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 30, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
21.71 10.14 PEG26
13.87 17.48 Formula 90
13.87 -5.98 Keystone 100
3.49 0.72 Unemotional Growth
-1.91 S&P500 Trust (Spider)
-3.95 -4.77 Relative Strength - 13 Week
-5.85 -3.74 Spark
-6.88 -5.10 Plowback
-9.28 8.42 PEG13
-9.89 Nasdaq 100 Index Trust
-15.94 -5.68 Keystone EPS
-16.21 -5.68 Keystone
-18.29 7.11 Relative Strength - 26 Week
-20.20 11.09 Relative Strength - IBD
13.87 17.48 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-57.41 QCOM Qualcomm Inc. $179.31 $76.38
-3.09 JDSU JDS Uniphase $94.00 $91.09
47.06 SEBL Siebel Systems $85.00 $125.00
25.61 ORCL Oracle Corp. $59.06 $74.19
57.21 NTAP Network Appliance $42.50 $66.81
96.38 PMCS PMC-Sierra $79.38 $155.88
-26.34 CTS CTS Corp. $74.75 $55.06
4.58 SUNW Sun Microsystems $76.50 $80.00
19.67 SYMC Symantec Corp. $56.88 $68.06
11.10 NOK Nokia Corp. ADR $46.75 $51.94
-16.21 -5.68 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-3.09 JDSU JDS Uniphase $94.00 $91.09
-57.41 QCOM Qualcomm Inc. $179.31 $76.38
25.61 ORCL Oracle Corp. $59.06 $74.19
-50.74 YHOO Yahoo! Inc. $237.50 $117.00
4.58 SUNW Sun Microsystems $76.50 $80.00
5.92 EMC EMC Corp. $114.00 $120.75
1.57 AMGN Amgen $62.40 $63.38
34.29 AMAT Applied Materials $63.25 $84.94
10.82 CSCO Cisco Systems $54.03 $59.88
-28.38 HD Home Depot $65.19 $46.69
-15.94 -5.68 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-3.09 JDSU JDS Uniphase $94.00 $91.09
-57.41 QCOM Qualcomm Inc. $179.31 $76.38
-50.74 YHOO Yahoo! Inc. $237.50 $117.00
25.61 ORCL Oracle Corp. $59.06 $74.19
5.92 EMC EMC Corp. $114.00 $120.75
34.29 AMAT Applied Materials $63.25 $84.94
4.58 SUNW Sun Microsystems $76.50 $80.00
1.57 AMGN Amgen $62.40 $63.38
-28.38 HD Home Depot $65.19 $46.69
10.82 CSCO Cisco Systems $54.03 $59.88
13.87 -5.98 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-3.09 JDSU JDS Uniphase $94.00 $91.09
-57.41 QCOM Qualcomm Inc. $179.31 $76.38
25.61 ORCL Oracle Corp. $59.06 $74.19
57.21 NTAP Network Appliance $42.50 $66.81
47.06 SEBL Siebel Systems $85.00 $125.00
-50.74 YHOO Yahoo! Inc. $237.50 $117.00
-68.49 CMGI CMGI Inc. $163.22 $51.44
9.97 NT Nortel Networks $50.47 $55.50
-24.53 GTW Gateway Inc. $69.56 $52.50
4.58 SUNW Sun Microsystems $76.50 $80.00
-9.28 8.42 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-41.94 WAXS World Access $19.38 $11.25
56.33 IRF Int'l Rectifier $25.19 $39.38
-31.91 TTN Titan Corp. $47.00 $32.00
19.67 SYMC Symantec Corp. $56.88 $68.06
-48.55 MCRS MICROS Systems $64.75 $33.31
88.28 ADCT ADC Telecom. $36.25 $68.25
11.10 NOK Nokia Corp. ADR $46.75 $51.94
31.61 TECH Techne Corp. $58.13 $76.50
9.97 NT Nortel Networks $50.47 $55.50
-10.39 PEB PE Biosystems Group $58.66 $52.56
21.71 10.14 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
31.05 CY Cypress Semiconductor $32.81 $43.00
56.33 IRF Int'l Rectifier $25.19 $39.38
-26.34 CTS CTS Corp. $74.75 $55.06
-31.91 TTN Titan Corp. $47.00 $32.00
79.42 MU Micron Technology $37.97 $68.13
-24.53 GTW Gateway Inc. $69.56 $52.50
-9.58 CHIR Chiron Corp. $45.00 $40.69
11.10 NOK Nokia Corp. ADR $46.75 $51.94
5.92 EMC EMC Corp. $114.00 $120.75
9.97 NT Nortel Networks $50.47 $55.50
-6.88 -5.10 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
31.45 VRTS VERITAS Software $94.67 $124.44
25.61 ORCL Oracle Corp. $59.06 $74.19
-68.49 CMGI CMGI Inc. $163.22 $51.44
-24.53 GTW Gateway Inc. $69.56 $52.50
1.57 AMGN Amgen $62.40 $63.38
11.10 NOK Nokia Corp. ADR $46.75 $51.94
-13.51 DELL Dell Computer $50.88 $44.00
44.54 INTC Intel Corp. $87.00 $125.75
-45.63 MSFT Microsoft Corp. $116.56 $63.38
-13.05 CL Colgate-Palmolive $62.25 $54.13
-20.20 11.09 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-57.41 QCOM Qualcomm Inc. $179.31 $76.38
-31.91 TTN Titan Corp. $47.00 $32.00
-3.09 JDSU JDS Uniphase $94.00 $91.09
-55.66 HLIT Harmonic Inc. $92.47 $41.00
47.06 SEBL Siebel Systems $85.00 $125.00
25.61 ORCL Oracle Corp. $59.06 $74.19
62.60 IDTI Integrated Device $28.41 $46.19
57.21 NTAP Network Appliance $42.50 $66.81
96.38 PMCS PMC-Sierra $79.38 $155.88
-29.89 IDPH IDEC Pharmac. $93.25 $65.38
-3.95 -4.77 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-31.91 TTN Titan Corp. $47.00 $32.00
-3.09 JDSU JDS Uniphase $94.00 $91.09
-57.41 QCOM Qualcomm Inc. $179.31 $76.38
47.06 SEBL Siebel Systems $85.00 $125.00
25.61 ORCL Oracle Corp. $59.06 $74.19
57.21 NTAP Network Appliance $42.50 $66.81
-14.52 IMNX Immunex Corp. $34.00 $29.06
-50.74 YHOO Yahoo! Inc. $237.50 $117.00
-29.89 IDPH IDEC Pharmac. $93.25 $65.38
9.97 NT Nortel Networks $50.47 $55.50
-18.29 7.11 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-3.09 JDSU JDS Uniphase $94.00 $91.09
-31.91 TTN Titan Corp. $47.00 $32.00
-57.41 QCOM Qualcomm Inc. $179.31 $76.38
-55.66 HLIT Harmonic Inc. $92.47 $41.00
56.63 CYTC Cytyc Corp. $29.69 $46.50
25.61 ORCL Oracle Corp. $59.06 $74.19
57.21 NTAP Network Appliance $42.50 $66.81
47.06 SEBL Siebel Systems $85.00 $125.00
62.60 IDTI Integrated Device $28.41 $46.19
-29.89 IDPH IDEC Pharmac. $93.25 $65.38
-5.85 -3.74 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
10.82 CSCO Cisco Systems $54.03 $59.88
-20.67 WMT Wal-Mart Stores $66.81 $53.00
44.54 INTC Intel Corp. $87.00 $125.75
-35.54 AOL America Online $83.00 $53.50
-28.38 HD Home Depot $65.19 $46.69
9.97 NT Nortel Networks $50.47 $55.50
-13.51 DELL Dell Computer $50.88 $44.00
5.92 EMC EMC Corp. $114.00 $120.75
-50.74 YHOO Yahoo! Inc. $237.50 $117.00
40.22 TXN Texas Instruments $51.44 $72.13
3.49 0.72 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-57.41 QCOM Qualcomm Inc. $179.31 $76.38
-3.09 JDSU JDS Uniphase $94.00 $91.09
47.06 SEBL Siebel Systems $85.00 $125.00
57.21 NTAP Network Appliance $42.50 $66.81
-26.34 CTS CTS Corp. $74.75 $55.06
65.05 CDWC CDW Computer Ctrs $69.03 $113.94
-1.98 TLAB Tellabs Inc. $65.63 $64.33
-64.20 AEOS Amer. Eagle Out. $44.00 $15.75
-34.22 TIF Tiffany & Co. $84.94 $55.88
25.14 JMED Jones Pharma $29.67 $37.13
-1.91 SPY S&P500 Trust (Spider) $145.44 $142.66
-9.89 QQQ Nasdaq 100 Index Trust $94.75 $85.38