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 31, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
34.18 23.46 PEG26
32.51 28.93 Formula 90
32.51 10.42 Keystone 100
19.08 5.96 Unemotional Growth
4.61 20.79 Relative Strength - 13 Week
0.15 5.19 Spark
-1.37 5.56 Keystone EPS
-1.42 S&P500 Trust (Spider)
-3.76 5.56 Keystone
-5.00 Nasdaq 100 Index Trust
-9.18 24.76 PEG13
-11.68 -7.48 Plowback
-15.75 31.39 Relative Strength - IBD
-17.53 23.13 Relative Strength - 26 Week
32.51 28.93 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-63.79 QCOM Qualcomm Inc. $179.31 $64.94
25.66 JDSU JDS Uniphase $94.00 $118.13
70.59 SEBL Siebel Systems $85.00 $145.00
27.30 ORCL Oracle Corp. $59.06 $75.19
102.79 NTAP Network Appliance $42.50 $86.19
144.25 PMCS PMC-Sierra $79.38 $193.88
-39.88 CTS CTS Corp. $74.75 $44.94
37.83 SUNW Sun Microsystems $76.50 $105.44
-9.89 SYMC Symantec Corp. $56.88 $51.25
-5.61 NOK Nokia Corp. ADR $46.75 $44.13
-3.76 5.56 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
25.66 JDSU JDS Uniphase $94.00 $118.13
-63.79 QCOM Qualcomm Inc. $179.31 $64.94
27.30 ORCL Oracle Corp. $59.06 $75.19
-45.82 YHOO Yahoo! Inc. $237.50 $128.69
37.83 SUNW Sun Microsystems $76.50 $105.44
49.78 EMC EMC Corp. $57.00 $85.38
4.07 AMGN Amgen $62.40 $64.94
19.96 AMAT Applied Materials $63.25 $75.88
21.11 CSCO Cisco Systems $54.03 $65.44
-20.52 HD Home Depot $65.19 $51.81
-1.37 5.56 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
25.66 JDSU JDS Uniphase $94.00 $118.13
-63.79 QCOM Qualcomm Inc. $179.31 $64.94
-45.82 YHOO Yahoo! Inc. $237.50 $128.69
27.30 ORCL Oracle Corp. $59.06 $75.19
49.78 EMC EMC Corp. $57.00 $85.38
19.96 AMAT Applied Materials $63.25 $75.88
37.83 SUNW Sun Microsystems $76.50 $105.44
4.07 AMGN Amgen $62.40 $64.94
-20.52 HD Home Depot $65.19 $51.81
21.11 CSCO Cisco Systems $54.03 $65.44
32.51 10.42 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
25.66 JDSU JDS Uniphase $94.00 $118.13
-63.79 QCOM Qualcomm Inc. $179.31 $64.94
27.30 ORCL Oracle Corp. $59.06 $75.19
102.79 NTAP Network Appliance $42.50 $86.19
70.59 SEBL Siebel Systems $85.00 $145.00
-45.82 YHOO Yahoo! Inc. $237.50 $128.69
-76.79 CMGI CMGI Inc. $163.22 $37.88
47.12 NT Nortel Networks $50.47 $74.25
-20.66 GTW Gateway Inc. $69.56 $55.19
37.83 SUNW Sun Microsystems $76.50 $105.44
-9.18 24.76 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-53.55 WAXS World Access $19.38 $9.00
119.11 IRF Int'l Rectifier $25.19 $55.19
-36.70 TTN Titan Corp. $47.00 $29.75
-9.89 SYMC Symantec Corp. $56.88 $51.25
-64.86 MCRS MICROS Systems $64.75 $22.75
131.38 ADCT ADC Telecom. $18.13 $41.94
-5.61 NOK Nokia Corp. ADR $46.75 $44.13
71.83 TECH Techne Corp. $58.13 $99.88
47.12 NT Nortel Networks $50.47 $74.25
48.75 PEB PE Biosystems Group $58.66 $87.25
34.18 23.46 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
13.71 CY Cypress Semiconductor $32.81 $37.31
119.11 IRF Int'l Rectifier $25.19 $55.19
-39.88 CTS CTS Corp. $74.75 $44.94
-36.70 TTN Titan Corp. $47.00 $29.75
114.65 MU Micron Technology $37.97 $81.50
-20.66 GTW Gateway Inc. $69.56 $55.19
-6.94 CHIR Chiron Corp. $45.00 $41.88
-5.61 NOK Nokia Corp. ADR $46.75 $44.13
49.78 EMC EMC Corp. $57.00 $85.38
47.12 NT Nortel Networks $50.47 $74.25
-11.68 -7.48 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
7.68 VRTS VERITAS Software $94.67 $101.94
27.30 ORCL Oracle Corp. $59.06 $75.19
-76.79 CMGI CMGI Inc. $163.22 $37.88
-20.66 GTW Gateway Inc. $69.56 $55.19
4.07 AMGN Amgen $62.40 $64.94
-5.61 NOK Nokia Corp. ADR $46.75 $44.13
-13.64 DELL Dell Computer $50.88 $43.94
53.45 INTC Intel Corp. $43.50 $66.75
-40.11 MSFT Microsoft Corp. $116.56 $69.81
-10.44 CL Colgate-Palmolive $62.25 $55.75
-15.75 31.39 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-63.79 QCOM Qualcomm Inc. $179.31 $64.94
-36.70 TTN Titan Corp. $47.00 $29.75
25.66 JDSU JDS Uniphase $94.00 $118.13
-74.52 HLIT Harmonic Inc. $92.47 $23.56
70.59 SEBL Siebel Systems $85.00 $145.00
27.30 ORCL Oracle Corp. $59.06 $75.19
86.58 IDTI Integrated Device $28.41 $53.00
102.79 NTAP Network Appliance $42.50 $86.19
144.25 PMCS PMC-Sierra $79.38 $193.88
31.70 IDPH IDEC Pharmac. $93.25 $122.81
4.61 20.79 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-36.70 TTN Titan Corp. $47.00 $29.75
25.66 JDSU JDS Uniphase $94.00 $118.13
-63.79 QCOM Qualcomm Inc. $179.31 $64.94
70.59 SEBL Siebel Systems $85.00 $145.00
27.30 ORCL Oracle Corp. $59.06 $75.19
102.79 NTAP Network Appliance $42.50 $86.19
49.08 IMNX Immunex Corp. $34.00 $50.69
-45.82 YHOO Yahoo! Inc. $237.50 $128.69
31.70 IDPH IDEC Pharmac. $93.25 $122.81
47.12 NT Nortel Networks $50.47 $74.25
-17.53 23.13 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
25.66 JDSU JDS Uniphase $94.00 $118.13
-36.70 TTN Titan Corp. $47.00 $29.75
-63.79 QCOM Qualcomm Inc. $179.31 $64.94
-74.52 HLIT Harmonic Inc. $92.47 $23.56
61.68 CYTC Cytyc Corp. $29.69 $48.00
27.30 ORCL Oracle Corp. $59.06 $75.19
102.79 NTAP Network Appliance $42.50 $86.19
70.59 SEBL Siebel Systems $85.00 $145.00
86.58 IDTI Integrated Device $28.41 $53.00
31.70 IDPH IDEC Pharmac. $93.25 $122.81
0.15 5.19 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
21.11 CSCO Cisco Systems $54.03 $65.44
-17.31 WMT Wal-Mart Stores $66.81 $55.25
53.45 INTC Intel Corp. $43.50 $66.75
-35.99 AOL America Online $83.00 $53.13
-20.52 HD Home Depot $65.19 $51.81
47.12 NT Nortel Networks $50.47 $74.25
-13.64 DELL Dell Computer $50.88 $43.94
49.78 EMC EMC Corp. $57.00 $85.38
-45.82 YHOO Yahoo! Inc. $237.50 $128.69
13.73 TXN Texas Instruments $51.44 $58.50
19.08 5.96 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-63.79 QCOM Qualcomm Inc. $179.31 $64.94
25.66 JDSU JDS Uniphase $94.00 $118.13
70.59 SEBL Siebel Systems $85.00 $145.00
102.79 NTAP Network Appliance $42.50 $86.19
-39.88 CTS CTS Corp. $74.75 $44.94
39.61 CDWC CDW Computer Ctrs $34.52 $48.19
-0.95 TLAB Tellabs Inc. $65.63 $65.00
-66.19 AEOS Amer. Eagle Out. $44.00 $14.88
-18.47 TIF Tiffany & Co. $42.47 $34.63
10.18 JMED Jones Pharma $29.67 $32.69
-1.42 SPY S&P500 Trust (Spider) $145.44 $143.38
-5.00 QQQ Nasdaq 100 Index Trust $94.75 $90.02