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 August 7, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
41.47 33.55 Formula 90
41.47 17.80 Keystone 100
25.70 16.75 Unemotional Growth
20.49 20.16 PEG26
11.52 29.80 Relative Strength - 13 Week
3.67 9.76 Keystone EPS
1.85 S&P500 Trust (Spider)
1.31 9.76 Keystone
-0.46 6.80 Spark
-2.37 Nasdaq 100 Index Trust
-4.60 -6.65 Plowback
-10.85 39.50 Relative Strength - IBD
-15.33 27.27 PEG13
-17.91 30.72 Relative Strength - 26 Week
41.47 33.55 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-64.55 QCOM Qualcomm Inc. $179.31 $63.56
28.92 JDSU JDS Uniphase $94.00 $121.19
93.16 SEBL Siebel Systems $85.00 $164.19
38.62 ORCL Oracle Corp. $59.06 $81.88
111.18 NTAP Network Appliance $42.50 $89.75
145.75 PMCS PMC-Sierra $79.38 $195.06
-40.22 CTS CTS Corp. $74.75 $44.69
46.08 SUNW Sun Microsystems $76.50 $111.75
-5.27 SYMC Symantec Corp. $56.88 $53.88
-18.18 NOK Nokia Corp. ADR $46.75 $38.25
1.31 9.76 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
28.92 JDSU JDS Uniphase $94.00 $121.19
-64.55 QCOM Qualcomm Inc. $179.31 $63.56
38.62 ORCL Oracle Corp. $59.06 $81.88
-42.53 YHOO Yahoo! Inc. $237.50 $136.50
46.08 SUNW Sun Microsystems $76.50 $111.75
57.89 EMC EMC Corp. $57.00 $90.00
15.59 AMGN Amgen $62.40 $72.13
10.57 AMAT Applied Materials $63.25 $69.94
22.61 CSCO Cisco Systems $54.03 $66.25
-15.63 HD Home Depot $65.19 $55.00
3.67 9.76 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
28.92 JDSU JDS Uniphase $94.00 $121.19
-64.55 QCOM Qualcomm Inc. $179.31 $63.56
-42.53 YHOO Yahoo! Inc. $237.50 $136.50
38.62 ORCL Oracle Corp. $59.06 $81.88
57.89 EMC EMC Corp. $57.00 $90.00
10.57 AMAT Applied Materials $63.25 $69.94
46.08 SUNW Sun Microsystems $76.50 $111.75
15.59 AMGN Amgen $62.40 $72.13
-15.63 HD Home Depot $65.19 $55.00
22.61 CSCO Cisco Systems $54.03 $66.25
41.47 17.80 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
28.92 JDSU JDS Uniphase $94.00 $121.19
-64.55 QCOM Qualcomm Inc. $179.31 $63.56
38.62 ORCL Oracle Corp. $59.06 $81.88
111.18 NTAP Network Appliance $42.50 $89.75
93.16 SEBL Siebel Systems $85.00 $164.19
-42.53 YHOO Yahoo! Inc. $237.50 $136.50
-76.03 CMGI CMGI Inc. $163.22 $39.13
57.28 NT Nortel Networks $50.47 $79.38
-14.11 GTW Gateway Inc. $69.56 $59.75
46.08 SUNW Sun Microsystems $76.50 $111.75
-15.33 27.27 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-52.74 WAXS World Access $19.38 $9.16
81.89 IRF Int'l Rectifier $25.19 $45.81
-38.56 TTN Titan Corp. $47.00 $28.88
-5.27 SYMC Symantec Corp. $56.88 $53.88
-61.97 MCRS MICROS Systems $64.75 $24.63
144.83 ADCT ADC Telecom. $18.13 $44.38
-18.18 NOK Nokia Corp. ADR $46.75 $38.25
88.39 TECH Techne Corp. $58.13 $109.50
57.28 NT Nortel Networks $50.47 $79.38
77.01 PEB PE Biosystems Group $58.66 $103.83
20.49 20.16 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
0.19 CY Cypress Semiconductor $32.81 $32.88
81.89 IRF Int'l Rectifier $25.19 $45.81
-40.22 CTS CTS Corp. $74.75 $44.69
-38.56 TTN Titan Corp. $47.00 $28.88
99.18 MU Micron Technology $37.97 $75.63
-14.11 GTW Gateway Inc. $69.56 $59.75
16.25 CHIR Chiron Corp. $45.00 $52.31
-18.18 NOK Nokia Corp. ADR $46.75 $38.25
57.89 EMC EMC Corp. $57.00 $90.00
57.28 NT Nortel Networks $50.47 $79.38
-4.60 -6.65 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
12.95 VRTS VERITAS Software $94.67 $106.92
38.62 ORCL Oracle Corp. $59.06 $81.88
-76.03 CMGI CMGI Inc. $163.22 $39.13
-14.11 GTW Gateway Inc. $69.56 $59.75
15.59 AMGN Amgen $62.40 $72.13
-18.18 NOK Nokia Corp. ADR $46.75 $38.25
-16.09 DELL Dell Computer $50.88 $42.69
44.68 INTC Intel Corp. $43.50 $62.94
-39.95 MSFT Microsoft Corp. $116.56 $70.00
-13.96 CL Colgate-Palmolive $62.25 $53.56
-10.85 39.50 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-64.55 QCOM Qualcomm Inc. $179.31 $63.56
-38.56 TTN Titan Corp. $47.00 $28.88
28.92 JDSU JDS Uniphase $94.00 $121.19
-73.23 HLIT Harmonic Inc. $92.47 $24.75
93.16 SEBL Siebel Systems $85.00 $164.19
38.62 ORCL Oracle Corp. $59.06 $81.88
100.66 IDTI Integrated Device $28.41 $57.00
111.18 NTAP Network Appliance $42.50 $89.75
145.75 PMCS PMC-Sierra $79.38 $195.06
53.08 IDPH IDEC Pharmac. $93.25 $142.75
11.52 29.80 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-38.56 TTN Titan Corp. $47.00 $28.88
28.92 JDSU JDS Uniphase $94.00 $121.19
-64.55 QCOM Qualcomm Inc. $179.31 $63.56
93.16 SEBL Siebel Systems $85.00 $164.19
38.62 ORCL Oracle Corp. $59.06 $81.88
111.18 NTAP Network Appliance $42.50 $89.75
61.40 IMNX Immunex Corp. $34.00 $54.88
-42.53 YHOO Yahoo! Inc. $237.50 $136.50
53.08 IDPH IDEC Pharmac. $93.25 $142.75
57.28 NT Nortel Networks $50.47 $79.38
-17.91 30.72 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
28.92 JDSU JDS Uniphase $94.00 $121.19
-38.56 TTN Titan Corp. $47.00 $28.88
-64.55 QCOM Qualcomm Inc. $179.31 $63.56
-73.23 HLIT Harmonic Inc. $92.47 $24.75
57.89 CYTC Cytyc Corp. $29.69 $46.88
38.62 ORCL Oracle Corp. $59.06 $81.88
111.18 NTAP Network Appliance $42.50 $89.75
93.16 SEBL Siebel Systems $85.00 $164.19
100.66 IDTI Integrated Device $28.41 $57.00
53.08 IDPH IDEC Pharmac. $93.25 $142.75
-0.46 6.80 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
22.61 CSCO Cisco Systems $54.03 $66.25
-17.68 WMT Wal-Mart Stores $66.81 $55.00
44.68 INTC Intel Corp. $43.50 $62.94
-36.30 AOL America Online $83.00 $52.88
-15.63 HD Home Depot $65.19 $55.00
57.28 NT Nortel Networks $50.47 $79.38
-16.09 DELL Dell Computer $50.88 $42.69
57.89 EMC EMC Corp. $57.00 $90.00
-42.53 YHOO Yahoo! Inc. $237.50 $136.50
13.73 TXN Texas Instruments $51.44 $58.50
25.70 16.75 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-64.55 QCOM Qualcomm Inc. $179.31 $63.56
28.92 JDSU JDS Uniphase $94.00 $121.19
93.16 SEBL Siebel Systems $85.00 $164.19
111.18 NTAP Network Appliance $42.50 $89.75
-40.22 CTS CTS Corp. $74.75 $44.69
51.38 CDWC CDW Computer Ctrs $34.52 $52.25
1.81 TLAB Tellabs Inc. $65.63 $66.81
-50.14 AEOS Amer. Eagle Out. $44.00 $21.94
-1.40 TIF Tiffany & Co. $42.47 $41.88
37.36 JMED Jones Pharma $29.67 $40.75
1.85 SPY S&P500 Trust (Spider) $145.44 $148.13
-2.37 QQQ Nasdaq 100 Index Trust $94.75 $92.50