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 15, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
27.54 12.86 PEG26
20.39 20.65 Formula 90
20.39 -1.75 Keystone 100
9.70 7.51 Unemotional Growth
2.86 1.79 Relative Strength - 13 Week
-0.11 S&P500 Trust (Spider)
-2.14 0.05 Spark
-4.05 9.79 PEG13
-6.86 Nasdaq 100 Index Trust
-8.99 16.77 Relative Strength - IBD
-9.06 0.62 Keystone EPS
-9.81 13.00 Relative Strength - 26 Week
-10.18 0.62 Keystone
-10.89 -4.58 Plowback
20.39 20.65 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-41.83 QCOM Qualcomm Inc. $179.31 $104.31
-4.39 JDSU JDS Uniphase $94.00 $89.88
62.21 SEBL Siebel Systems $85.00 $137.88
30.37 ORCL Oracle Corp. $59.06 $77.00
55.59 NTAP Network Appliance $42.50 $66.13
95.83 PMCS PMC-Sierra $79.38 $155.44
-23.08 CTS CTS Corp. $74.75 $57.50
10.21 SUNW Sun Microsystems $76.50 $84.31
2.75 SYMC Symantec Corp. $56.88 $58.44
18.85 NOK Nokia Corp. ADR $46.75 $55.56
-10.18 0.62 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-4.39 JDSU JDS Uniphase $94.00 $89.88
-41.83 QCOM Qualcomm Inc. $179.31 $104.31
30.37 ORCL Oracle Corp. $59.06 $77.00
-45.26 YHOO Yahoo! Inc. $237.50 $130.00
10.21 SUNW Sun Microsystems $76.50 $84.31
15.79 EMC EMC Corp. $114.00 $132.00
2.87 AMGN Amgen $62.40 $64.19
40.71 AMAT Applied Materials $63.25 $89.00
11.05 CSCO Cisco Systems $54.03 $60.00
-13.33 HD Home Depot $65.19 $56.50
-9.06 0.62 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-4.39 JDSU JDS Uniphase $94.00 $89.88
-41.83 QCOM Qualcomm Inc. $179.31 $104.31
-45.26 YHOO Yahoo! Inc. $237.50 $130.00
30.37 ORCL Oracle Corp. $59.06 $77.00
15.79 EMC EMC Corp. $114.00 $132.00
40.71 AMAT Applied Materials $63.25 $89.00
10.21 SUNW Sun Microsystems $76.50 $84.31
2.87 AMGN Amgen $62.40 $64.19
-13.33 HD Home Depot $65.19 $56.50
11.05 CSCO Cisco Systems $54.03 $60.00
20.39 -1.75 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-4.39 JDSU JDS Uniphase $94.00 $89.88
-41.83 QCOM Qualcomm Inc. $179.31 $104.31
30.37 ORCL Oracle Corp. $59.06 $77.00
55.59 NTAP Network Appliance $42.50 $66.13
62.21 SEBL Siebel Systems $85.00 $137.88
-45.26 YHOO Yahoo! Inc. $237.50 $130.00
-63.12 CMGI CMGI Inc. $163.22 $60.19
2.54 NT Nortel Networks $50.47 $51.75
-23.81 GTW Gateway Inc. $69.56 $53.00
10.21 SUNW Sun Microsystems $76.50 $84.31
-4.05 9.79 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-27.10 WAXS World Access $19.38 $14.13
71.96 IRF Int'l Rectifier $25.19 $43.31
-32.05 TTN Titan Corp. $47.00 $31.94
2.75 SYMC Symantec Corp. $56.88 $58.44
-35.81 MCRS MICROS Systems $64.75 $41.56
69.66 ADCT ADC Telecom. $36.25 $61.50
18.85 NOK Nokia Corp. ADR $46.75 $55.56
30.97 TECH Techne Corp. $58.13 $76.13
2.54 NT Nortel Networks $50.47 $51.75
-3.89 PEB PE Biosystems Group $58.66 $56.38
27.54 12.86 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
54.29 CY Cypress Semiconductor $32.81 $50.63
71.96 IRF Int'l Rectifier $25.19 $43.31
-23.08 CTS CTS Corp. $74.75 $57.50
-32.05 TTN Titan Corp. $47.00 $31.94
66.58 MU Micron Technology $37.97 $63.25
-23.81 GTW Gateway Inc. $69.56 $53.00
-22.50 CHIR Chiron Corp. $45.00 $34.88
18.85 NOK Nokia Corp. ADR $46.75 $55.56
15.79 EMC EMC Corp. $114.00 $132.00
2.54 NT Nortel Networks $50.47 $51.75
-10.89 -4.58 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-0.77 VRTS VERITAS Software $94.67 $93.94
30.37 ORCL Oracle Corp. $59.06 $77.00
-63.12 CMGI CMGI Inc. $163.22 $60.19
-23.81 GTW Gateway Inc. $69.56 $53.00
2.87 AMGN Amgen $62.40 $64.19
18.85 NOK Nokia Corp. ADR $46.75 $55.56
-0.61 DELL Dell Computer $50.88 $50.56
35.78 INTC Intel Corp. $87.00 $118.13
-40.48 MSFT Microsoft Corp. $116.56 $69.38
-4.82 CL Colgate-Palmolive $62.25 $59.25
-8.99 16.77 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-41.83 QCOM Qualcomm Inc. $179.31 $104.31
-32.05 TTN Titan Corp. $47.00 $31.94
-4.39 JDSU JDS Uniphase $94.00 $89.88
-28.89 HLIT Harmonic Inc. $92.47 $65.75
62.21 SEBL Siebel Systems $85.00 $137.88
30.37 ORCL Oracle Corp. $59.06 $77.00
50.28 IDTI Integrated Device $28.41 $42.69
55.59 NTAP Network Appliance $42.50 $66.13
95.83 PMCS PMC-Sierra $79.38 $155.44
-19.44 IDPH IDEC Pharmac. $93.25 $75.13
2.86 1.79 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-32.05 TTN Titan Corp. $47.00 $31.94
-4.39 JDSU JDS Uniphase $94.00 $89.88
-41.83 QCOM Qualcomm Inc. $179.31 $104.31
62.21 SEBL Siebel Systems $85.00 $137.88
30.37 ORCL Oracle Corp. $59.06 $77.00
55.59 NTAP Network Appliance $42.50 $66.13
10.11 IMNX Immunex Corp. $34.00 $37.44
-45.26 YHOO Yahoo! Inc. $237.50 $130.00
-19.44 IDPH IDEC Pharmac. $93.25 $75.13
2.54 NT Nortel Networks $50.47 $51.75
-9.81 13.00 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-4.39 JDSU JDS Uniphase $94.00 $89.88
-32.05 TTN Titan Corp. $47.00 $31.94
-41.83 QCOM Qualcomm Inc. $179.31 $104.31
-28.89 HLIT Harmonic Inc. $92.47 $65.75
58.11 CYTC Cytyc Corp. $29.69 $46.94
30.37 ORCL Oracle Corp. $59.06 $77.00
55.59 NTAP Network Appliance $42.50 $66.13
62.21 SEBL Siebel Systems $85.00 $137.88
50.28 IDTI Integrated Device $28.41 $42.69
-19.44 IDPH IDEC Pharmac. $93.25 $75.13
-2.14 0.05 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
11.05 CSCO Cisco Systems $54.03 $60.00
-14.69 WMT Wal-Mart Stores $66.81 $57.00
35.78 INTC Intel Corp. $87.00 $118.13
-29.52 AOL America Online $83.00 $58.50
-13.33 HD Home Depot $65.19 $56.50
2.54 NT Nortel Networks $50.47 $51.75
-0.61 DELL Dell Computer $50.88 $50.56
15.79 EMC EMC Corp. $114.00 $132.00
-45.26 YHOO Yahoo! Inc. $237.50 $130.00
38.75 TXN Texas Instruments $102.84 $142.69
9.70 7.51 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-41.83 QCOM Qualcomm Inc. $179.31 $104.31
-4.39 JDSU JDS Uniphase $94.00 $89.88
62.21 SEBL Siebel Systems $85.00 $137.88
55.59 NTAP Network Appliance $42.50 $66.13
-23.08 CTS CTS Corp. $74.75 $57.50
73.11 CDWC CDW Computer Ctrs $69.03 $119.50
-11.62 TLAB Tellabs Inc. $65.63 $58.00
-55.11 AEOS Amer. Eagle Out. $44.00 $19.75
-11.48 TIF Tiffany & Co. $84.94 $75.19
31.67 JMED Jones Pharma $29.67 $39.06
-0.11 SPY S&P500 Trust (Spider) $145.44 $145.28
-6.86 QQQ Nasdaq 100 Index Trust $94.75 $88.25