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 20, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
41.00 39.02 Formula 90
41.00 18.27 Keystone 100
33.47 19.63 PEG26
28.98 11.68 Unemotional Growth
17.86 23.18 PEG13
17.13 25.99 Relative Strength - 13 Week
13.06 Nasdaq 100 Index Trust
12.93 42.52 Relative Strength - IBD
12.01 31.58 Relative Strength - 26 Week
7.99 12.91 Spark
6.94 7.51 Plowback
5.44 10.61 Keystone
4.34 10.61 Keystone EPS
0.52 S&P500 Trust (Spider)
41.00 39.02 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-27.71 QCOM Qualcomm Inc. $179.31 $129.63
29.12 JDSU JDS Uniphase $94.00 $121.38
55.96 SEBL Siebel Systems $85.00 $132.56
32.28 ORCL Oracle Corp. $59.06 $78.13
115.37 NTAP Network Appliance $85.00 $183.06
160.79 PMCS PMC-Sierra $79.38 $207.00
-27.84 CTS CTS Corp. $74.75 $53.94
21.08 SUNW Sun Microsystems $76.50 $92.63
23.63 SYMC Symantec Corp. $56.88 $70.31
7.55 NOK Nokia Corp. ADR $187.00 $201.13
5.44 10.61 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
29.12 JDSU JDS Uniphase $94.00 $121.38
-27.71 QCOM Qualcomm Inc. $179.31 $129.63
32.28 ORCL Oracle Corp. $59.06 $78.13
-27.57 YHOO Yahoo! Inc. $237.50 $172.02
21.08 SUNW Sun Microsystems $76.50 $92.63
15.57 EMC EMC Corp. $114.00 $131.75
-7.05 AMGN Amgen $62.40 $58.00
48.62 AMAT Applied Materials $63.25 $94.00
24.12 CSCO Cisco Systems $108.06 $134.13
-2.40 HD Home Depot $65.19 $63.63
4.34 10.61 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
29.12 JDSU JDS Uniphase $94.00 $121.38
-27.71 QCOM Qualcomm Inc. $179.31 $129.63
-27.57 YHOO Yahoo! Inc. $237.50 $172.02
32.28 ORCL Oracle Corp. $59.06 $78.13
15.57 EMC EMC Corp. $114.00 $131.75
48.62 AMAT Applied Materials $63.25 $94.00
21.08 SUNW Sun Microsystems $76.50 $92.63
-7.05 AMGN Amgen $62.40 $58.00
-2.40 HD Home Depot $65.19 $63.63
24.12 CSCO Cisco Systems $108.06 $134.13
41.00 18.27 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
29.12 JDSU JDS Uniphase $94.00 $121.38
-27.71 QCOM Qualcomm Inc. $179.31 $129.63
32.28 ORCL Oracle Corp. $59.06 $78.13
115.37 NTAP Network Appliance $85.00 $183.06
55.96 SEBL Siebel Systems $85.00 $132.56
-27.57 YHOO Yahoo! Inc. $237.50 $172.02
-30.00 CMGI CMGI Inc. $163.22 $114.25
25.20 NT Nortel Networks $100.94 $126.38
-11.05 GTW Gateway Inc. $69.56 $61.88
21.08 SUNW Sun Microsystems $76.50 $92.63
17.86 23.18 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
9.68 WAXS World Access $19.38 $21.25
71.96 IRF Int'l Rectifier $25.19 $43.31
-3.99 TTN Titan Corp. $47.00 $45.13
23.63 SYMC Symantec Corp. $56.88 $70.31
-11.97 MCRS MICROS Systems $64.75 $57.00
36.55 ADCT ADC Telecom. $36.25 $49.50
7.55 NOK Nokia Corp. ADR $187.00 $201.13
19.78 TECH Techne Corp. $58.13 $69.63
25.20 NT Nortel Networks $100.94 $126.38
53.44 PEB PE Biosystems Group $58.66 $90.00
33.47 19.63 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
51.24 CY Cypress Semiconductor $32.81 $49.63
71.96 IRF Int'l Rectifier $25.19 $43.31
-27.84 CTS CTS Corp. $74.75 $53.94
-3.99 TTN Titan Corp. $47.00 $45.13
75.97 MU Micron Technology $75.94 $133.63
-11.05 GTW Gateway Inc. $69.56 $61.88
-8.33 CHIR Chiron Corp. $45.00 $41.25
7.55 NOK Nokia Corp. ADR $187.00 $201.13
15.57 EMC EMC Corp. $114.00 $131.75
25.20 NT Nortel Networks $100.94 $126.38
6.94 7.51 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
50.53 VRTS VERITAS Software $94.67 $142.50
32.28 ORCL Oracle Corp. $59.06 $78.13
-30.00 CMGI CMGI Inc. $163.22 $114.25
-11.05 GTW Gateway Inc. $69.56 $61.88
-7.05 AMGN Amgen $62.40 $58.00
7.55 NOK Nokia Corp. ADR $187.00 $201.13
13.39 DELL Dell Computer $50.88 $57.69
55.17 INTC Intel Corp. $87.00 $135.00
-16.46 MSFT Microsoft Corp. $116.56 $97.38
-19.28 CL Colgate-Palmolive $62.25 $50.25
12.93 42.52 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-27.71 QCOM Qualcomm Inc. $179.31 $129.63
-3.99 TTN Titan Corp. $47.00 $45.13
29.12 JDSU JDS Uniphase $94.00 $121.38
11.25 HLIT Harmonic Inc. $92.47 $102.88
55.96 SEBL Siebel Systems $85.00 $132.56
32.28 ORCL Oracle Corp. $59.06 $78.13
37.95 IDTI Integrated Device $28.41 $39.19
115.37 NTAP Network Appliance $85.00 $183.06
160.79 PMCS PMC-Sierra $79.38 $207.00
14.21 IDPH IDEC Pharmac. $93.25 $106.50
17.13 25.99 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-3.99 TTN Titan Corp. $47.00 $45.13
29.12 JDSU JDS Uniphase $94.00 $121.38
-27.71 QCOM Qualcomm Inc. $179.31 $129.63
55.96 SEBL Siebel Systems $85.00 $132.56
32.28 ORCL Oracle Corp. $59.06 $78.13
115.37 NTAP Network Appliance $85.00 $183.06
47.06 IMNX Immunex Corp. $102.00 $150.00
-27.57 YHOO Yahoo! Inc. $237.50 $172.02
14.21 IDPH IDEC Pharmac. $93.25 $106.50
25.20 NT Nortel Networks $100.94 $126.38
12.01 31.58 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
29.12 JDSU JDS Uniphase $94.00 $121.38
-3.99 TTN Titan Corp. $47.00 $45.13
-27.71 QCOM Qualcomm Inc. $179.31 $129.63
11.25 HLIT Harmonic Inc. $92.47 $102.88
51.37 CYTC Cytyc Corp. $29.69 $44.94
32.28 ORCL Oracle Corp. $59.06 $78.13
115.37 NTAP Network Appliance $85.00 $183.06
55.96 SEBL Siebel Systems $85.00 $132.56
37.95 IDTI Integrated Device $28.41 $39.19
14.21 IDPH IDEC Pharmac. $93.25 $106.50
7.99 12.91 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
24.12 CSCO Cisco Systems $108.06 $134.13
-17.49 WMT Wal-Mart Stores $66.81 $55.13
55.17 INTC Intel Corp. $87.00 $135.00
-19.43 AOL America Online $83.00 $66.88
-2.40 HD Home Depot $65.19 $63.63
25.20 NT Nortel Networks $100.94 $126.38
13.39 DELL Dell Computer $50.88 $57.69
15.57 EMC EMC Corp. $114.00 $131.75
-27.57 YHOO Yahoo! Inc. $237.50 $172.02
62.52 TXN Texas Instruments $102.84 $167.13
28.98 11.68 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-27.71 QCOM Qualcomm Inc. $179.31 $129.63
29.12 JDSU JDS Uniphase $94.00 $121.38
55.96 SEBL Siebel Systems $85.00 $132.56
115.37 NTAP Network Appliance $85.00 $183.06
-27.84 CTS CTS Corp. $74.75 $53.94
-9.64 CDWC CDW Computer Ctrs $69.03 $62.38
-8.19 TLAB Tellabs Inc. $65.63 $60.25
-25.28 AEOS Amer. Eagle Out. $44.00 $32.88
-10.52 TIF Tiffany & Co. $84.94 $76.00
25.56 JMED Jones Pharma $29.67 $37.25
0.52 SPY S&P500 Trust (Spider) $145.44 $146.19
13.06 QQQ Nasdaq 100 Index Trust $94.75 $107.13