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 22, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
17.21 3.90 PEG26
8.20 12.72 Formula 90
8.20 -9.68 Keystone 100
-0.01 0.23 Unemotional Growth
-3.60 S&P500 Trust (Spider)
-7.15 -5.91 Spark
-9.86 -7.45 Relative Strength - 13 Week
-10.85 4.84 PEG13
-13.74 Nasdaq 100 Index Trust
-16.51 -10.72 Plowback
-17.53 -9.02 Keystone
-18.24 -9.02 Keystone EPS
-18.92 2.75 Relative Strength - 26 Week
-23.32 6.83 Relative Strength - IBD
8.20 12.72 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-50.68 QCOM Qualcomm Inc. $179.31 $88.44
-9.38 JDSU JDS Uniphase $94.00 $85.19
33.16 SEBL Siebel Systems $85.00 $113.19
14.81 ORCL Oracle Corp. $59.06 $67.81
53.09 NTAP Network Appliance $42.50 $65.06
95.91 PMCS PMC-Sierra $79.38 $155.50
-26.25 CTS CTS Corp. $74.75 $55.13
4.41 SUNW Sun Microsystems $76.50 $79.88
9.01 SYMC Symantec Corp. $56.88 $62.00
3.07 NOK Nokia Corp. ADR $46.75 $48.19
-17.53 -9.02 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-9.38 JDSU JDS Uniphase $94.00 $85.19
-50.68 QCOM Qualcomm Inc. $179.31 $88.44
14.81 ORCL Oracle Corp. $59.06 $67.81
-46.84 YHOO Yahoo! Inc. $237.50 $126.25
4.41 SUNW Sun Microsystems $76.50 $79.88
0.88 EMC EMC Corp. $114.00 $115.00
-8.35 AMGN Amgen $62.40 $57.19
25.40 AMAT Applied Materials $63.25 $79.31
2.26 CSCO Cisco Systems $54.03 $55.25
-22.72 HD Home Depot $65.19 $50.38
-18.24 -9.02 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-9.38 JDSU JDS Uniphase $94.00 $85.19
-50.68 QCOM Qualcomm Inc. $179.31 $88.44
-46.84 YHOO Yahoo! Inc. $237.50 $126.25
14.81 ORCL Oracle Corp. $59.06 $67.81
0.88 EMC EMC Corp. $114.00 $115.00
25.40 AMAT Applied Materials $63.25 $79.31
4.41 SUNW Sun Microsystems $76.50 $79.88
-8.35 AMGN Amgen $62.40 $57.19
-22.72 HD Home Depot $65.19 $50.38
2.26 CSCO Cisco Systems $54.03 $55.25
8.20 -9.68 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-9.38 JDSU JDS Uniphase $94.00 $85.19
-50.68 QCOM Qualcomm Inc. $179.31 $88.44
14.81 ORCL Oracle Corp. $59.06 $67.81
53.09 NTAP Network Appliance $42.50 $65.06
33.16 SEBL Siebel Systems $85.00 $113.19
-46.84 YHOO Yahoo! Inc. $237.50 $126.25
-65.77 CMGI CMGI Inc. $163.22 $55.88
2.29 NT Nortel Networks $50.47 $51.63
-31.90 GTW Gateway Inc. $69.56 $47.38
4.41 SUNW Sun Microsystems $76.50 $79.88
-10.85 4.84 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-40.32 WAXS World Access $19.38 $11.56
57.07 IRF Int'l Rectifier $25.19 $39.56
-37.23 TTN Titan Corp. $47.00 $29.50
9.01 SYMC Symantec Corp. $56.88 $62.00
-42.76 MCRS MICROS Systems $64.75 $37.06
66.72 ADCT ADC Telecom. $36.25 $60.44
3.07 NOK Nokia Corp. ADR $46.75 $48.19
32.47 TECH Techne Corp. $58.13 $77.00
2.29 NT Nortel Networks $50.47 $51.63
-1.97 PEB PE Biosystems Group $58.66 $57.50
17.21 3.90 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
31.81 CY Cypress Semiconductor $32.81 $43.25
57.07 IRF Int'l Rectifier $25.19 $39.56
-26.25 CTS CTS Corp. $74.75 $55.13
-37.23 TTN Titan Corp. $47.00 $29.50
60.66 MU Micron Technology $37.97 $61.00
-31.90 GTW Gateway Inc. $69.56 $47.38
-21.39 CHIR Chiron Corp. $45.00 $35.38
3.07 NOK Nokia Corp. ADR $46.75 $48.19
0.88 EMC EMC Corp. $114.00 $115.00
2.29 NT Nortel Networks $50.47 $51.63
-16.51 -10.72 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
8.67 VRTS VERITAS Software $94.67 $102.88
14.81 ORCL Oracle Corp. $59.06 $67.81
-65.77 CMGI CMGI Inc. $163.22 $55.88
-31.90 GTW Gateway Inc. $69.56 $47.38
-8.35 AMGN Amgen $62.40 $57.19
3.07 NOK Nokia Corp. ADR $46.75 $48.19
-9.71 DELL Dell Computer $50.88 $45.94
36.06 INTC Intel Corp. $87.00 $118.38
-44.93 MSFT Microsoft Corp. $116.56 $64.19
-9.14 CL Colgate-Palmolive $62.25 $56.56
-23.32 6.83 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-50.68 QCOM Qualcomm Inc. $179.31 $88.44
-37.23 TTN Titan Corp. $47.00 $29.50
-9.38 JDSU JDS Uniphase $94.00 $85.19
-52.48 HLIT Harmonic Inc. $92.47 $43.94
33.16 SEBL Siebel Systems $85.00 $113.19
14.81 ORCL Oracle Corp. $59.06 $67.81
54.68 IDTI Integrated Device $28.41 $43.94
53.09 NTAP Network Appliance $42.50 $65.06
95.91 PMCS PMC-Sierra $79.38 $155.50
-33.58 IDPH IDEC Pharmac. $93.25 $61.94
-9.86 -7.45 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-37.23 TTN Titan Corp. $47.00 $29.50
-9.38 JDSU JDS Uniphase $94.00 $85.19
-50.68 QCOM Qualcomm Inc. $179.31 $88.44
33.16 SEBL Siebel Systems $85.00 $113.19
14.81 ORCL Oracle Corp. $59.06 $67.81
53.09 NTAP Network Appliance $42.50 $65.06
-0.18 IMNX Immunex Corp. $34.00 $33.94
-46.84 YHOO Yahoo! Inc. $237.50 $126.25
-33.58 IDPH IDEC Pharmac. $93.25 $61.94
2.29 NT Nortel Networks $50.47 $51.63
-18.92 2.75 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-9.38 JDSU JDS Uniphase $94.00 $85.19
-37.23 TTN Titan Corp. $47.00 $29.50
-50.68 QCOM Qualcomm Inc. $179.31 $88.44
-52.48 HLIT Harmonic Inc. $92.47 $43.94
55.16 CYTC Cytyc Corp. $29.69 $46.06
14.81 ORCL Oracle Corp. $59.06 $67.81
53.09 NTAP Network Appliance $42.50 $65.06
33.16 SEBL Siebel Systems $85.00 $113.19
54.68 IDTI Integrated Device $28.41 $43.94
-33.58 IDPH IDEC Pharmac. $93.25 $61.94
-7.15 -5.91 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2.26 CSCO Cisco Systems $54.03 $55.25
-14.31 WMT Wal-Mart Stores $66.81 $57.25
36.06 INTC Intel Corp. $87.00 $118.38
-37.05 AOL America Online $83.00 $52.25
-22.72 HD Home Depot $65.19 $50.38
2.29 NT Nortel Networks $50.47 $51.63
-9.71 DELL Dell Computer $50.88 $45.94
0.88 EMC EMC Corp. $114.00 $115.00
-46.84 YHOO Yahoo! Inc. $237.50 $126.25
30.06 TXN Texas Instruments $102.84 $133.75
-0.01 0.23 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-50.68 QCOM Qualcomm Inc. $179.31 $88.44
-9.38 JDSU JDS Uniphase $94.00 $85.19
33.16 SEBL Siebel Systems $85.00 $113.19
53.09 NTAP Network Appliance $42.50 $65.06
-26.25 CTS CTS Corp. $74.75 $55.13
68.76 CDWC CDW Computer Ctrs $69.03 $116.50
-9.43 TLAB Tellabs Inc. $65.63 $59.44
-61.36 AEOS Amer. Eagle Out. $44.00 $17.00
-23.47 TIF Tiffany & Co. $84.94 $65.00
27.88 JMED Jones Pharma $29.67 $37.94
-3.60 SPY S&P500 Trust (Spider) $145.44 $140.20
-13.74 QQQ Nasdaq 100 Index Trust $94.75 $81.73