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 March 13, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
59.02 53.45 Formula 90
59.02 27.50 Keystone 100
46.61 16.43 Unemotional Growth
26.65 16.65 PEG26
26.34 60.27 Relative Strength - IBD
24.69 47.43 Relative Strength - 26 Week
24.17 39.03 Relative Strength - 13 Week
21.22 29.50 PEG13
17.35 Nasdaq 100 Index Trust
13.59 8.42 Plowback
7.90 9.93 Keystone
6.34 9.93 Keystone EPS
-1.57 7.23 Spark
-4.71 S&P500 Trust (Spider)
59.02 53.45 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-27.40 QCOM Qualcomm Inc. $179.31 $130.19
40.76 JDSU JDS Uniphase $94.00 $132.31
80.00 SEBL Siebel Systems $85.00 $153.00
33.33 ORCL Oracle Corp. $59.06 $78.75
168.38 NTAP Network Appliance $85.00 $228.13
200.16 PMCS PMC-Sierra $79.38 $238.25
-28.68 CTS CTS Corp. $74.75 $53.31
18.79 SUNW Sun Microsystems $76.50 $90.88
34.62 SYMC Symantec Corp. $56.88 $76.56
14.51 NOK Nokia Corp. ADR $187.00 $214.13
7.90 9.93 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
40.76 JDSU JDS Uniphase $94.00 $132.31
-27.40 QCOM Qualcomm Inc. $179.31 $130.19
33.33 ORCL Oracle Corp. $59.06 $78.75
-25.97 YHOO Yahoo! Inc. $237.50 $175.81
18.79 SUNW Sun Microsystems $76.50 $90.88
10.96 EMC EMC Corp. $114.00 $126.50
-7.05 AMGN Amgen $62.40 $58.00
48.57 AMAT Applied Materials $126.50 $187.94
26.03 CSCO Cisco Systems $108.06 $136.19
-18.70 HD Home Depot $65.19 $53.00
6.34 9.93 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
40.76 JDSU JDS Uniphase $94.00 $132.31
-27.40 QCOM Qualcomm Inc. $179.31 $130.19
-25.97 YHOO Yahoo! Inc. $237.50 $175.81
33.33 ORCL Oracle Corp. $59.06 $78.75
10.96 EMC EMC Corp. $114.00 $126.50
48.57 AMAT Applied Materials $126.50 $187.94
18.79 SUNW Sun Microsystems $76.50 $90.88
-7.05 AMGN Amgen $62.40 $58.00
-18.70 HD Home Depot $65.19 $53.00
26.03 CSCO Cisco Systems $108.06 $136.19
59.02 27.50 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
40.76 JDSU JDS Uniphase $94.00 $132.31
-27.40 QCOM Qualcomm Inc. $179.31 $130.19
33.33 ORCL Oracle Corp. $59.06 $78.75
168.38 NTAP Network Appliance $85.00 $228.13
80.00 SEBL Siebel Systems $85.00 $153.00
-25.97 YHOO Yahoo! Inc. $237.50 $175.81
-18.97 CMGI CMGI Inc. $163.22 $132.25
20.56 NT Nortel Networks $100.94 $121.69
-14.47 GTW Gateway Inc. $69.56 $59.50
18.79 SUNW Sun Microsystems $76.50 $90.88
21.22 29.50 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
29.03 WAXS World Access $19.38 $25.00
67.25 IRF Int'l Rectifier $25.19 $42.13
-5.85 TTN Titan Corp. $47.00 $44.25
34.62 SYMC Symantec Corp. $56.88 $76.56
-18.92 MCRS MICROS Systems $64.75 $52.50
41.72 ADCT ADC Telecom. $36.25 $51.38
14.51 NOK Nokia Corp. ADR $187.00 $214.13
23.87 TECH Techne Corp. $58.13 $72.00
20.56 NT Nortel Networks $100.94 $121.69
88.17 PEB PE Biosystems Group $58.66 $110.38
26.65 16.65 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
45.14 CY Cypress Semiconductor $32.81 $47.63
67.25 IRF Int'l Rectifier $25.19 $42.13
-28.68 CTS CTS Corp. $74.75 $53.31
-5.85 TTN Titan Corp. $47.00 $44.25
55.39 MU Micron Technology $75.94 $118.00
-14.47 GTW Gateway Inc. $69.56 $59.50
1.67 CHIR Chiron Corp. $45.00 $45.75
14.51 NOK Nokia Corp. ADR $187.00 $214.13
10.96 EMC EMC Corp. $114.00 $126.50
20.56 NT Nortel Networks $100.94 $121.69
13.59 8.42 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
75.09 VRTS VERITAS Software $94.67 $165.75
33.33 ORCL Oracle Corp. $59.06 $78.75
-18.97 CMGI CMGI Inc. $163.22 $132.25
-14.47 GTW Gateway Inc. $69.56 $59.50
-7.05 AMGN Amgen $62.40 $58.00
14.51 NOK Nokia Corp. ADR $187.00 $214.13
7.62 DELL Dell Computer $50.88 $54.75
40.37 INTC Intel Corp. $87.00 $122.13
-15.92 MSFT Microsoft Corp. $116.56 $98.00
-30.32 CL Colgate-Palmolive $62.25 $43.38
26.34 60.27 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-27.40 QCOM Qualcomm Inc. $179.31 $130.19
-5.85 TTN Titan Corp. $47.00 $44.25
40.76 JDSU JDS Uniphase $94.00 $132.31
44.17 HLIT Harmonic Inc. $92.47 $133.31
80.00 SEBL Siebel Systems $85.00 $153.00
33.33 ORCL Oracle Corp. $59.06 $78.75
44.99 IDTI Integrated Device $28.41 $41.19
168.38 NTAP Network Appliance $85.00 $228.13
200.16 PMCS PMC-Sierra $79.38 $238.25
24.13 IDPH IDEC Pharmac. $93.25 $115.75
24.17 39.03 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-5.85 TTN Titan Corp. $47.00 $44.25
40.76 JDSU JDS Uniphase $94.00 $132.31
-27.40 QCOM Qualcomm Inc. $179.31 $130.19
80.00 SEBL Siebel Systems $85.00 $153.00
33.33 ORCL Oracle Corp. $59.06 $78.75
168.38 NTAP Network Appliance $85.00 $228.13
82.35 IMNX Immunex Corp. $102.00 $186.00
-25.97 YHOO Yahoo! Inc. $237.50 $175.81
24.13 IDPH IDEC Pharmac. $93.25 $115.75
20.56 NT Nortel Networks $100.94 $121.69
24.69 47.43 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
40.76 JDSU JDS Uniphase $94.00 $132.31
-5.85 TTN Titan Corp. $47.00 $44.25
-27.40 QCOM Qualcomm Inc. $179.31 $130.19
44.17 HLIT Harmonic Inc. $92.47 $133.31
71.79 CYTC Cytyc Corp. $29.69 $51.00
33.33 ORCL Oracle Corp. $59.06 $78.75
168.38 NTAP Network Appliance $85.00 $228.13
80.00 SEBL Siebel Systems $85.00 $153.00
44.99 IDTI Integrated Device $28.41 $41.19
24.13 IDPH IDEC Pharmac. $93.25 $115.75
-1.57 7.23 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
26.03 CSCO Cisco Systems $108.06 $136.19
-29.19 WMT Wal-Mart Stores $66.81 $47.31
40.37 INTC Intel Corp. $87.00 $122.13
-26.36 AOL America Online $83.00 $61.13
-18.70 HD Home Depot $65.19 $53.00
20.56 NT Nortel Networks $100.94 $121.69
7.62 DELL Dell Computer $50.88 $54.75
10.96 EMC EMC Corp. $114.00 $126.50
-25.97 YHOO Yahoo! Inc. $237.50 $175.81
67.01 TXN Texas Instruments $102.84 $171.75
46.61 16.43 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-27.40 QCOM Qualcomm Inc. $179.31 $130.19
40.76 JDSU JDS Uniphase $94.00 $132.31
80.00 SEBL Siebel Systems $85.00 $153.00
168.38 NTAP Network Appliance $85.00 $228.13
-28.68 CTS CTS Corp. $74.75 $53.31
-11.63 CDWC CDW Computer Ctrs $69.03 $61.00
-16.10 TLAB Tellabs Inc. $65.63 $55.06
-40.20 AEOS Amer. Eagle Out. $44.00 $26.31
-23.62 TIF Tiffany & Co. $84.94 $64.88
22.82 JMED Jones Pharma $29.67 $36.44
-4.71 SPY S&P500 Trust (Spider) $145.44 $138.59
17.35 QQQ Nasdaq 100 Index Trust $189.50 $222.38