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 June 12, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
37.72 22.33 PEG26
30.57 32.44 Formula 90
30.57 6.09 Keystone 100
17.92 9.45 Unemotional Growth
10.26 10.70 Relative Strength - 13 Week
-0.28 S&P500 Trust (Spider)
-0.71 26.96 Relative Strength - 26 Week
-3.13 21.70 PEG13
-3.41 2.85 Keystone EPS
-3.82 2.85 Keystone
-4.02 Nasdaq 100 Index Trust
-4.17 -1.33 Plowback
-5.65 0.90 Spark
-8.64 29.89 Relative Strength - IBD
30.57 32.44 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-54.44 QCOM Qualcomm Inc. $179.31 $81.69
22.94 JDSU JDS Uniphase $94.00 $115.56
63.97 SEBL Siebel Systems $85.00 $139.38
36.40 ORCL Oracle Corp. $59.06 $80.56
83.97 NTAP Network Appliance $42.50 $78.19
132.91 PMCS PMC-Sierra $79.38 $184.88
-26.84 CTS CTS Corp. $74.75 $54.69
18.14 SUNW Sun Microsystems $76.50 $90.38
21.43 SYMC Symantec Corp. $56.88 $69.06
25.94 NOK Nokia Corp. ADR $46.75 $58.88
-3.82 2.85 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
22.94 JDSU JDS Uniphase $94.00 $115.56
-54.44 QCOM Qualcomm Inc. $179.31 $81.69
36.40 ORCL Oracle Corp. $59.06 $80.56
-42.13 YHOO Yahoo! Inc. $237.50 $137.44
18.14 SUNW Sun Microsystems $76.50 $90.38
20.18 EMC EMC Corp. $57.00 $68.50
-2.24 AMGN Amgen $62.40 $61.00
43.97 AMAT Applied Materials $63.25 $91.06
14.98 CSCO Cisco Systems $54.03 $62.13
-29.34 HD Home Depot $65.19 $46.06
-3.41 2.85 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
22.94 JDSU JDS Uniphase $94.00 $115.56
-54.44 QCOM Qualcomm Inc. $179.31 $81.69
-42.13 YHOO Yahoo! Inc. $237.50 $137.44
36.40 ORCL Oracle Corp. $59.06 $80.56
20.18 EMC EMC Corp. $57.00 $68.50
43.97 AMAT Applied Materials $63.25 $91.06
18.14 SUNW Sun Microsystems $76.50 $90.38
-2.24 AMGN Amgen $62.40 $61.00
-29.34 HD Home Depot $65.19 $46.06
14.98 CSCO Cisco Systems $54.03 $62.13
30.57 6.09 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
22.94 JDSU JDS Uniphase $94.00 $115.56
-54.44 QCOM Qualcomm Inc. $179.31 $81.69
36.40 ORCL Oracle Corp. $59.06 $80.56
83.97 NTAP Network Appliance $42.50 $78.19
63.97 SEBL Siebel Systems $85.00 $139.38
-42.13 YHOO Yahoo! Inc. $237.50 $137.44
-65.38 CMGI CMGI Inc. $163.22 $56.50
19.38 NT Nortel Networks $50.47 $60.25
-21.92 GTW Gateway Inc. $69.56 $54.31
18.14 SUNW Sun Microsystems $76.50 $90.38
-3.13 21.70 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-40.65 WAXS World Access $19.38 $11.50
78.66 IRF Int'l Rectifier $25.19 $45.00
-17.55 TTN Titan Corp. $47.00 $38.75
21.43 SYMC Symantec Corp. $56.88 $69.06
-57.53 MCRS MICROS Systems $64.75 $27.50
104.14 ADCT ADC Telecom. $36.25 $74.00
25.94 NOK Nokia Corp. ADR $46.75 $58.88
62.90 TECH Techne Corp. $58.13 $94.69
19.38 NT Nortel Networks $50.47 $60.25
20.30 PEB PE Biosystems Group $58.66 $70.56
37.72 22.33 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
46.29 CY Cypress Semiconductor $32.81 $48.00
78.66 IRF Int'l Rectifier $25.19 $45.00
-26.84 CTS CTS Corp. $74.75 $54.69
-17.55 TTN Titan Corp. $47.00 $38.75
108.07 MU Micron Technology $37.97 $79.00
-21.92 GTW Gateway Inc. $69.56 $54.31
-8.89 CHIR Chiron Corp. $45.00 $41.00
25.94 NOK Nokia Corp. ADR $46.75 $58.88
20.18 EMC EMC Corp. $57.00 $68.50
19.38 NT Nortel Networks $50.47 $60.25
-4.17 -1.33 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
32.31 VRTS VERITAS Software $94.67 $125.25
36.40 ORCL Oracle Corp. $59.06 $80.56
-65.38 CMGI CMGI Inc. $163.22 $56.50
-21.92 GTW Gateway Inc. $69.56 $54.31
-2.24 AMGN Amgen $62.40 $61.00
25.94 NOK Nokia Corp. ADR $46.75 $58.88
-11.79 DELL Dell Computer $50.88 $44.88
43.75 INTC Intel Corp. $87.00 $125.06
-42.63 MSFT Microsoft Corp. $116.56 $66.88
-7.73 CL Colgate-Palmolive $62.25 $57.44
-8.64 29.89 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-54.44 QCOM Qualcomm Inc. $179.31 $81.69
-17.55 TTN Titan Corp. $47.00 $38.75
22.94 JDSU JDS Uniphase $94.00 $115.56
-58.09 HLIT Harmonic Inc. $92.47 $38.75
63.97 SEBL Siebel Systems $85.00 $139.38
36.40 ORCL Oracle Corp. $59.06 $80.56
87.02 IDTI Integrated Device $28.41 $53.13
83.97 NTAP Network Appliance $42.50 $78.19
132.91 PMCS PMC-Sierra $79.38 $184.88
1.81 IDPH IDEC Pharmac. $93.25 $94.94
10.26 10.70 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-17.55 TTN Titan Corp. $47.00 $38.75
22.94 JDSU JDS Uniphase $94.00 $115.56
-54.44 QCOM Qualcomm Inc. $179.31 $81.69
63.97 SEBL Siebel Systems $85.00 $139.38
36.40 ORCL Oracle Corp. $59.06 $80.56
83.97 NTAP Network Appliance $42.50 $78.19
-7.35 IMNX Immunex Corp. $34.00 $31.50
-42.13 YHOO Yahoo! Inc. $237.50 $137.44
1.81 IDPH IDEC Pharmac. $93.25 $94.94
19.38 NT Nortel Networks $50.47 $60.25
-0.71 26.96 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
22.94 JDSU JDS Uniphase $94.00 $115.56
-17.55 TTN Titan Corp. $47.00 $38.75
-54.44 QCOM Qualcomm Inc. $179.31 $81.69
-58.09 HLIT Harmonic Inc. $92.47 $38.75
103.58 CYTC Cytyc Corp. $29.69 $60.44
36.40 ORCL Oracle Corp. $59.06 $80.56
83.97 NTAP Network Appliance $42.50 $78.19
63.97 SEBL Siebel Systems $85.00 $139.38
87.02 IDTI Integrated Device $28.41 $53.13
1.81 IDPH IDEC Pharmac. $93.25 $94.94
-5.65 0.90 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
14.98 CSCO Cisco Systems $54.03 $62.13
-21.05 WMT Wal-Mart Stores $66.81 $52.75
43.75 INTC Intel Corp. $87.00 $125.06
-36.60 AOL America Online $83.00 $52.63
-29.34 HD Home Depot $65.19 $46.06
19.38 NT Nortel Networks $50.47 $60.25
-11.79 DELL Dell Computer $50.88 $44.88
20.18 EMC EMC Corp. $57.00 $68.50
-42.13 YHOO Yahoo! Inc. $237.50 $137.44
51.64 TXN Texas Instruments $51.44 $78.00
17.92 9.45 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-54.44 QCOM Qualcomm Inc. $179.31 $81.69
22.94 JDSU JDS Uniphase $94.00 $115.56
63.97 SEBL Siebel Systems $85.00 $139.38
83.97 NTAP Network Appliance $42.50 $78.19
-26.84 CTS CTS Corp. $74.75 $54.69
75.46 CDWC CDW Computer Ctrs $69.03 $121.13
3.90 TLAB Tellabs Inc. $65.63 $68.19
-66.90 AEOS Amer. Eagle Out. $44.00 $14.56
-32.30 TIF Tiffany & Co. $84.94 $57.50
24.72 JMED Jones Pharma $29.67 $37.00
-0.28 SPY S&P500 Trust (Spider) $145.44 $145.03
-4.02 QQQ Nasdaq 100 Index Trust $94.75 $90.94