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 April 3, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
22.54 23.54 Formula 90
22.54 5.75 Keystone 100
21.65 13.39 PEG26
11.91 10.77 Spark
11.36 5.78 Unemotional Growth
10.28 17.85 Relative Strength - 13 Week
8.05 Nasdaq 100 Index Trust
5.72 14.89 PEG13
3.82 S&P500 Trust (Spider)
3.40 16.28 Relative Strength - 26 Week
2.45 9.84 Keystone
1.17 9.84 Keystone EPS
-0.11 23.33 Relative Strength - IBD
-3.17 2.32 Plowback
22.54 23.54 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-21.51 QCOM Qualcomm Inc. $179.31 $140.75
18.75 JDSU JDS Uniphase $94.00 $111.63
25.59 SEBL Siebel Systems $85.00 $106.75
30.16 ORCL Oracle Corp. $59.06 $76.88
59.71 NTAP Network Appliance $42.50 $67.88
113.70 PMCS PMC-Sierra $79.38 $169.63
-25.75 CTS CTS Corp. $74.75 $55.50
17.40 SUNW Sun Microsystems $76.50 $89.81
8.46 SYMC Symantec Corp. $56.88 $61.69
8.89 NOK Nokia Corp. ADR $187.00 $203.63
2.45 9.84 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
18.75 JDSU JDS Uniphase $94.00 $111.63
-21.51 QCOM Qualcomm Inc. $179.31 $140.75
30.16 ORCL Oracle Corp. $59.06 $76.88
-32.58 YHOO Yahoo! Inc. $237.50 $160.13
17.40 SUNW Sun Microsystems $76.50 $89.81
11.02 EMC EMC Corp. $114.00 $126.56
-4.84 AMGN Amgen $62.40 $59.38
41.11 AMAT Applied Materials $63.25 $89.25
34.99 CSCO Cisco Systems $54.03 $72.94
3.93 HD Home Depot $65.19 $67.75
1.17 9.84 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
18.75 JDSU JDS Uniphase $94.00 $111.63
-21.51 QCOM Qualcomm Inc. $179.31 $140.75
-32.58 YHOO Yahoo! Inc. $237.50 $160.13
30.16 ORCL Oracle Corp. $59.06 $76.88
11.02 EMC EMC Corp. $114.00 $126.56
41.11 AMAT Applied Materials $63.25 $89.25
17.40 SUNW Sun Microsystems $76.50 $89.81
-4.84 AMGN Amgen $62.40 $59.38
3.93 HD Home Depot $65.19 $67.75
34.99 CSCO Cisco Systems $54.03 $72.94
22.54 5.75 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
18.75 JDSU JDS Uniphase $94.00 $111.63
-21.51 QCOM Qualcomm Inc. $179.31 $140.75
30.16 ORCL Oracle Corp. $59.06 $76.88
59.71 NTAP Network Appliance $42.50 $67.88
25.59 SEBL Siebel Systems $85.00 $106.75
-32.58 YHOO Yahoo! Inc. $237.50 $160.13
-38.73 CMGI CMGI Inc. $163.22 $100.00
18.89 NT Nortel Networks $100.94 $120.00
-20.22 GTW Gateway Inc. $69.56 $55.50
17.40 SUNW Sun Microsystems $76.50 $89.81
5.72 14.89 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-5.48 WAXS World Access $19.38 $18.31
40.45 IRF Int'l Rectifier $25.19 $35.38
-1.60 TTN Titan Corp. $47.00 $46.25
8.46 SYMC Symantec Corp. $56.88 $61.69
-13.22 MCRS MICROS Systems $64.75 $56.19
39.48 ADCT ADC Telecom. $36.25 $50.56
8.89 NOK Nokia Corp. ADR $187.00 $203.63
3.23 TECH Techne Corp. $58.13 $60.00
18.89 NT Nortel Networks $100.94 $120.00
49.81 PEB PE Biosystems Group $58.66 $87.88
21.65 13.39 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
37.14 CY Cypress Semiconductor $32.81 $45.00
40.45 IRF Int'l Rectifier $25.19 $35.38
-25.75 CTS CTS Corp. $74.75 $55.50
-1.60 TTN Titan Corp. $47.00 $46.25
58.02 MU Micron Technology $75.94 $120.00
-20.22 GTW Gateway Inc. $69.56 $55.50
7.08 CHIR Chiron Corp. $45.00 $48.19
8.89 NOK Nokia Corp. ADR $187.00 $203.63
11.02 EMC EMC Corp. $114.00 $126.56
18.89 NT Nortel Networks $100.94 $120.00
-3.17 2.32 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
17.78 VRTS VERITAS Software $94.67 $111.50
30.16 ORCL Oracle Corp. $59.06 $76.88
-38.73 CMGI CMGI Inc. $163.22 $100.00
-20.22 GTW Gateway Inc. $69.56 $55.50
-4.84 AMGN Amgen $62.40 $59.38
8.89 NOK Nokia Corp. ADR $187.00 $203.63
4.91 DELL Dell Computer $50.88 $53.38
50.14 INTC Intel Corp. $87.00 $130.63
-22.04 MSFT Microsoft Corp. $116.56 $90.88
-2.81 CL Colgate-Palmolive $62.25 $60.50
-0.11 23.33 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-21.51 QCOM Qualcomm Inc. $179.31 $140.75
-1.60 TTN Titan Corp. $47.00 $46.25
18.75 JDSU JDS Uniphase $94.00 $111.63
-21.80 HLIT Harmonic Inc. $92.47 $72.31
25.59 SEBL Siebel Systems $85.00 $106.75
30.16 ORCL Oracle Corp. $59.06 $76.88
29.37 IDTI Integrated Device $28.41 $36.75
59.71 NTAP Network Appliance $42.50 $67.88
113.70 PMCS PMC-Sierra $79.38 $169.63
0.94 IDPH IDEC Pharmac. $93.25 $94.13
10.28 17.85 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-1.60 TTN Titan Corp. $47.00 $46.25
18.75 JDSU JDS Uniphase $94.00 $111.63
-21.51 QCOM Qualcomm Inc. $179.31 $140.75
25.59 SEBL Siebel Systems $85.00 $106.75
30.16 ORCL Oracle Corp. $59.06 $76.88
59.71 NTAP Network Appliance $42.50 $67.88
80.15 IMNX Immunex Corp. $34.00 $61.25
-32.58 YHOO Yahoo! Inc. $237.50 $160.13
0.94 IDPH IDEC Pharmac. $93.25 $94.13
18.89 NT Nortel Networks $100.94 $120.00
3.40 16.28 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
18.75 JDSU JDS Uniphase $94.00 $111.63
-1.60 TTN Titan Corp. $47.00 $46.25
-21.51 QCOM Qualcomm Inc. $179.31 $140.75
-21.80 HLIT Harmonic Inc. $92.47 $72.31
43.16 CYTC Cytyc Corp. $29.69 $42.50
30.16 ORCL Oracle Corp. $59.06 $76.88
59.71 NTAP Network Appliance $42.50 $67.88
25.59 SEBL Siebel Systems $85.00 $106.75
29.37 IDTI Integrated Device $28.41 $36.75
0.94 IDPH IDEC Pharmac. $93.25 $94.13
11.91 10.77 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
34.99 CSCO Cisco Systems $54.03 $72.94
-7.67 WMT Wal-Mart Stores $66.81 $61.69
50.14 INTC Intel Corp. $87.00 $130.63
-21.84 AOL America Online $83.00 $64.88
3.93 HD Home Depot $65.19 $67.75
18.89 NT Nortel Networks $100.94 $120.00
4.91 DELL Dell Computer $50.88 $53.38
11.02 EMC EMC Corp. $114.00 $126.56
-32.58 YHOO Yahoo! Inc. $237.50 $160.13
45.86 TXN Texas Instruments $102.84 $150.00
11.36 5.78 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-21.51 QCOM Qualcomm Inc. $179.31 $140.75
18.75 JDSU JDS Uniphase $94.00 $111.63
25.59 SEBL Siebel Systems $85.00 $106.75
59.71 NTAP Network Appliance $42.50 $67.88
-25.75 CTS CTS Corp. $74.75 $55.50
20.96 CDWC CDW Computer Ctrs $69.03 $83.50
-9.24 TLAB Tellabs Inc. $65.63 $59.56
-22.59 AEOS Amer. Eagle Out. $44.00 $34.06
-2.28 TIF Tiffany & Co. $84.94 $83.00
14.19 JMED Jones Pharma $29.67 $33.88
3.82 SPY S&P500 Trust (Spider) $145.44 $151.00
8.05 QQQ Nasdaq 100 Index Trust $94.75 $102.38