Workshop Returns -- Annual Strategies

All stocks were selected on Friday 12/31/99 and were "purchased" at the closing price on Monday 1/3/2000. 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.

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 17, 2000

Annual Reinvest/Rebalance   
5 stock/10 stock   
 16.61   7.50 PEG26  
 10.19  14.47 Formula 90            
 10.19  -7.42 Keystone 100  
  0.83  -2.66 Relative Strength - 13 Week  
  0.78   0.24 Spark   
 -1.35 -11.70 Unemotional Growth  
    -3.22     S&P500 Trust (Spider)    
 -5.20   6.89 PEG13  
    -5.41     Nasdaq 100 Index Trust   
 -8.96   1.36 Keystone  
 -9.31   1.36 Keystone EPS  
-12.23  10.21 Relative Strength - IBD  
-13.47  -6.39 Plowback  
-15.60   1.72 Relative Strength - 26 Week  
     
 10.19  14.47 Formula 90           Cost Basis    Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~    
-34.82  QCOM  Qualcomm Inc.           $179.31  $116.88 
  4.26  JDSU  JDS Uniphase             $94.00   $98.00 
 32.65  SEBL  Siebel Systems           $85.00  $112.75 
 26.67  ORCL  Oracle Corp.             $59.06   $74.81 
 22.21  NTAP  Network Appliance        $42.50   $51.94 
100.63  PMCS  PMC-Sierra               $79.38  $159.25 
-31.02  CTS   CTS Corp.                $74.75   $51.56 
 10.95  SUNW  Sun Microsystems         $76.50   $84.88 
  4.62  SYMC  Symantec Corp.           $56.88   $59.50 
  8.56  NOK   Nokia Corp. ADR          $46.75   $50.75 
     
 -8.96   1.36 Keystone  
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~    
  4.26  JDSU  JDS Uniphase             $94.00   $98.00 
-34.82  QCOM  Qualcomm Inc.           $179.31  $116.88 
 26.67  ORCL  Oracle Corp.             $59.06   $74.81 
-51.84  YHOO  Yahoo! Inc.             $237.50  $114.38 
 10.95  SUNW  Sun Microsystems         $76.50   $84.88 
  9.21  EMC   EMC Corp.               $114.00  $124.50 
-14.46  AMGN  Amgen                    $62.40   $53.38 
 52.77  AMAT  Applied Materials        $63.25   $96.63 
 23.08  CSCO  Cisco Systems            $54.03   $66.50 
-12.18  HD    Home Depot               $65.19   $57.25 
     
 -9.31   1.36 Keystone EPS  
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~    
  4.26  JDSU  JDS Uniphase             $94.00   $98.00 
-34.82  QCOM  Qualcomm Inc.           $179.31  $116.88 
-51.84  YHOO  Yahoo! Inc.             $237.50  $114.38 
 26.67  ORCL  Oracle Corp.             $59.06   $74.81 
  9.21  EMC   EMC Corp.               $114.00  $124.50 
 52.77  AMAT  Applied Materials        $63.25   $96.63 
 10.95  SUNW  Sun Microsystems         $76.50   $84.88 
-14.46  AMGN  Amgen                    $62.40   $53.38 
-12.18  HD    Home Depot               $65.19   $57.25 
 23.08  CSCO  Cisco Systems            $54.03   $66.50 
     
 10.19  -7.42 Keystone 100  
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~    
  4.26  JDSU  JDS Uniphase             $94.00   $98.00 
-34.82  QCOM  Qualcomm Inc.           $179.31  $116.88 
 26.67  ORCL  Oracle Corp.             $59.06   $74.81 
 22.21  NTAP  Network Appliance        $42.50   $51.94 
 32.65  SEBL  Siebel Systems           $85.00  $112.75 
-51.84  YHOO  Yahoo! Inc.             $237.50  $114.38 
-60.18  CMGI  CMGI Inc.               $163.22   $65.00 
  0.43  NT    Nortel Networks         $100.94  $101.38 
-24.53  GTW   Gateway Inc.             $69.56   $52.50 
 10.95  SUNW  Sun Microsystems         $76.50   $84.88 
     
 -5.20   6.89 PEG13  
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~    
-20.32  WAXS  World Access             $19.38   $15.44 
 39.21  IRF   Int'l Rectifier          $25.19   $35.06 
-24.60  TTN   Titan Corp.              $47.00   $35.44 
  4.62  SYMC  Symantec Corp.           $56.88   $59.50 
-24.90  MCRS  MICROS Systems           $64.75   $48.63 
 46.55  ADCT  ADC Telecom.             $36.25   $53.13 
  8.56  NOK   Nokia Corp. ADR          $46.75   $50.75 
  3.44  TECH  Techne Corp.             $58.13   $60.13 
  0.43  NT    Nortel Networks         $100.94  $101.38 
 35.96  PEB   PE Biosystems Group      $58.66   $79.75 
     
 16.61   7.50 PEG26  
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~    
 49.33  CY    Cypress Semiconductor    $32.81   $49.00 
 39.21  IRF   Int'l Rectifier          $25.19   $35.06 
-31.02  CTS   CTS Corp.                $74.75   $51.56 
-24.60  TTN   Titan Corp.              $47.00   $35.44 
 50.12  MU    Micron Technology        $75.94  $114.00 
-24.53  GTW   Gateway Inc.             $69.56   $52.50 
 -1.67  CHIR  Chiron Corp.             $45.00   $44.25 
  8.56  NOK   Nokia Corp. ADR          $46.75   $50.75 
  9.21  EMC   EMC Corp.               $114.00  $124.50 
  0.43  NT    Nortel Networks         $100.94  $101.38 
     
-13.47  -6.39 Plowback  
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~     
  5.17  VRTS  VERITAS Software         $94.67   $99.56 
 26.67  ORCL  Oracle Corp.             $59.06   $74.81 
-60.18  CMGI  CMGI Inc.               $163.22   $65.00 
-24.53  GTW   Gateway Inc.             $69.56   $52.50 
-14.46  AMGN  Amgen                    $62.40   $53.38 
  8.56  NOK   Nokia Corp. ADR          $46.75   $50.75 
 -4.18  DELL  Dell Computer            $50.88   $48.75 
 41.38  INTC  Intel Corp.              $87.00  $123.00 
-34.91  MSFT  Microsoft Corp.         $116.56   $75.88 
 -7.43  CL    Colgate-Palmolive        $62.25   $57.63 
     
-12.23  10.21 Relative Strength - IBD  
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~    
-34.82  QCOM  Qualcomm Inc.           $179.31  $116.88 
-24.60  TTN   Titan Corp.              $47.00   $35.44 
  4.26  JDSU  JDS Uniphase             $94.00   $98.00 
-38.63  HLIT  Harmonic Inc.            $92.47   $56.75 
 32.65  SEBL  Siebel Systems           $85.00  $112.75 
 26.67  ORCL  Oracle Corp.             $59.06   $74.81 
 44.33  IDTI  Integrated Device        $28.41   $41.00 
 22.21  NTAP  Network Appliance        $42.50   $51.94 
100.63  PMCS  PMC-Sierra               $79.38  $159.25 
-30.63  IDPH  IDEC Pharmac.            $93.25   $64.69 
     
  0.83  -2.66 Relative Strength - 13 Week  
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~    
-24.60  TTN   Titan Corp.              $47.00   $35.44 
  4.26  JDSU  JDS Uniphase             $94.00   $98.00 
-34.82  QCOM  Qualcomm Inc.           $179.31  $116.88 
 32.65  SEBL  Siebel Systems           $85.00  $112.75 
 26.67  ORCL  Oracle Corp.             $59.06   $74.81 
 22.21  NTAP  Network Appliance        $42.50   $51.94 
 29.04  IMNX  Immunex Corp.            $34.00   $43.88 
-51.84  YHOO  Yahoo! Inc.             $237.50  $114.38 
-30.63  IDPH  IDEC Pharmac.            $93.25   $64.69 
  0.43  NT    Nortel Networks         $100.94  $101.38 
     
 -15.60  1.72 Relative Strength - 26 Week  
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~    
  4.26  JDSU  JDS Uniphase             $94.00   $98.00 
-24.60  TTN   Titan Corp.              $47.00   $35.44 
-34.82  QCOM  Qualcomm Inc.           $179.31  $116.88 
-38.63  HLIT  Harmonic Inc.            $92.47   $56.75 
 15.79  CYTC  Cytyc Corp.              $29.69   $34.38 
 26.67  ORCL  Oracle Corp.             $59.06   $74.81 
 22.21  NTAP  Network Appliance        $42.50   $51.94 
 32.65  SEBL  Siebel Systems           $85.00  $112.75 
 44.33  IDTI  Integrated Device        $28.41   $41.00 
-30.63  IDPH  IDEC Pharmac.            $93.25   $64.69 
     
  0.78   0.24 Spark   
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~    
 23.08  CSCO  Cisco Systems            $54.03   $66.50 
-19.18  WMT   Wal-Mart Stores          $66.81   $54.00 
 41.38  INTC  Intel Corp.              $87.00  $123.00 
-29.22  AOL   America Online           $83.00   $58.75 
-12.18  HD    Home Depot               $65.19   $57.25 
  0.43  NT    Nortel Networks         $100.94  $101.38 
 -4.18  DELL  Dell Computer            $50.88   $48.75 
  9.21  EMC   EMC Corp.               $114.00  $124.50 
-51.84  YHOO  Yahoo! Inc.             $237.50  $114.38 
 44.89  TXN   Texas Instruments       $102.84  $149.00 
     
 -1.35 -11.70 Unemotional Growth  
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~    
-34.82  QCOM  Qualcomm Inc.           $179.31  $116.88 
  4.26  JDSU  JDS Uniphase             $94.00   $98.00 
 32.65  SEBL  Siebel Systems           $85.00  $112.75 
 22.21  NTAP  Network Appliance        $42.50   $51.94 
-31.02  CTS   CTS Corp.                $74.75   $51.56 
 10.39  CDWC  CDW Computer Ctrs        $69.03   $76.20 
-34.00  TLAB  Tellabs Inc.             $65.63   $43.31 
-47.59  AEOS  Amer. Eagle Out.         $44.00   $23.06 
-22.88  TIF   Tiffany & Co.            $84.94   $65.50 
-16.15  JMED  Jones Pharma             $29.67   $24.88 
     
 -3.22  SPY   S&P500 Trust (Spider)   $145.44  $140.75 
 -5.41  QQQ   Nasdaq 100 Index Trust   $94.75   $89.63