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 26, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
48.17 31.16 PEG26
37.42 31.77 Formula 90
37.42 10.25 Keystone 100
23.02 11.13 Unemotional Growth
16.36 24.90 Relative Strength - 13 Week
0.20 S&P500 Trust (Spider)
-0.73 Nasdaq 100 Index Trust
-1.60 5.25 Keystone EPS
-1.99 1.24 Plowback
-2.77 4.60 Spark
-2.82 38.86 Relative Strength - IBD
-3.88 33.06 Relative Strength - 26 Week
-4.36 5.25 Keystone
-4.45 28.77 PEG13
37.42 31.77 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-63.89 QCOM Qualcomm Inc. $179.31 $64.75
33.64 JDSU JDS Uniphase $94.00 $125.63
84.26 SEBL Siebel Systems $85.00 $156.63
40.00 ORCL Oracle Corp. $59.06 $82.69
93.09 NTAP Network Appliance $42.50 $82.06
136.93 PMCS PMC-Sierra $79.38 $188.06
-32.02 CTS CTS Corp. $74.75 $50.81
18.22 SUNW Sun Microsystems $76.50 $90.44
-5.49 SYMC Symantec Corp. $56.88 $53.75
12.97 NOK Nokia Corp. ADR $46.75 $52.81
-4.36 5.25 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
33.64 JDSU JDS Uniphase $94.00 $125.63
-63.89 QCOM Qualcomm Inc. $179.31 $64.75
40.00 ORCL Oracle Corp. $59.06 $82.69
-49.76 YHOO Yahoo! Inc. $237.50 $119.31
18.22 SUNW Sun Microsystems $76.50 $90.44
32.02 EMC EMC Corp. $57.00 $75.25
12.08 AMGN Amgen $62.40 $69.94
41.50 AMAT Applied Materials $63.25 $89.50
16.25 CSCO Cisco Systems $54.03 $62.81
-27.52 HD Home Depot $65.19 $47.25
-1.60 5.25 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
33.64 JDSU JDS Uniphase $94.00 $125.63
-63.89 QCOM Qualcomm Inc. $179.31 $64.75
-49.76 YHOO Yahoo! Inc. $237.50 $119.31
40.00 ORCL Oracle Corp. $59.06 $82.69
32.02 EMC EMC Corp. $57.00 $75.25
41.50 AMAT Applied Materials $63.25 $89.50
18.22 SUNW Sun Microsystems $76.50 $90.44
12.08 AMGN Amgen $62.40 $69.94
-27.52 HD Home Depot $65.19 $47.25
16.25 CSCO Cisco Systems $54.03 $62.81
37.42 10.25 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
33.64 JDSU JDS Uniphase $94.00 $125.63
-63.89 QCOM Qualcomm Inc. $179.31 $64.75
40.00 ORCL Oracle Corp. $59.06 $82.69
93.09 NTAP Network Appliance $42.50 $82.06
84.26 SEBL Siebel Systems $85.00 $156.63
-49.76 YHOO Yahoo! Inc. $237.50 $119.31
-72.28 CMGI CMGI Inc. $163.22 $45.25
35.98 NT Nortel Networks $50.47 $68.63
-16.71 GTW Gateway Inc. $69.56 $57.94
18.22 SUNW Sun Microsystems $76.50 $90.44
-4.45 28.77 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-42.58 WAXS World Access $19.38 $11.13
112.41 IRF Int'l Rectifier $25.19 $53.50
-12.23 TTN Titan Corp. $47.00 $41.25
-5.49 SYMC Symantec Corp. $56.88 $53.75
-74.32 MCRS MICROS Systems $64.75 $16.63
134.48 ADCT ADC Telecom. $36.25 $85.00
12.97 NOK Nokia Corp. ADR $46.75 $52.81
118.49 TECH Techne Corp. $58.13 $127.00
35.98 NT Nortel Networks $50.47 $68.63
8.04 PEB PE Biosystems Group $58.66 $63.38
48.17 31.16 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
37.14 CY Cypress Semiconductor $32.81 $45.00
112.41 IRF Int'l Rectifier $25.19 $53.50
-32.02 CTS CTS Corp. $74.75 $50.81
-12.23 TTN Titan Corp. $47.00 $41.25
135.56 MU Micron Technology $37.97 $89.44
-16.71 GTW Gateway Inc. $69.56 $57.94
6.53 CHIR Chiron Corp. $45.00 $47.94
12.97 NOK Nokia Corp. ADR $46.75 $52.81
32.02 EMC EMC Corp. $57.00 $75.25
35.98 NT Nortel Networks $50.47 $68.63
-1.99 1.24 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
26.96 VRTS VERITAS Software $94.67 $120.19
40.00 ORCL Oracle Corp. $59.06 $82.69
-72.28 CMGI CMGI Inc. $163.22 $45.25
-16.71 GTW Gateway Inc. $69.56 $57.94
12.08 AMGN Amgen $62.40 $69.94
12.97 NOK Nokia Corp. ADR $46.75 $52.81
-3.69 DELL Dell Computer $50.88 $49.00
54.24 INTC Intel Corp. $87.00 $134.19
-31.80 MSFT Microsoft Corp. $116.56 $79.50
-9.34 CL Colgate-Palmolive $62.25 $56.44
-2.82 38.86 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-63.89 QCOM Qualcomm Inc. $179.31 $64.75
-12.23 TTN Titan Corp. $47.00 $41.25
33.64 JDSU JDS Uniphase $94.00 $125.63
-55.86 HLIT Harmonic Inc. $92.47 $40.81
84.26 SEBL Siebel Systems $85.00 $156.63
40.00 ORCL Oracle Corp. $59.06 $82.69
106.16 IDTI Integrated Device $28.41 $58.56
93.09 NTAP Network Appliance $42.50 $82.06
136.93 PMCS PMC-Sierra $79.38 $188.06
26.47 IDPH IDEC Pharmac. $93.25 $117.94
16.36 24.90 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-12.23 TTN Titan Corp. $47.00 $41.25
33.64 JDSU JDS Uniphase $94.00 $125.63
-63.89 QCOM Qualcomm Inc. $179.31 $64.75
84.26 SEBL Siebel Systems $85.00 $156.63
40.00 ORCL Oracle Corp. $59.06 $82.69
93.09 NTAP Network Appliance $42.50 $82.06
61.40 IMNX Immunex Corp. $34.00 $54.88
-49.76 YHOO Yahoo! Inc. $237.50 $119.31
26.47 IDPH IDEC Pharmac. $93.25 $117.94
35.98 NT Nortel Networks $50.47 $68.63
-3.88 33.06 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
33.64 JDSU JDS Uniphase $94.00 $125.63
-12.23 TTN Titan Corp. $47.00 $41.25
-63.89 QCOM Qualcomm Inc. $179.31 $64.75
-55.86 HLIT Harmonic Inc. $92.47 $40.81
78.95 CYTC Cytyc Corp. $29.69 $53.13
40.00 ORCL Oracle Corp. $59.06 $82.69
93.09 NTAP Network Appliance $42.50 $82.06
84.26 SEBL Siebel Systems $85.00 $156.63
106.16 IDTI Integrated Device $28.41 $58.56
26.47 IDPH IDEC Pharmac. $93.25 $117.94
-2.77 4.60 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
16.25 CSCO Cisco Systems $54.03 $62.81
-19.18 WMT Wal-Mart Stores $66.81 $54.00
54.24 INTC Intel Corp. $87.00 $134.19
-37.65 AOL America Online $83.00 $51.75
-27.52 HD Home Depot $65.19 $47.25
35.98 NT Nortel Networks $50.47 $68.63
-3.69 DELL Dell Computer $50.88 $49.00
32.02 EMC EMC Corp. $57.00 $75.25
-49.76 YHOO Yahoo! Inc. $237.50 $119.31
45.32 TXN Texas Instruments $51.44 $74.75
23.02 11.13 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-63.89 QCOM Qualcomm Inc. $179.31 $64.75
33.64 JDSU JDS Uniphase $94.00 $125.63
84.26 SEBL Siebel Systems $85.00 $156.63
93.09 NTAP Network Appliance $42.50 $82.06
-32.02 CTS CTS Corp. $74.75 $50.81
74.92 CDWC CDW Computer Ctrs $34.52 $60.38
-5.33 TLAB Tellabs Inc. $65.63 $62.13
-71.31 AEOS Amer. Eagle Out. $44.00 $12.63
-27.45 TIF Tiffany & Co. $84.94 $61.63
25.35 JMED Jones Pharma $29.67 $37.19
0.20 SPY S&P500 Trust (Spider) $145.44 $145.73
-0.73 QQQ Nasdaq 100 Index Trust $94.75 $94.06