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 May 8, 2000
Annual Reinvest/Rebalance
Annual Reinvest/Rebalance
5 stock/10 stock
32.23 15.58 PEG26
15.18 20.04 Formula 90
15.18 -4.25 Keystone 100
6.98 0.97 Unemotional Growth
1.15 14.80 PEG13
0.68 0.74 Relative Strength - 13 Week
-2.05 S&P500 Trust (Spider)
-4.31 -0.72 Spark
-7.01 Nasdaq 100 Index Trust
-8.88 18.44 Relative Strength - IBD
-10.87 11.67 Relative Strength - 26 Week
-11.72 0.18 Keystone EPS
-12.73 0.18 Keystone
-13.79 -7.18 Plowback
15.18 20.04 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-42.56 QCOM Qualcomm Inc. $179.31 $103.00
-5.98 JDSU JDS Uniphase $94.00 $88.38
53.31 SEBL Siebel Systems $85.00 $130.31
22.43 ORCL Oracle Corp. $59.06 $72.31
48.68 NTAP Network Appliance $42.50 $63.19
111.02 PMCS PMC-Sierra $79.38 $167.50
-18.56 CTS CTS Corp. $74.75 $60.88
11.60 SUNW Sun Microsystems $76.50 $85.38
4.95 SYMC Symantec Corp. $56.88 $59.69
15.51 NOK Nokia Corp. ADR $46.75 $54.00
-12.73 0.18 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-5.98 JDSU JDS Uniphase $94.00 $88.38
-42.56 QCOM Qualcomm Inc. $179.31 $103.00
22.43 ORCL Oracle Corp. $59.06 $72.31
-49.16 YHOO Yahoo! Inc. $237.50 $120.75
11.60 SUNW Sun Microsystems $76.50 $85.38
16.67 EMC EMC Corp. $114.00 $133.00
-0.84 AMGN Amgen $62.40 $61.88
51.28 AMAT Applied Materials $63.25 $95.69
16.14 CSCO Cisco Systems $54.03 $62.75
-17.83 HD Home Depot $65.19 $53.56
-11.72 0.18 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-5.98 JDSU JDS Uniphase $94.00 $88.38
-42.56 QCOM Qualcomm Inc. $179.31 $103.00
-49.16 YHOO Yahoo! Inc. $237.50 $120.75
22.43 ORCL Oracle Corp. $59.06 $72.31
16.67 EMC EMC Corp. $114.00 $133.00
51.28 AMAT Applied Materials $63.25 $95.69
11.60 SUNW Sun Microsystems $76.50 $85.38
-0.84 AMGN Amgen $62.40 $61.88
-17.83 HD Home Depot $65.19 $53.56
16.14 CSCO Cisco Systems $54.03 $62.75
15.18 -4.25 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-5.98 JDSU JDS Uniphase $94.00 $88.38
-42.56 QCOM Qualcomm Inc. $179.31 $103.00
22.43 ORCL Oracle Corp. $59.06 $72.31
48.68 NTAP Network Appliance $42.50 $63.19
53.31 SEBL Siebel Systems $85.00 $130.31
-49.16 YHOO Yahoo! Inc. $237.50 $120.75
-62.59 CMGI CMGI Inc. $163.22 $61.06
9.85 NT Nortel Networks $100.94 $110.88
-28.03 GTW Gateway Inc. $69.56 $50.06
11.60 SUNW Sun Microsystems $76.50 $85.38
1.15 14.80 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-18.71 WAXS World Access $19.38 $15.75
84.62 IRF Int'l Rectifier $25.19 $46.50
-23.80 TTN Titan Corp. $47.00 $35.81
4.95 SYMC Symantec Corp. $56.88 $59.69
-41.31 MCRS MICROS Systems $64.75 $38.00
73.28 ADCT ADC Telecom. $36.25 $62.81
15.51 NOK Nokia Corp. ADR $46.75 $54.00
36.67 TECH Techne Corp. $58.13 $79.44
9.85 NT Nortel Networks $100.94 $110.88
6.98 PEB PE Biosystems Group $58.66 $62.75
32.23 15.58 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
65.14 CY Cypress Semiconductor $32.81 $54.19
84.62 IRF Int'l Rectifier $25.19 $46.50
-18.56 CTS CTS Corp. $74.75 $60.88
-23.80 TTN Titan Corp. $47.00 $35.81
53.74 MU Micron Technology $37.97 $58.38
-28.03 GTW Gateway Inc. $69.56 $50.06
-19.31 CHIR Chiron Corp. $45.00 $36.31
15.51 NOK Nokia Corp. ADR $46.75 $54.00
16.67 EMC EMC Corp. $114.00 $133.00
9.85 NT Nortel Networks $100.94 $110.88
-13.79 -7.18 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
0.09 VRTS VERITAS Software $94.67 $94.75
22.43 ORCL Oracle Corp. $59.06 $72.31
-62.59 CMGI CMGI Inc. $163.22 $61.06
-28.03 GTW Gateway Inc. $69.56 $50.06
-0.84 AMGN Amgen $62.40 $61.88
15.51 NOK Nokia Corp. ADR $46.75 $54.00
-5.77 DELL Dell Computer $50.88 $47.94
35.20 INTC Intel Corp. $87.00 $117.63
-40.11 MSFT Microsoft Corp. $116.56 $69.81
-7.73 CL Colgate-Palmolive $62.25 $57.44
-8.88 18.44 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-42.56 QCOM Qualcomm Inc. $179.31 $103.00
-23.80 TTN Titan Corp. $47.00 $35.81
-5.98 JDSU JDS Uniphase $94.00 $88.38
-25.38 HLIT Harmonic Inc. $92.47 $69.00
53.31 SEBL Siebel Systems $85.00 $130.31
22.43 ORCL Oracle Corp. $59.06 $72.31
66.56 IDTI Integrated Device $28.41 $47.31
48.68 NTAP Network Appliance $42.50 $63.19
111.02 PMCS PMC-Sierra $79.38 $167.50
-19.91 IDPH IDEC Pharmac. $93.25 $74.69
0.68 0.74 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-23.80 TTN Titan Corp. $47.00 $35.81
-5.98 JDSU JDS Uniphase $94.00 $88.38
-42.56 QCOM Qualcomm Inc. $179.31 $103.00
53.31 SEBL Siebel Systems $85.00 $130.31
22.43 ORCL Oracle Corp. $59.06 $72.31
48.68 NTAP Network Appliance $42.50 $63.19
14.52 IMNX Immunex Corp. $34.00 $38.94
-49.16 YHOO Yahoo! Inc. $237.50 $120.75
-19.91 IDPH IDEC Pharmac. $93.25 $74.69
9.85 NT Nortel Networks $100.94 $110.88
-10.87 11.67 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-5.98 JDSU JDS Uniphase $94.00 $88.38
-23.80 TTN Titan Corp. $47.00 $35.81
-42.56 QCOM Qualcomm Inc. $179.31 $103.00
-25.38 HLIT Harmonic Inc. $92.47 $69.00
43.37 CYTC Cytyc Corp. $29.69 $42.56
22.43 ORCL Oracle Corp. $59.06 $72.31
48.68 NTAP Network Appliance $42.50 $63.19
53.31 SEBL Siebel Systems $85.00 $130.31
66.56 IDTI Integrated Device $28.41 $47.31
-19.91 IDPH IDEC Pharmac. $93.25 $74.69
-4.31 -0.72 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
16.14 CSCO Cisco Systems $54.03 $62.75
-21.98 WMT Wal-Mart Stores $66.81 $52.13
35.20 INTC Intel Corp. $87.00 $117.63
-33.06 AOL America Online $83.00 $55.56
-17.83 HD Home Depot $65.19 $53.56
9.85 NT Nortel Networks $100.94 $110.88
-5.77 DELL Dell Computer $50.88 $47.94
16.67 EMC EMC Corp. $114.00 $133.00
-49.16 YHOO Yahoo! Inc. $237.50 $120.75
42.76 TXN Texas Instruments $102.84 $146.81
6.98 0.97 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-42.56 QCOM Qualcomm Inc. $179.31 $103.00
-5.98 JDSU JDS Uniphase $94.00 $88.38
53.31 SEBL Siebel Systems $85.00 $130.31
48.68 NTAP Network Appliance $42.50 $63.19
-18.56 CTS CTS Corp. $74.75 $60.88
55.91 CDWC CDW Computer Ctrs $69.03 $107.63
-24.00 TLAB Tellabs Inc. $65.63 $49.88
-57.39 AEOS Amer. Eagle Out. $44.00 $18.75
-17.29 TIF Tiffany & Co. $84.94 $70.25
17.56 JMED Jones Pharma $29.67 $34.88
-2.05 SPY S&P500 Trust (Spider) $145.44 $142.45
-7.01 QQQ Nasdaq 100 Index Trust $94.75 $88.11