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 March 13, 2000
Monthly Reinvest/Rebalance
5 stock/10 stock
66.07 24.28 Unemotional Growth
56.54 66.95 Formula 90
55.95 42.68 Keystone 100
48.07 56.06 Relative Strength - 26 Week
47.42 53.92 Relative Strength - 13 Week
30.61 28.55 PEG26
29.91 69.20 Relative Strength - IBD
25.84 13.75 Plowback
23.32 41.36 PEG13
17.35 Nasdaq 100 Index Trust
6.56 14.52 Keystone EPS
5.39 14.52 Keystone
-2.26 7.81 Spark
-4.71 S&P500 Trust (Spider)
56.54 66.95 Formula 90 return YTD Cost Basis
11.15 11.91 Return since rebalance 2/28/2000 Now
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23.98 NTAP Network Appliance $184.00 $228.13
3.00 SDLI SDL Inc. $393.25 $405.06
4.59 JDSU JDS Uniphase $126.50 $132.31
-9.12 QCOM Qualcomm Inc. $143.25 $130.19
33.29 PMCS PMC-Sierra $178.75 $238.25
19.77 QLGC Qlogic Corp. $141.63 $169.63
13.60 SEBL Siebel Systems $134.69 $153.00
11.04 ADI Analog Devices $149.44 $165.94
14.75 ORCL Oracle Corp. $68.63 $78.75
4.14 MCRL Micrel Inc. $110.13 $114.69
5.39 14.52 Keystone return YTD
2.06 4.37 Return since rebalance
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4.59 JDSU JDS Uniphase $126.50 $132.31
14.75 ORCL Oracle Corp. $68.63 $78.75
-9.12 QCOM Qualcomm Inc. $143.25 $130.19
-2.49 IMNX Immunex Corp. $190.75 $186.00
2.57 GLW Corning Inc. $180.25 $184.88
6.25 AMAT Applied Materials $176.88 $187.94
-3.20 SUNW Sun Microsystems $93.88 $90.88
17.48 NXTL Nextel Communic. 'A' $135.50 $159.19
8.57 YHOO Yahoo! Inc. $161.94 $175.81
4.31 CSCO Cisco Systems $130.56 $136.19
6.56 14.52 Keystone EPS return YTD
3.81 4.37 Return since rebalance
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-9.12 QCOM Qualcomm Inc. $143.25 $130.19
4.59 JDSU JDS Uniphase $126.50 $132.31
14.75 ORCL Oracle Corp. $68.63 $78.75
6.25 AMAT Applied Materials $176.88 $187.94
2.57 GLW Corning Inc. $180.25 $184.88
8.57 YHOO Yahoo! Inc. $161.94 $175.81
-2.49 IMNX Immunex Corp. $190.75 $186.00
-3.20 SUNW Sun Microsystems $93.88 $90.88
4.31 CSCO Cisco Systems $130.56 $136.19
17.48 NXTL Nextel Communic. 'A' $135.50 $159.19
55.95 42.68 Keystone 100 return YTD
12.99 11.34 Return since rebalance
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23.98 NTAP Network Appliance $184.00 $228.13
3.00 SDLI SDL Inc. $393.25 $405.06
4.59 JDSU JDS Uniphase $126.50 $132.31
13.60 SEBL Siebel Systems $134.69 $153.00
19.77 QLGC Qlogic Corp. $141.63 $169.63
14.75 ORCL Oracle Corp. $68.63 $78.75
-1.47 CIEN Ciena Corp. $149.31 $147.13
33.29 PMCS PMC-Sierra $178.75 $238.25
-9.12 QCOM Qualcomm Inc. $143.25 $130.19
11.04 ADI Analog Devices $149.44 $165.94
23.32 41.36 PEG13 return YTD
11.89 11.57 Return since rebalance
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6.92 KLIC Kulicke & Soffa $75.00 $80.19
15.21 IRF Int'l Rectifier $36.56 $42.13
-15.02 MENT Mentor Graphics $17.06 $14.50
4.02 WAT Waters Corp. $94.75 $98.56
48.31 LSI LSI Logic $57.31 $85.00
-22.85 JMED Jones Pharma $47.23 $36.44
11.04 ADI Analog Devices $149.44 $165.94
4.14 MCRL Micrel Inc. $110.13 $114.69
14.76 ATML Atmel Corp. $43.63 $50.06
49.19 SFA Scientific Atlanta $100.00 $149.19
30.61 28.55 PEG26 return YTD
13.58 7.35 Return since rebalance
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6.92 KLIC Kulicke & Soffa $75.00 $80.19
15.21 IRF Int'l Rectifier $36.56 $42.13
18.79 TTN Titan Corp. $37.25 $44.25
9.38 SYMC Symantec Corp. $70.00 $76.56
17.60 ADCT ADC Telecom. $43.69 $51.38
-22.85 JMED Jones Pharma $47.23 $36.44
11.04 ADI Analog Devices $149.44 $165.94
7.03 NOK Nokia Corp. ADR $200.06 $214.13
6.25 AMAT Applied Materials $176.88 $187.94
4.14 MCRL Micrel Inc. $110.13 $114.69
25.84 13.75 Plowback return YTD
20.18 9.82 Return since rebalance
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32.20 VRTS VERITAS Software $125.38 $165.75
14.75 ORCL Oracle Corp. $68.63 $78.75
33.29 PMCS PMC-Sierra $178.75 $238.25
13.64 CMGI CMGI Inc. $116.38 $132.25
7.03 NOK Nokia Corp. ADR $200.06 $214.13
-15.25 AMGN Amgen $68.44 $58.00
-9.57 USW US West Inc. $71.88 $65.00
13.34 RTRSY Reuters ADR $126.94 $143.88
8.68 INTC Intel Corp. $112.38 $122.13
0.10 CA Computer Associates $64.75 $64.81
29.91 69.20 Relative Strength - IBD return YTD
11.15 12.39 Return since rebalance
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23.98 NTAP Network Appliance $184.00 $228.13
3.00 SDLI SDL Inc. $393.25 $405.06
4.59 JDSU JDS Uniphase $126.50 $132.31
-9.12 QCOM Qualcomm Inc. $143.25 $130.19
33.29 PMCS PMC-Sierra $178.75 $238.25
19.77 QLGC Qlogic Corp. $141.63 $169.63
4.97 HLIT Harmonic Inc. $127.00 $133.31
13.60 SEBL Siebel Systems $134.69 $153.00
18.79 TTN Titan Corp. $37.25 $44.25
11.04 ADI Analog Devices $149.44 $165.94
47.42 53.92 Relative Strength - 13 Week return YTD
17.12 12.08 Return since rebalance
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33.29 PMCS PMC-Sierra $178.75 $238.25
23.98 NTAP Network Appliance $184.00 $228.13
-2.49 IMNX Immunex Corp. $190.75 $186.00
11.04 ADI Analog Devices $149.44 $165.94
19.77 QLGC Qlogic Corp. $141.63 $169.63
3.00 SDLI SDL Inc. $393.25 $405.06
-22.85 JMED Jones Pharma $47.23 $36.44
7.42 PEB PE Biosystems Group $102.75 $110.38
-0.70 ERICY Ericsson ADR $98.00 $97.31
48.31 LSI LSI Logic $57.31 $85.00
48.07 56.06 Relative Strength - 26 Week return YTD
12.79 13.37 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
23.98 NTAP Network Appliance $184.00 $228.13
3.00 SDLI SDL Inc. $393.25 $405.06
4.59 JDSU JDS Uniphase $126.50 $132.31
18.79 TTN Titan Corp. $37.25 $44.25
13.60 SEBL Siebel Systems $134.69 $153.00
19.77 QLGC Qlogic Corp. $141.63 $169.63
14.75 ORCL Oracle Corp. $68.63 $78.75
33.29 PMCS PMC-Sierra $178.75 $238.25
-9.12 QCOM Qualcomm Inc. $143.25 $130.19
11.04 ADI Analog Devices $149.44 $165.94
-2.26 7.81 Spark return YTD
3.35 10.32 Return since rebalance
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4.31 CSCO Cisco Systems $130.56 $136.19
8.00 EMC EMC Corp. $117.13 $126.50
4.97 MOT Motorola, Inc. $158.50 $166.38
-9.12 QCOM Qualcomm Inc. $143.25 $130.19
8.57 YHOO Yahoo! Inc. $161.94 $175.81
4.59 JDSU JDS Uniphase $126.50 $132.31
23.98 NTAP Network Appliance $184.00 $228.13
11.04 ADI Analog Devices $149.44 $165.94
13.60 SEBL Siebel Systems $134.69 $153.00
33.29 PMCS PMC-Sierra $178.75 $238.25
66.07 24.28 Unemotional Growth return YTD
10.56 3.87 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
23.98 NTAP Network Appliance $184.00 $228.13
4.59 JDSU JDS Uniphase $126.50 $132.31
-9.12 QCOM Qualcomm Inc. $143.25 $130.19
19.77 QLGC Qlogic Corp. $141.63 $169.63
13.60 SEBL Siebel Systems $134.69 $153.00
-22.85 JMED Jones Pharma $47.23 $36.44
10.04 FLEX Flextronics Int'l $62.25 $68.50
-14.53 CTS CTS Corp. $62.38 $53.31
2.17 TIF Tiffany & Co. $63.50 $64.88
11.04 CDWC CDW Computer Ctrs $54.94 $61.00
-4.71 SPY S&P500 Trust (Spider) $134.88 $138.59
17.35 QQQ Nasdaq 100 Index Trust $207.00 $222.38