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 27, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
54.00 52.69 Formula 90
54.00 28.50 Keystone 100
45.46 28.88 PEG26
40.04 17.72 Unemotional Growth
32.67 44.38 Relative Strength - 13 Week
28.69 35.74 PEG13
23.86 Nasdaq 100 Index Trust
23.11 55.96 Relative Strength - IBD
18.31 23.13 Keystone
18.17 41.46 Relative Strength - 26 Week
16.67 22.38 Spark
15.75 23.13 Keystone EPS
15.18 15.43 Plowback
4.47 S&P500 Trust (Spider)
54.00 52.69 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-16.94 QCOM Qualcomm Inc. $179.31 $148.94
36.97 JDSU JDS Uniphase $94.00 $128.75
71.40 SEBL Siebel Systems $85.00 $145.69
49.74 ORCL Oracle Corp. $59.06 $88.44
128.82 NTAP Network Appliance $42.50 $97.25
191.73 PMCS PMC-Sierra $79.38 $231.56
-20.07 CTS CTS Corp. $74.75 $59.75
37.25 SUNW Sun Microsystems $76.50 $105.00
24.95 SYMC Symantec Corp. $56.88 $71.06
23.06 NOK Nokia Corp. ADR $187.00 $230.13
18.31 23.13 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
36.97 JDSU JDS Uniphase $94.00 $128.75
-16.94 QCOM Qualcomm Inc. $179.31 $148.94
49.74 ORCL Oracle Corp. $59.06 $88.44
-15.47 YHOO Yahoo! Inc. $237.50 $200.75
37.25 SUNW Sun Microsystems $76.50 $105.00
24.45 EMC EMC Corp. $114.00 $141.88
-3.24 AMGN Amgen $62.40 $60.38
71.64 AMAT Applied Materials $63.25 $108.56
48.18 CSCO Cisco Systems $54.03 $80.06
-1.25 HD Home Depot $65.19 $64.38
15.75 23.13 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
36.97 JDSU JDS Uniphase $94.00 $128.75
-16.94 QCOM Qualcomm Inc. $179.31 $148.94
-15.47 YHOO Yahoo! Inc. $237.50 $200.75
49.74 ORCL Oracle Corp. $59.06 $88.44
24.45 EMC EMC Corp. $114.00 $141.88
71.64 AMAT Applied Materials $63.25 $108.56
37.25 SUNW Sun Microsystems $76.50 $105.00
-3.24 AMGN Amgen $62.40 $60.38
-1.25 HD Home Depot $65.19 $64.38
48.18 CSCO Cisco Systems $54.03 $80.06
54.00 28.50 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
36.97 JDSU JDS Uniphase $94.00 $128.75
-16.94 QCOM Qualcomm Inc. $179.31 $148.94
49.74 ORCL Oracle Corp. $59.06 $88.44
128.82 NTAP Network Appliance $42.50 $97.25
71.40 SEBL Siebel Systems $85.00 $145.69
-15.47 YHOO Yahoo! Inc. $237.50 $200.75
-28.78 CMGI CMGI Inc. $163.22 $116.25
41.73 NT Nortel Networks $100.94 $143.06
-19.77 GTW Gateway Inc. $69.56 $55.81
37.25 SUNW Sun Microsystems $76.50 $105.00
28.69 35.74 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
15.81 WAXS World Access $19.38 $22.44
81.64 IRF Int'l Rectifier $25.19 $45.75
22.21 TTN Titan Corp. $47.00 $57.44
24.95 SYMC Symantec Corp. $56.88 $71.06
-1.16 MCRS MICROS Systems $64.75 $64.00
49.48 ADCT ADC Telecom. $36.25 $54.19
23.06 NOK Nokia Corp. ADR $187.00 $230.13
34.30 TECH Techne Corp. $58.13 $78.06
41.73 NT Nortel Networks $100.94 $143.06
65.37 PEB PE Biosystems Group $58.66 $97.00
45.46 28.88 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
58.48 CY Cypress Semiconductor $32.81 $52.00
81.64 IRF Int'l Rectifier $25.19 $45.75
-20.07 CTS CTS Corp. $74.75 $59.75
22.21 TTN Titan Corp. $47.00 $57.44
85.02 MU Micron Technology $75.94 $140.50
-19.77 GTW Gateway Inc. $69.56 $55.81
-7.92 CHIR Chiron Corp. $45.00 $41.44
23.06 NOK Nokia Corp. ADR $187.00 $230.13
24.45 EMC EMC Corp. $114.00 $141.88
41.73 NT Nortel Networks $100.94 $143.06
15.18 15.43 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
77.93 VRTS VERITAS Software $94.67 $168.44
49.74 ORCL Oracle Corp. $59.06 $88.44
-28.78 CMGI CMGI Inc. $163.22 $116.25
-19.77 GTW Gateway Inc. $69.56 $55.81
-3.24 AMGN Amgen $62.40 $60.38
23.06 NOK Nokia Corp. ADR $187.00 $230.13
13.76 DELL Dell Computer $50.88 $57.88
64.01 INTC Intel Corp. $87.00 $142.69
-10.72 MSFT Microsoft Corp. $116.56 $104.06
-11.65 CL Colgate-Palmolive $62.25 $55.00
23.11 55.96 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-16.94 QCOM Qualcomm Inc. $179.31 $148.94
22.21 TTN Titan Corp. $47.00 $57.44
36.97 JDSU JDS Uniphase $94.00 $128.75
1.93 HLIT Harmonic Inc. $92.47 $94.25
71.40 SEBL Siebel Systems $85.00 $145.69
49.74 ORCL Oracle Corp. $59.06 $88.44
47.86 IDTI Integrated Device $28.41 $42.00
128.82 NTAP Network Appliance $42.50 $97.25
191.73 PMCS PMC-Sierra $79.38 $231.56
25.94 IDPH IDEC Pharmac. $93.25 $117.44
32.67 44.38 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
22.21 TTN Titan Corp. $47.00 $57.44
36.97 JDSU JDS Uniphase $94.00 $128.75
-16.94 QCOM Qualcomm Inc. $179.31 $148.94
71.40 SEBL Siebel Systems $85.00 $145.69
49.74 ORCL Oracle Corp. $59.06 $88.44
128.82 NTAP Network Appliance $42.50 $97.25
99.45 IMNX Immunex Corp. $34.00 $67.81
-15.47 YHOO Yahoo! Inc. $237.50 $200.75
25.94 IDPH IDEC Pharmac. $93.25 $117.44
41.73 NT Nortel Networks $100.94 $143.06
18.17 41.46 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
36.97 JDSU JDS Uniphase $94.00 $128.75
22.21 TTN Titan Corp. $47.00 $57.44
-16.94 QCOM Qualcomm Inc. $179.31 $148.94
1.93 HLIT Harmonic Inc. $92.47 $94.25
46.68 CYTC Cytyc Corp. $29.69 $43.55
49.74 ORCL Oracle Corp. $59.06 $88.44
128.82 NTAP Network Appliance $42.50 $97.25
71.40 SEBL Siebel Systems $85.00 $145.69
47.86 IDTI Integrated Device $28.41 $42.00
25.94 IDPH IDEC Pharmac. $93.25 $117.44
16.67 22.38 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
48.18 CSCO Cisco Systems $54.03 $80.06
-17.03 WMT Wal-Mart Stores $66.81 $55.44
64.01 INTC Intel Corp. $87.00 $142.69
-10.54 AOL America Online $83.00 $74.25
-1.25 HD Home Depot $65.19 $64.38
41.73 NT Nortel Networks $100.94 $143.06
13.76 DELL Dell Computer $50.88 $57.88
24.45 EMC EMC Corp. $114.00 $141.88
-15.47 YHOO Yahoo! Inc. $237.50 $200.75
75.95 TXN Texas Instruments $102.84 $180.94
40.04 17.72 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-16.94 QCOM Qualcomm Inc. $179.31 $148.94
36.97 JDSU JDS Uniphase $94.00 $128.75
71.40 SEBL Siebel Systems $85.00 $145.69
128.82 NTAP Network Appliance $42.50 $97.25
-20.07 CTS CTS Corp. $74.75 $59.75
1.31 CDWC CDW Computer Ctrs $69.03 $69.94
0.19 TLAB Tellabs Inc. $65.63 $65.75
-22.19 AEOS Amer. Eagle Out. $44.00 $34.23
-4.93 TIF Tiffany & Co. $84.94 $80.75
2.60 JMED Jones Pharma $29.67 $30.44
4.47 SPY S&P500 Trust (Spider) $145.44 $151.94
23.86 QQQ Nasdaq 100 Index Trust $94.75 $117.36