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 24, 2000
Annual Reinvest/Rebalance
46.06 18.42 Keystone 100
46.06 38.91 Formula 90
45.92 35.09 PEG26
32.18 16.80 Unemotional Growth
11.29 29.67 Relative Strength - 13 Week
3.96 10.05 Spark
1.97 9.64 Keystone EPS
0.97 S&P500 Trust (Spider)
0.82 24.23 PEG13
-0.26 Nasdaq 100 Index Trust
-2.12 9.64 Keystone
-5.75 -1.23 Plowback
-7.83 46.12 Relative Strength - IBD
-7.91 39.87 Relative Strength - 26 Week
46.06 38.91 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-64.73 QCOM Qualcomm Inc. $179.31 $63.25
40.03 JDSU JDS Uniphase $94.00 $131.63
86.10 SEBL Siebel Systems $85.00 $158.19
26.98 ORCL Oracle Corp. $59.06 $75.00
141.91 NTAP Network Appliance $42.50 $102.81
148.27 PMCS PMC-Sierra $79.38 $197.06
-42.39 CTS CTS Corp. $74.75 $43.06
31.29 SUNW Sun Microsystems $76.50 $100.44
5.49 SYMC Symantec Corp. $56.88 $60.00
16.18 NOK Nokia Corp. ADR $46.75 $54.31
-2.12 9.64 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
40.03 JDSU JDS Uniphase $94.00 $131.63
-64.73 QCOM Qualcomm Inc. $179.31 $63.25
26.98 ORCL Oracle Corp. $59.06 $75.00
-44.18 YHOO Yahoo! Inc. $237.50 $132.56
31.29 SUNW Sun Microsystems $76.50 $100.44
51.75 EMC EMC Corp. $57.00 $86.50
19.80 AMGN Amgen $62.40 $74.75
27.27 AMAT Applied Materials $63.25 $80.50
22.27 CSCO Cisco Systems $54.03 $66.06
-14.09 HD Home Depot $65.19 $56.00
1.97 9.64 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
40.03 JDSU JDS Uniphase $94.00 $131.63
-64.73 QCOM Qualcomm Inc. $179.31 $63.25
-44.18 YHOO Yahoo! Inc. $237.50 $132.56
26.98 ORCL Oracle Corp. $59.06 $75.00
51.75 EMC EMC Corp. $57.00 $86.50
27.27 AMAT Applied Materials $63.25 $80.50
31.29 SUNW Sun Microsystems $76.50 $100.44
19.80 AMGN Amgen $62.40 $74.75
-14.09 HD Home Depot $65.19 $56.00
22.27 CSCO Cisco Systems $54.03 $66.06
46.06 18.42 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
40.03 JDSU JDS Uniphase $94.00 $131.63
-64.73 QCOM Qualcomm Inc. $179.31 $63.25
26.98 ORCL Oracle Corp. $59.06 $75.00
141.91 NTAP Network Appliance $42.50 $102.81
86.10 SEBL Siebel Systems $85.00 $158.19
-44.18 YHOO Yahoo! Inc. $237.50 $132.56
-76.22 CMGI CMGI Inc. $163.22 $38.81
58.76 NT Nortel Networks $50.47 $80.13
-15.72 GTW Gateway Inc. $69.56 $58.63
31.29 SUNW Sun Microsystems $76.50 $100.44
0.82 24.23 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-49.35 WAXS World Access $19.38 $9.81
146.65 IRF Int'l Rectifier $25.19 $62.13
-31.91 TTN Titan Corp. $47.00 $32.00
5.49 SYMC Symantec Corp. $56.88 $60.00
-66.80 MCRS MICROS Systems $64.75 $21.50
17.07 ADCT ADC Telecom. $36.25 $42.44
16.18 NOK Nokia Corp. ADR $46.75 $54.31
101.72 TECH Techne Corp. $58.13 $117.25
58.76 NT Nortel Networks $50.47 $80.13
44.49 PEB PE Biosystems Group $58.66 $84.75
45.92 35.09 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
36.00 CY Cypress Semiconductor $32.81 $44.63
146.65 IRF Int'l Rectifier $25.19 $62.13
-42.39 CTS CTS Corp. $74.75 $43.06
-31.91 TTN Titan Corp. $47.00 $32.00
121.23 MU Micron Technology $37.97 $84.00
-15.72 GTW Gateway Inc. $69.56 $58.63
10.38 CHIR Chiron Corp. $45.00 $49.67
16.18 NOK Nokia Corp. ADR $46.75 $54.31
51.75 EMC EMC Corp. $57.00 $86.50
58.76 NT Nortel Networks $50.47 $80.13
-5.75 -1.23 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
16.40 VRTS VERITAS Software $94.67 $110.19
26.98 ORCL Oracle Corp. $59.06 $75.00
-76.22 CMGI CMGI Inc. $163.22 $38.81
-15.72 GTW Gateway Inc. $69.56 $58.63
19.80 AMGN Amgen $62.40 $74.75
16.18 NOK Nokia Corp. ADR $46.75 $54.31
-8.63 DELL Dell Computer $50.88 $46.48
58.62 INTC Intel Corp. $87.00 $138.00
-39.52 MSFT Microsoft Corp. $116.56 $70.50
-10.14 CL Colgate-Palmolive $62.25 $55.94
-7.83 46.12 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-64.73 QCOM Qualcomm Inc. $179.31 $63.25
-31.91 TTN Titan Corp. $47.00 $32.00
40.03 JDSU JDS Uniphase $94.00 $131.63
-68.64 HLIT Harmonic Inc. $92.47 $29.00
86.10 SEBL Siebel Systems $85.00 $158.19
26.98 ORCL Oracle Corp. $59.06 $75.00
156.55 IDTI Integrated Device $28.41 $72.88
141.91 NTAP Network Appliance $42.50 $102.81
148.27 PMCS PMC-Sierra $79.38 $197.06
26.68 IDPH IDEC Pharmac. $93.25 $118.13
11.29 29.67 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-31.91 TTN Titan Corp. $47.00 $32.00
40.03 JDSU JDS Uniphase $94.00 $131.63
-64.73 QCOM Qualcomm Inc. $179.31 $63.25
86.10 SEBL Siebel Systems $85.00 $158.19
26.98 ORCL Oracle Corp. $59.06 $75.00
141.91 NTAP Network Appliance $42.50 $102.81
57.03 IMNX Immunex Corp. $34.00 $53.39
-44.18 YHOO Yahoo! Inc. $237.50 $132.56
26.68 IDPH IDEC Pharmac. $93.25 $118.13
58.76 NT Nortel Networks $50.47 $80.13
-7.91 39.87 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
40.03 JDSU JDS Uniphase $94.00 $131.63
-31.91 TTN Titan Corp. $47.00 $32.00
-64.73 QCOM Qualcomm Inc. $179.31 $63.25
-68.64 HLIT Harmonic Inc. $92.47 $29.00
85.68 CYTC Cytyc Corp. $29.69 $55.13
26.98 ORCL Oracle Corp. $59.06 $75.00
141.91 NTAP Network Appliance $42.50 $102.81
86.10 SEBL Siebel Systems $85.00 $158.19
156.55 IDTI Integrated Device $28.41 $72.88
26.68 IDPH IDEC Pharmac. $93.25 $118.13
3.96 10.05 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
22.27 CSCO Cisco Systems $54.03 $66.06
-14.22 WMT Wal-Mart Stores $66.81 $57.31
58.62 INTC Intel Corp. $87.00 $138.00
-32.76 AOL America Online $83.00 $55.81
-14.09 HD Home Depot $65.19 $56.00
58.76 NT Nortel Networks $50.47 $80.13
-8.63 DELL Dell Computer $50.88 $46.48
51.75 EMC EMC Corp. $57.00 $86.50
-44.18 YHOO Yahoo! Inc. $237.50 $132.56
22.96 TXN Texas Instruments $51.44 $63.25
32.18 16.80 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-64.73 QCOM Qualcomm Inc. $179.31 $63.25
40.03 JDSU JDS Uniphase $94.00 $131.63
86.10 SEBL Siebel Systems $85.00 $158.19
141.91 NTAP Network Appliance $42.50 $102.81
-42.39 CTS CTS Corp. $74.75 $43.06
69.31 CDWC CDW Computer Ctrs $34.52 $58.44
-3.14 TLAB Tellabs Inc. $65.63 $63.56
-63.78 AEOS Amer. Eagle Out. $44.00 $15.94
-15.82 TIF Tiffany & Co. $42.47 $35.75
20.51 JMED Jones Pharma $29.67 $35.75
0.97 SPY S&P500 Trust (Spider) $145.44 $146.84
-0.26 QQQ Nasdaq 100 Index Trust $94.75 $94.50