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 July 3, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
52.18 34.53 PEG26
38.85 30.70 Formula 90
38.85 12.22 Keystone 100
24.36 17.29 Unemotional Growth
18.58 26.90 Relative Strength - 13 Week
1.96 36.68 PEG13
1.27 S&P500 Trust (Spider)
0.58 6.59 Spark
0.40 Nasdaq 100 Index Trust
-1.00 6.52 Keystone EPS
-3.29 38.38 Relative Strength - IBD
-4.44 6.52 Keystone
-4.93 0.54 Plowback
-7.71 33.10 Relative Strength - 26 Week
38.85 30.70 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-66.40 QCOM Qualcomm Inc. $179.31 $60.25
36.37 JDSU JDS Uniphase $94.00 $128.19
93.68 SEBL Siebel Systems $85.00 $164.63
35.77 ORCL Oracle Corp. $59.06 $80.19
94.85 NTAP Network Appliance $42.50 $82.81
124.41 PMCS PMC-Sierra $79.38 $178.13
-36.71 CTS CTS Corp. $74.75 $47.31
18.22 SUNW Sun Microsystems $76.50 $90.44
-4.73 SYMC Symantec Corp. $56.88 $54.19
11.50 NOK Nokia Corp. ADR $46.75 $52.13
-4.44 6.52 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
36.37 JDSU JDS Uniphase $94.00 $128.19
-66.40 QCOM Qualcomm Inc. $179.31 $60.25
35.77 ORCL Oracle Corp. $59.06 $80.19
-46.16 YHOO Yahoo! Inc. $237.50 $127.88
18.22 SUNW Sun Microsystems $76.50 $90.44
35.42 EMC EMC Corp. $57.00 $77.19
9.78 AMGN Amgen $62.40 $68.50
46.34 AMAT Applied Materials $63.25 $92.56
19.61 CSCO Cisco Systems $54.03 $64.63
-23.78 HD Home Depot $65.19 $49.69
-1.00 6.52 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
36.37 JDSU JDS Uniphase $94.00 $128.19
-66.40 QCOM Qualcomm Inc. $179.31 $60.25
-46.16 YHOO Yahoo! Inc. $237.50 $127.88
35.77 ORCL Oracle Corp. $59.06 $80.19
35.42 EMC EMC Corp. $57.00 $77.19
46.34 AMAT Applied Materials $63.25 $92.56
18.22 SUNW Sun Microsystems $76.50 $90.44
9.78 AMGN Amgen $62.40 $68.50
-23.78 HD Home Depot $65.19 $49.69
19.61 CSCO Cisco Systems $54.03 $64.63
38.85 12.22 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
36.37 JDSU JDS Uniphase $94.00 $128.19
-66.40 QCOM Qualcomm Inc. $179.31 $60.25
35.77 ORCL Oracle Corp. $59.06 $80.19
94.85 NTAP Network Appliance $42.50 $82.81
93.68 SEBL Siebel Systems $85.00 $164.63
-46.16 YHOO Yahoo! Inc. $237.50 $127.88
-71.63 CMGI CMGI Inc. $163.22 $46.31
43.16 NT Nortel Networks $50.47 $72.25
-15.63 GTW Gateway Inc. $69.56 $58.69
18.22 SUNW Sun Microsystems $76.50 $90.44
1.96 36.68 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-43.23 WAXS World Access $19.38 $11.00
134.24 IRF Int'l Rectifier $25.19 $59.00
-6.52 TTN Titan Corp. $47.00 $43.94
-4.73 SYMC Symantec Corp. $56.88 $54.19
-69.98 MCRS MICROS Systems $64.75 $19.44
131.03 ADCT ADC Telecom. $36.25 $83.75
11.50 NOK Nokia Corp. ADR $46.75 $52.13
154.62 TECH Techne Corp. $58.13 $148.00
43.16 NT Nortel Networks $50.47 $72.25
16.65 PEB PE Biosystems Group $58.66 $68.42
52.18 34.53 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
32.19 CY Cypress Semiconductor $32.81 $43.38
134.24 IRF Int'l Rectifier $25.19 $59.00
-36.71 CTS CTS Corp. $74.75 $47.31
-6.52 TTN Titan Corp. $47.00 $43.94
137.70 MU Micron Technology $37.97 $90.25
-15.63 GTW Gateway Inc. $69.56 $58.69
10.00 CHIR Chiron Corp. $45.00 $49.50
11.50 NOK Nokia Corp. ADR $46.75 $52.13
35.42 EMC EMC Corp. $57.00 $77.19
43.16 NT Nortel Networks $50.47 $72.25
-4.93 0.54 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
17.06 VRTS VERITAS Software $94.67 $110.81
35.77 ORCL Oracle Corp. $59.06 $80.19
-71.63 CMGI CMGI Inc. $163.22 $46.31
-15.63 GTW Gateway Inc. $69.56 $58.69
9.78 AMGN Amgen $62.40 $68.50
11.50 NOK Nokia Corp. ADR $46.75 $52.13
-3.56 DELL Dell Computer $50.88 $49.06
57.33 INTC Intel Corp. $87.00 $136.88
-31.37 MSFT Microsoft Corp. $116.56 $80.00
-3.82 CL Colgate-Palmolive $62.25 $59.88
-3.29 38.38 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-66.40 QCOM Qualcomm Inc. $179.31 $60.25
-6.52 TTN Titan Corp. $47.00 $43.94
36.37 JDSU JDS Uniphase $94.00 $128.19
-73.57 HLIT Harmonic Inc. $92.47 $24.44
93.68 SEBL Siebel Systems $85.00 $164.63
35.77 ORCL Oracle Corp. $59.06 $80.19
117.60 IDTI Integrated Device $28.41 $61.81
94.85 NTAP Network Appliance $42.50 $82.81
124.41 PMCS PMC-Sierra $79.38 $178.13
27.61 IDPH IDEC Pharmac. $93.25 $119.00
18.58 26.90 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-6.52 TTN Titan Corp. $47.00 $43.94
36.37 JDSU JDS Uniphase $94.00 $128.19
-66.40 QCOM Qualcomm Inc. $179.31 $60.25
93.68 SEBL Siebel Systems $85.00 $164.63
35.77 ORCL Oracle Corp. $59.06 $80.19
94.85 NTAP Network Appliance $42.50 $82.81
56.62 IMNX Immunex Corp. $34.00 $53.25
-46.16 YHOO Yahoo! Inc. $237.50 $127.88
27.61 IDPH IDEC Pharmac. $93.25 $119.00
43.16 NT Nortel Networks $50.47 $72.25
-7.71 33.10 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
36.37 JDSU JDS Uniphase $94.00 $128.19
-6.52 TTN Titan Corp. $47.00 $43.94
-66.40 QCOM Qualcomm Inc. $179.31 $60.25
-73.57 HLIT Harmonic Inc. $92.47 $24.44
71.58 CYTC Cytyc Corp. $29.69 $50.94
35.77 ORCL Oracle Corp. $59.06 $80.19
94.85 NTAP Network Appliance $42.50 $82.81
93.68 SEBL Siebel Systems $85.00 $164.63
117.60 IDTI Integrated Device $28.41 $61.81
27.61 IDPH IDEC Pharmac. $93.25 $119.00
0.58 6.59 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
19.61 CSCO Cisco Systems $54.03 $64.63
-14.87 WMT Wal-Mart Stores $66.81 $56.88
57.33 INTC Intel Corp. $87.00 $136.88
-35.39 AOL America Online $83.00 $53.63
-23.78 HD Home Depot $65.19 $49.69
43.16 NT Nortel Networks $50.47 $72.25
-3.56 DELL Dell Computer $50.88 $49.06
35.42 EMC EMC Corp. $57.00 $77.19
-46.16 YHOO Yahoo! Inc. $237.50 $127.88
34.14 TXN Texas Instruments $51.44 $69.00
24.36 17.29 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-66.40 QCOM Qualcomm Inc. $179.31 $60.25
36.37 JDSU JDS Uniphase $94.00 $128.19
93.68 SEBL Siebel Systems $85.00 $164.63
94.85 NTAP Network Appliance $42.50 $82.81
-36.71 CTS CTS Corp. $74.75 $47.31
92.30 CDWC CDW Computer Ctrs $34.52 $66.38
7.62 TLAB Tellabs Inc. $65.63 $70.63
-67.90 AEOS Amer. Eagle Out. $44.00 $14.13
-19.94 TIF Tiffany & Co. $84.94 $68.00
39.04 JMED Jones Pharma $29.67 $41.25
1.27 SPY S&P500 Trust (Spider) $145.44 $147.28
0.40 QQQ Nasdaq 100 Index Trust $94.75 $95.13