.31 $127.00
-5.42 -2.28 Spark return YTD
4.47 9.97 Return since rebalance
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19.24 CSCO Cisco Systems $109.50 $130.56
-16.70 WMT Wal-Mart Stores $55.00 $45.81
9.40 NOK Nokia Corp. ADR $182.88 $200.06
0.44 HD Home Depot $56.31 $56.56
9.98 EMC EMC Corp. $106.50 $117.13
16.12 MOT Motorola, Inc. $136.50 $158.50
12.80 QCOM Qualcomm Inc. $127.00 $143.25
0.56 YHOO Yahoo! Inc. $161.03 $161.94
24.06 JDSU JDS Uniphase $203.94 $253.00
23.83 TMX Telefonos de Mexico ADR $53.25 $65.94
50.20 19.66 Unemotional Growth return YTD
50.45 22.56 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
24.06 JDSU JDS Uniphase $203.94 $253.00
12.80 QCOM Qualcomm Inc. $127.00 $143.25
83.31 NTAP Network Appliance $100.38 $184.00
46.90 SEBL Siebel Systems $91.69 $134.69
85.21 QLGC Qlogic Corp. $76.47 $141.63
-11.13 CTS CTS Corp. $70.19 $62.38
25.28 FLEX Flextronics Int'l $49.69 $62.25
-14.19 TIF Tiffany & Co. $74.00 $63.50
-16.01 CDWC CDW Computer Ctrs $65.41 $54.94
-10.65 TLAB Tellabs Inc. $54.00 $48.25
-7.26 SPY S&P500 Trust (Spider) $139.50 $134.88
9.23 QQQ Nasdaq 100 Index Trust $179.31 $207.00