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 17, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
64.96 46.12 PEG26
49.97 44.56 Formula 90
49.97 21.26 Keystone 100
37.60 22.51 Unemotional Growth
17.74 34.81 Relative Strength - 13 Week
10.04 15.41 Spark
7.06 Nasdaq 100 Index Trust
3.82 S&P500 Trust (Spider)
3.10 37.90 PEG13
2.51 6.25 Plowback
-1.18 47.72 Relative Strength - 26 Week
-1.21 54.74 Relative Strength - IBD
-2.25 9.55 Keystone EPS
-5.51 9.55 Keystone
49.97 44.56 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-61.07 QCOM Qualcomm Inc. $179.31 $69.81
23.20 JDSU JDS Uniphase $94.00 $115.81
118.82 SEBL Siebel Systems $85.00 $186.00
28.89 ORCL Oracle Corp. $59.06 $76.13
140.00 NTAP Network Appliance $42.50 $102.00
189.13 PMCS PMC-Sierra $79.38 $229.50
-32.94 CTS CTS Corp. $74.75 $50.13
25.98 SUNW Sun Microsystems $76.50 $96.38
-7.25 SYMC Symantec Corp. $56.88 $52.75
20.86 NOK Nokia Corp. ADR $46.75 $56.50
-5.51 9.55 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
23.20 JDSU JDS Uniphase $94.00 $115.81
-61.07 QCOM Qualcomm Inc. $179.31 $69.81
28.89 ORCL Oracle Corp. $59.06 $76.13
-44.58 YHOO Yahoo! Inc. $237.50 $131.63
25.98 SUNW Sun Microsystems $76.50 $96.38
42.32 EMC EMC Corp. $57.00 $81.13
15.99 AMGN Amgen $62.40 $72.38
48.62 AMAT Applied Materials $63.25 $94.00
28.86 CSCO Cisco Systems $54.03 $69.63
-12.75 HD Home Depot $65.19 $56.88
-2.25 9.55 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
23.20 JDSU JDS Uniphase $94.00 $115.81
-61.07 QCOM Qualcomm Inc. $179.31 $69.81
-44.58 YHOO Yahoo! Inc. $237.50 $131.63
28.89 ORCL Oracle Corp. $59.06 $76.13
42.32 EMC EMC Corp. $57.00 $81.13
48.62 AMAT Applied Materials $63.25 $94.00
25.98 SUNW Sun Microsystems $76.50 $96.38
15.99 AMGN Amgen $62.40 $72.38
-12.75 HD Home Depot $65.19 $56.88
28.86 CSCO Cisco Systems $54.03 $69.63
49.97 21.26 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
23.20 JDSU JDS Uniphase $94.00 $115.81
-61.07 QCOM Qualcomm Inc. $179.31 $69.81
28.89 ORCL Oracle Corp. $59.06 $76.13
140.00 NTAP Network Appliance $42.50 $102.00
118.82 SEBL Siebel Systems $85.00 $186.00
-44.58 YHOO Yahoo! Inc. $237.50 $131.63
-69.94 CMGI CMGI Inc. $163.22 $49.06
57.77 NT Nortel Networks $50.47 $79.63
-6.47 GTW Gateway Inc. $69.56 $65.06
25.98 SUNW Sun Microsystems $76.50 $96.38
3.10 37.90 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-46.13 WAXS World Access $19.38 $10.44
158.56 IRF Int'l Rectifier $25.19 $65.13
-21.14 TTN Titan Corp. $47.00 $37.06
-7.25 SYMC Symantec Corp. $56.88 $52.75
-68.53 MCRS MICROS Systems $64.75 $20.38
121.90 ADCT ADC Telecom. $36.25 $80.44
20.86 NOK Nokia Corp. ADR $46.75 $56.50
119.57 TECH Techne Corp. $58.13 $127.63
57.77 NT Nortel Networks $50.47 $79.63
43.39 PEB PE Biosystems Group $58.66 $84.11
64.96 46.12 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
69.14 CY Cypress Semiconductor $32.81 $55.50
158.56 IRF Int'l Rectifier $25.19 $65.13
-32.94 CTS CTS Corp. $74.75 $50.13
-21.14 TTN Titan Corp. $47.00 $37.06
151.19 MU Micron Technology $37.97 $95.38
-6.47 GTW Gateway Inc. $69.56 $65.06
21.94 CHIR Chiron Corp. $45.00 $54.88
20.86 NOK Nokia Corp. ADR $46.75 $56.50
42.32 EMC EMC Corp. $57.00 $81.13
57.77 NT Nortel Networks $50.47 $79.63
2.51 6.25 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
44.06 VRTS VERITAS Software $94.67 $136.38
28.89 ORCL Oracle Corp. $59.06 $76.13
-69.94 CMGI CMGI Inc. $163.22 $49.06
-6.47 GTW Gateway Inc. $69.56 $65.06
15.99 AMGN Amgen $62.40 $72.38
20.86 NOK Nokia Corp. ADR $46.75 $56.50
5.28 DELL Dell Computer $50.88 $53.56
68.18 INTC Intel Corp. $87.00 $146.31
-32.92 MSFT Microsoft Corp. $116.56 $78.19
-11.45 CL Colgate-Palmolive $62.25 $55.13
-1.21 54.74 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-61.07 QCOM Qualcomm Inc. $179.31 $69.81
-21.14 TTN Titan Corp. $47.00 $37.06
23.20 JDSU JDS Uniphase $94.00 $115.81
-65.87 HLIT Harmonic Inc. $92.47 $31.56
118.82 SEBL Siebel Systems $85.00 $186.00
28.89 ORCL Oracle Corp. $59.06 $76.13
159.41 IDTI Integrated Device $28.41 $73.69
140.00 NTAP Network Appliance $42.50 $102.00
189.13 PMCS PMC-Sierra $79.38 $229.50
35.99 IDPH IDEC Pharmac. $93.25 $126.81
17.74 34.81 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-21.14 TTN Titan Corp. $47.00 $37.06
23.20 JDSU JDS Uniphase $94.00 $115.81
-61.07 QCOM Qualcomm Inc. $179.31 $69.81
118.82 SEBL Siebel Systems $85.00 $186.00
28.89 ORCL Oracle Corp. $59.06 $76.13
140.00 NTAP Network Appliance $42.50 $102.00
70.22 IMNX Immunex Corp. $34.00 $57.88
-44.58 YHOO Yahoo! Inc. $237.50 $131.63
35.99 IDPH IDEC Pharmac. $93.25 $126.81
57.77 NT Nortel Networks $50.47 $79.63
-1.18 47.72 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
23.20 JDSU JDS Uniphase $94.00 $115.81
-21.14 TTN Titan Corp. $47.00 $37.06
-61.07 QCOM Qualcomm Inc. $179.31 $69.81
-65.87 HLIT Harmonic Inc. $92.47 $31.56
118.95 CYTC Cytyc Corp. $29.69 $65.00
28.89 ORCL Oracle Corp. $59.06 $76.13
140.00 NTAP Network Appliance $42.50 $102.00
118.82 SEBL Siebel Systems $85.00 $186.00
159.41 IDTI Integrated Device $28.41 $73.69
35.99 IDPH IDEC Pharmac. $93.25 $126.81
10.04 15.41 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
28.86 CSCO Cisco Systems $54.03 $69.63
-9.07 WMT Wal-Mart Stores $66.81 $60.75
68.18 INTC Intel Corp. $87.00 $146.31
-25.00 AOL America Online $83.00 $62.25
-12.75 HD Home Depot $65.19 $56.88
57.77 NT Nortel Networks $50.47 $79.63
5.28 DELL Dell Computer $50.88 $53.56
42.32 EMC EMC Corp. $57.00 $81.13
-44.58 YHOO Yahoo! Inc. $237.50 $131.63
43.13 TXN Texas Instruments $51.44 $73.63
37.60 22.51 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-61.07 QCOM Qualcomm Inc. $179.31 $69.81
23.20 JDSU JDS Uniphase $94.00 $115.81
118.82 SEBL Siebel Systems $85.00 $186.00
140.00 NTAP Network Appliance $42.50 $102.00
-32.94 CTS CTS Corp. $74.75 $50.13
77.27 CDWC CDW Computer Ctrs $34.52 $61.19
14.10 TLAB Tellabs Inc. $65.63 $74.88
-63.64 AEOS Amer. Eagle Out. $44.00 $16.00
-9.27 TIF Tiffany & Co. $84.94 $77.06
18.61 JMED Jones Pharma $29.67 $35.19
3.82 SPY S&P500 Trust (Spider) $145.44 $151.00
7.06 QQQ Nasdaq 100 Index Trust $94.75 $101.44