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 10, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
45.86 34.08 PEG26
30.77 28.07 Formula 90
30.77 7.72 Keystone 100
17.96 18.47 Unemotional Growth
8.73 24.03 Relative Strength - 13 Week
4.51 7.19 Spark
1.53 S&P500 Trust (Spider)
-0.43 Nasdaq 100 Index Trust
-3.13 1.17 Plowback
-5.28 30.59 PEG13
-10.38 35.07 Relative Strength - IBD
-11.29 2.61 Keystone EPS
-13.80 28.92 Relative Strength - 26 Week
-14.01 2.61 Keystone
30.77 28.07 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-69.40 QCOM Qualcomm Inc. $179.31 $54.88
7.58 JDSU JDS Uniphase $94.00 $101.13
98.97 SEBL Siebel Systems $85.00 $169.13
25.50 ORCL Oracle Corp. $59.06 $74.13
91.18 NTAP Network Appliance $42.50 $81.25
143.39 PMCS PMC-Sierra $79.38 $193.19
-38.55 CTS CTS Corp. $74.75 $45.94
19.93 SUNW Sun Microsystems $76.50 $91.75
-11.32 SYMC Symantec Corp. $56.88 $50.44
13.37 NOK Nokia Corp. ADR $46.75 $53.00
-14.01 2.61 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
7.58 JDSU JDS Uniphase $94.00 $101.13
-69.40 QCOM Qualcomm Inc. $179.31 $54.88
25.50 ORCL Oracle Corp. $59.06 $74.13
-53.68 YHOO Yahoo! Inc. $237.50 $110.00
19.93 SUNW Sun Microsystems $76.50 $91.75
33.55 EMC EMC Corp. $57.00 $76.13
17.19 AMGN Amgen $62.40 $73.13
40.12 AMAT Applied Materials $63.25 $88.63
16.83 CSCO Cisco Systems $54.03 $63.13
-11.51 HD Home Depot $65.19 $57.69
-11.29 2.61 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
7.58 JDSU JDS Uniphase $94.00 $101.13
-69.40 QCOM Qualcomm Inc. $179.31 $54.88
-53.68 YHOO Yahoo! Inc. $237.50 $110.00
25.50 ORCL Oracle Corp. $59.06 $74.13
33.55 EMC EMC Corp. $57.00 $76.13
40.12 AMAT Applied Materials $63.25 $88.63
19.93 SUNW Sun Microsystems $76.50 $91.75
17.19 AMGN Amgen $62.40 $73.13
-11.51 HD Home Depot $65.19 $57.69
16.83 CSCO Cisco Systems $54.03 $63.13
30.77 7.72 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
7.58 JDSU JDS Uniphase $94.00 $101.13
-69.40 QCOM Qualcomm Inc. $179.31 $54.88
25.50 ORCL Oracle Corp. $59.06 $74.13
91.18 NTAP Network Appliance $42.50 $81.25
98.97 SEBL Siebel Systems $85.00 $169.13
-53.68 YHOO Yahoo! Inc. $237.50 $110.00
-76.11 CMGI CMGI Inc. $163.22 $39.00
39.20 NT Nortel Networks $50.47 $70.25
-6.02 GTW Gateway Inc. $69.56 $65.38
19.93 SUNW Sun Microsystems $76.50 $91.75
-5.28 30.59 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-43.23 WAXS World Access $19.38 $11.00
118.61 IRF Int'l Rectifier $25.19 $55.06
-19.02 TTN Titan Corp. $47.00 $38.06
-11.32 SYMC Symantec Corp. $56.88 $50.44
-71.43 MCRS MICROS Systems $64.75 $18.50
116.21 ADCT ADC Telecom. $36.25 $78.38
13.37 NOK Nokia Corp. ADR $46.75 $53.00
137.31 TECH Techne Corp. $58.13 $137.94
39.20 NT Nortel Networks $50.47 $70.25
26.16 PEB PE Biosystems Group $58.66 $74.00
45.86 34.08 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
27.24 CY Cypress Semiconductor $32.81 $41.75
118.61 IRF Int'l Rectifier $25.19 $55.06
-38.55 CTS CTS Corp. $74.75 $45.94
-19.02 TTN Titan Corp. $47.00 $38.06
140.99 MU Micron Technology $37.97 $91.50
-6.02 GTW Gateway Inc. $69.56 $65.38
31.39 CHIR Chiron Corp. $45.00 $59.13
13.37 NOK Nokia Corp. ADR $46.75 $53.00
33.55 EMC EMC Corp. $57.00 $76.13
39.20 NT Nortel Networks $50.47 $70.25
-3.13 1.17 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
23.79 VRTS VERITAS Software $94.67 $117.19
25.50 ORCL Oracle Corp. $59.06 $74.13
-76.11 CMGI CMGI Inc. $163.22 $39.00
-6.02 GTW Gateway Inc. $69.56 $65.38
17.19 AMGN Amgen $62.40 $73.13
13.37 NOK Nokia Corp. ADR $46.75 $53.00
-2.21 DELL Dell Computer $50.88 $49.75
58.55 INTC Intel Corp. $87.00 $137.94
-31.85 MSFT Microsoft Corp. $116.56 $79.44
-10.54 CL Colgate-Palmolive $62.25 $55.69
-10.38 35.07 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-69.40 QCOM Qualcomm Inc. $179.31 $54.88
-19.02 TTN Titan Corp. $47.00 $38.06
7.58 JDSU JDS Uniphase $94.00 $101.13
-70.06 HLIT Harmonic Inc. $92.47 $27.69
98.97 SEBL Siebel Systems $85.00 $169.13
25.50 ORCL Oracle Corp. $59.06 $74.13
104.18 IDTI Integrated Device $28.41 $58.00
91.18 NTAP Network Appliance $42.50 $81.25
143.39 PMCS PMC-Sierra $79.38 $193.19
38.34 IDPH IDEC Pharmac. $93.25 $129.00
8.73 24.03 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-19.02 TTN Titan Corp. $47.00 $38.06
7.58 JDSU JDS Uniphase $94.00 $101.13
-69.40 QCOM Qualcomm Inc. $179.31 $54.88
98.97 SEBL Siebel Systems $85.00 $169.13
25.50 ORCL Oracle Corp. $59.06 $74.13
91.18 NTAP Network Appliance $42.50 $81.25
81.62 IMNX Immunex Corp. $34.00 $61.75
-53.68 YHOO Yahoo! Inc. $237.50 $110.00
38.34 IDPH IDEC Pharmac. $93.25 $129.00
39.20 NT Nortel Networks $50.47 $70.25
-13.80 28.92 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
7.58 JDSU JDS Uniphase $94.00 $101.13
-19.02 TTN Titan Corp. $47.00 $38.06
-69.40 QCOM Qualcomm Inc. $179.31 $54.88
-70.06 HLIT Harmonic Inc. $92.47 $27.69
81.89 CYTC Cytyc Corp. $29.69 $54.00
25.50 ORCL Oracle Corp. $59.06 $74.13
91.18 NTAP Network Appliance $42.50 $81.25
98.97 SEBL Siebel Systems $85.00 $169.13
104.18 IDTI Integrated Device $28.41 $58.00
38.34 IDPH IDEC Pharmac. $93.25 $129.00
4.51 7.19 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
16.83 CSCO Cisco Systems $54.03 $63.13
-8.33 WMT Wal-Mart Stores $66.81 $61.25
58.55 INTC Intel Corp. $87.00 $137.94
-32.98 AOL America Online $83.00 $55.63
-11.51 HD Home Depot $65.19 $57.69
39.20 NT Nortel Networks $50.47 $70.25
-2.21 DELL Dell Computer $50.88 $49.75
33.55 EMC EMC Corp. $57.00 $76.13
-53.68 YHOO Yahoo! Inc. $237.50 $110.00
32.44 TXN Texas Instruments $51.44 $68.13
17.96 18.47 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-69.40 QCOM Qualcomm Inc. $179.31 $54.88
7.58 JDSU JDS Uniphase $94.00 $101.13
98.97 SEBL Siebel Systems $85.00 $169.13
91.18 NTAP Network Appliance $42.50 $81.25
-38.55 CTS CTS Corp. $74.75 $45.94
110.41 CDWC CDW Computer Ctrs $34.52 $72.63
9.62 TLAB Tellabs Inc. $65.63 $71.94
-67.19 AEOS Amer. Eagle Out. $44.00 $14.44
-14.28 TIF Tiffany & Co. $84.94 $72.81
56.32 JMED Jones Pharma $29.67 $46.38
1.53 SPY S&P500 Trust (Spider) $145.44 $147.66
-0.43 QQQ Nasdaq 100 Index Trust $94.75 $94.34