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 19, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
43.49 39.89 Formula 90
43.49 15.83 Keystone 100
41.24 31.03 PEG26
28.69 16.26 Unemotional Growth
21.35 28.71 Relative Strength - 13 Week
5.95 40.86 Relative Strength - 26 Week
5.47 6.87 Plowback
3.88 11.34 Keystone EPS
3.35 Nasdaq 100 Index Trust
2.06 S&P500 Trust (Spider)
1.49 11.25 Spark
0.22 42.57 Relative Strength - IBD
0.14 11.34 Keystone
-6.03 26.80 PEG13
43.49 39.89 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-63.65 QCOM Qualcomm Inc. $179.31 $65.19
35.44 JDSU JDS Uniphase $94.00 $127.31
97.87 SEBL Siebel Systems $85.00 $168.19
45.61 ORCL Oracle Corp. $59.06 $86.00
102.21 NTAP Network Appliance $42.50 $85.94
143.68 PMCS PMC-Sierra $79.38 $193.42
-28.43 CTS CTS Corp. $74.75 $53.50
24.75 SUNW Sun Microsystems $76.50 $95.44
10.11 SYMC Symantec Corp. $56.88 $62.63
31.28 NOK Nokia Corp. ADR $46.75 $61.38
0.14 11.34 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
35.44 JDSU JDS Uniphase $94.00 $127.31
-63.65 QCOM Qualcomm Inc. $179.31 $65.19
45.61 ORCL Oracle Corp. $59.06 $86.00
-41.45 YHOO Yahoo! Inc. $237.50 $139.06
24.75 SUNW Sun Microsystems $76.50 $95.44
43.42 EMC EMC Corp. $57.00 $81.75
12.78 AMGN Amgen $62.40 $70.38
52.57 AMAT Applied Materials $63.25 $96.50
27.59 CSCO Cisco Systems $54.03 $68.94
-23.68 HD Home Depot $65.19 $49.75
3.88 11.34 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
35.44 JDSU JDS Uniphase $94.00 $127.31
-63.65 QCOM Qualcomm Inc. $179.31 $65.19
-41.45 YHOO Yahoo! Inc. $237.50 $139.06
45.61 ORCL Oracle Corp. $59.06 $86.00
43.42 EMC EMC Corp. $57.00 $81.75
52.57 AMAT Applied Materials $63.25 $96.50
24.75 SUNW Sun Microsystems $76.50 $95.44
12.78 AMGN Amgen $62.40 $70.38
-23.68 HD Home Depot $65.19 $49.75
27.59 CSCO Cisco Systems $54.03 $68.94
43.49 15.83 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
35.44 JDSU JDS Uniphase $94.00 $127.31
-63.65 QCOM Qualcomm Inc. $179.31 $65.19
45.61 ORCL Oracle Corp. $59.06 $86.00
102.21 NTAP Network Appliance $42.50 $85.94
97.87 SEBL Siebel Systems $85.00 $168.19
-41.45 YHOO Yahoo! Inc. $237.50 $139.06
-66.99 CMGI CMGI Inc. $163.22 $53.88
36.59 NT Nortel Networks $50.47 $68.94
-12.13 GTW Gateway Inc. $69.56 $61.13
24.75 SUNW Sun Microsystems $76.50 $95.44
-6.03 26.80 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-43.23 WAXS World Access $19.38 $11.00
82.13 IRF Int'l Rectifier $25.19 $45.88
-8.51 TTN Titan Corp. $47.00 $43.00
10.11 SYMC Symantec Corp. $56.88 $62.63
-70.66 MCRS MICROS Systems $64.75 $19.00
120.86 ADCT ADC Telecom. $36.25 $80.06
31.28 NOK Nokia Corp. ADR $46.75 $61.38
110.54 TECH Techne Corp. $58.13 $122.38
36.59 NT Nortel Networks $50.47 $68.94
-1.12 PEB PE Biosystems Group $58.66 $58.00
41.24 31.03 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
51.81 CY Cypress Semiconductor $32.81 $49.81
82.13 IRF Int'l Rectifier $25.19 $45.88
-28.43 CTS CTS Corp. $74.75 $53.50
-8.51 TTN Titan Corp. $47.00 $43.00
109.22 MU Micron Technology $37.97 $79.44
-12.13 GTW Gateway Inc. $69.56 $61.13
4.86 CHIR Chiron Corp. $45.00 $47.19
31.28 NOK Nokia Corp. ADR $46.75 $61.38
43.42 EMC EMC Corp. $57.00 $81.75
36.59 NT Nortel Networks $50.47 $68.94
5.47 6.87 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
48.09 VRTS VERITAS Software $94.67 $140.19
45.61 ORCL Oracle Corp. $59.06 $86.00
-66.99 CMGI CMGI Inc. $163.22 $53.88
-12.13 GTW Gateway Inc. $69.56 $61.13
12.78 AMGN Amgen $62.40 $70.38
31.28 NOK Nokia Corp. ADR $46.75 $61.38
-2.58 DELL Dell Computer $50.88 $49.56
56.90 INTC Intel Corp. $87.00 $136.50
-36.78 MSFT Microsoft Corp. $116.56 $73.69
-7.43 CL Colgate-Palmolive $62.25 $57.63
0.22 42.57 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-63.65 QCOM Qualcomm Inc. $179.31 $65.19
-8.51 TTN Titan Corp. $47.00 $43.00
35.44 JDSU JDS Uniphase $94.00 $127.31
-60.05 HLIT Harmonic Inc. $92.47 $36.94
97.87 SEBL Siebel Systems $85.00 $168.19
45.61 ORCL Oracle Corp. $59.06 $86.00
104.18 IDTI Integrated Device $28.41 $58.00
102.21 NTAP Network Appliance $42.50 $85.94
143.68 PMCS PMC-Sierra $79.38 $193.42
28.95 IDPH IDEC Pharmac. $93.25 $120.25
21.35 28.71 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-8.51 TTN Titan Corp. $47.00 $43.00
35.44 JDSU JDS Uniphase $94.00 $127.31
-63.65 QCOM Qualcomm Inc. $179.31 $65.19
97.87 SEBL Siebel Systems $85.00 $168.19
45.61 ORCL Oracle Corp. $59.06 $86.00
102.21 NTAP Network Appliance $42.50 $85.94
54.04 IMNX Immunex Corp. $34.00 $52.38
-41.45 YHOO Yahoo! Inc. $237.50 $139.06
28.95 IDPH IDEC Pharmac. $93.25 $120.25
36.59 NT Nortel Networks $50.47 $68.94
5.95 40.86 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
35.44 JDSU JDS Uniphase $94.00 $127.31
-8.51 TTN Titan Corp. $47.00 $43.00
-63.65 QCOM Qualcomm Inc. $179.31 $65.19
-60.05 HLIT Harmonic Inc. $92.47 $36.94
126.53 CYTC Cytyc Corp. $29.69 $67.25
45.61 ORCL Oracle Corp. $59.06 $86.00
102.21 NTAP Network Appliance $42.50 $85.94
97.87 SEBL Siebel Systems $85.00 $168.19
104.18 IDTI Integrated Device $28.41 $58.00
28.95 IDPH IDEC Pharmac. $93.25 $120.25
1.49 11.25 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
27.59 CSCO Cisco Systems $54.03 $68.94
-18.71 WMT Wal-Mart Stores $66.81 $54.31
56.90 INTC Intel Corp. $87.00 $136.50
-34.64 AOL America Online $83.00 $54.25
-23.68 HD Home Depot $65.19 $49.75
36.59 NT Nortel Networks $50.47 $68.94
-2.58 DELL Dell Computer $50.88 $49.56
43.42 EMC EMC Corp. $57.00 $81.75
-41.45 YHOO Yahoo! Inc. $237.50 $139.06
69.02 TXN Texas Instruments $51.44 $86.94
28.69 16.26 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-63.65 QCOM Qualcomm Inc. $179.31 $65.19
35.44 JDSU JDS Uniphase $94.00 $127.31
97.87 SEBL Siebel Systems $85.00 $168.19
102.21 NTAP Network Appliance $42.50 $85.94
-28.43 CTS CTS Corp. $74.75 $53.50
96.11 CDWC CDW Computer Ctrs $69.03 $135.38
5.90 TLAB Tellabs Inc. $65.63 $69.50
-71.02 AEOS Amer. Eagle Out. $44.00 $12.75
-25.39 TIF Tiffany & Co. $84.94 $63.38
13.55 JMED Jones Pharma $29.67 $33.69
2.06 SPY S&P500 Trust (Spider) $145.44 $148.44
3.35 QQQ Nasdaq 100 Index Trust $94.75 $97.92