Workshop Returns -- Annual Strategies

All stocks were selected on Friday 12/31/99 and were "purchased" at the closing price on Monday 1/3/2000. Both 5 stock and 10 stock returns are shown. The first return is the average of the first five stocks listed; the second return is for all 10 stocks.

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 14, 2000

Annual Reinvest/Rebalance
5 stock/10 stock   
 42.76  18.78 Keystone 100  
 42.76  36.32 Formula 90            
 33.32  26.24 PEG26  
 27.66  19.32 Unemotional Growth  
 13.30  28.05 Relative Strength - 13 Week  
  3.17  10.33 Keystone EPS  
     2.79     S&P500 Trust (Spider)    
  1.43  10.33 Keystone  
  1.07   7.17 Spark   
    -1.98     Nasdaq 100 Index Trust   
 -6.62  -7.03 Plowback  
 -9.51  44.83 Relative Strength - IBD  
-12.68  22.64 PEG13  
-16.26  34.40 Relative Strength - 26 Week  
     
 42.76  36.32 Formula 90           Cost Basis    Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~    
-65.07  QCOM  Qualcomm Inc.           $179.31   $62.63 
 27.93  JDSU  JDS Uniphase             $94.00  $120.25 
 97.94  SEBL  Siebel Systems           $85.00  $168.25 
 39.47  ORCL  Oracle Corp.             $59.06   $82.38 
113.53  NTAP  Network Appliance        $42.50   $90.75 
168.58  PMCS  PMC-Sierra               $79.38  $213.19 
-36.04  CTS   CTS Corp.                $74.75   $47.81 
 49.10  SUNW  Sun Microsystems         $76.50  $114.06 
-20.44  SYMC  Symantec Corp.           $56.88   $45.25 
-11.76  NOK   Nokia Corp. ADR          $46.75    $41.25 
     
  1.43  10.33 Keystone  
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~    
 27.93  JDSU  JDS Uniphase             $94.00  $120.25 
-65.07  QCOM  Qualcomm Inc.           $179.31   $62.63 
 39.47  ORCL  Oracle Corp.             $59.06   $82.38 
-44.26  YHOO  Yahoo! Inc.             $237.50  $132.38 
 49.10  SUNW  Sun Microsystems         $76.50  $114.06 
 57.79  EMC   EMC Corp.                $57.00   $89.94 
 11.28  AMGN  Amgen                    $62.40   $69.44 
 18.28  AMAT  Applied Materials        $63.25   $74.81 
 19.38  CSCO  Cisco Systems            $54.03   $64.50 
-10.55  HD    Home Depot               $65.19   $58.31 
     
  3.17  10.33 Keystone EPS  
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~    
 27.93  JDSU  JDS Uniphase             $94.00  $120.25 
-65.07  QCOM  Qualcomm Inc.           $179.31   $62.63 
-44.26  YHOO  Yahoo! Inc.             $237.50  $132.38 
 39.47  ORCL  Oracle Corp.             $59.06   $82.38 
 57.79  EMC   EMC Corp.                $57.00   $89.94 
 18.28  AMAT  Applied Materials        $63.25   $74.81 
 49.10  SUNW  Sun Microsystems         $76.50  $114.06 
 11.28  AMGN  Amgen                    $62.40   $69.44 
-10.55  HD    Home Depot               $65.19   $58.31 
 19.38  CSCO  Cisco Systems            $54.03   $64.50 
     
 42.76  18.78 Keystone 100  
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~    
 27.93  JDSU  JDS Uniphase             $94.00  $120.25 
-65.07  QCOM  Qualcomm Inc.           $179.31   $62.63 
 39.47  ORCL  Oracle Corp.             $59.06   $82.38 
113.53  NTAP  Network Appliance        $42.50   $90.75 
 97.94  SEBL  Siebel Systems           $85.00  $168.25 
-44.26  YHOO  Yahoo! Inc.             $237.50  $132.38 
-76.87  CMGI  CMGI Inc.               $163.22   $37.75 
 56.78  NT    Nortel Networks          $50.47   $79.13 
-10.78  GTW   Gateway Inc.             $69.56   $62.06 
 49.10  SUNW  Sun Microsystems         $76.50  $114.06 
     
-12.68  22.64 PEG13  
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~    
-48.39  WAXS  World Access             $19.38   $10.00 
102.23  IRF   Int'l Rectifier          $25.19   $50.94 
-33.78  TTN   Titan Corp.              $47.00   $31.13 
-20.44  SYMC  Symantec Corp.           $56.88   $45.25 
-63.03  MCRS  MICROS Systems           $64.75   $23.94 
137.59  ADCT  ADC Telecom.             $18.13   $43.06 
-11.76  NOK   Nokia Corp. ADR          $46.75   $41.25 
 50.54  TECH  Techne Corp.             $58.13   $87.50 
 56.78  NT    Nortel Networks          $50.47   $79.13 
 56.63  PEB   PE Biosystems Group      $58.66   $91.88 
     
 33.32  26.24 PEG26  
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~    
 22.67  CY    Cypress Semiconductor    $32.81   $40.25 
102.23  IRF   Int'l Rectifier          $25.19   $50.94 
-36.04  CTS   CTS Corp.                $74.75   $47.81 
-33.78  TTN   Titan Corp.              $47.00   $31.13 
111.52  MU    Micron Technology        $37.97   $80.31 
-10.78  GTW   Gateway Inc.             $69.56   $62.06 
  3.75  CHIR  Chiron Corp.             $45.00   $46.69 
-11.76  NOK   Nokia Corp. ADR          $46.75   $41.25 
 57.79  EMC   EMC Corp.                $57.00   $89.94 
 56.78  NT    Nortel Networks          $50.47   $79.13 
     
 -6.62  -7.03 Plowback  
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~    
  3.79  VRTS  VERITAS Software         $94.67   $98.25 
 39.47  ORCL  Oracle Corp.             $59.06   $82.38 
-76.87  CMGI  CMGI Inc.               $163.22   $37.75 
-10.78  GTW   Gateway Inc.             $69.56   $62.06 
 11.28  AMGN  Amgen                    $62.40   $69.44 
-11.76  NOK   Nokia Corp. ADR          $46.75   $41.25 
-27.89  DELL  Dell Computer            $50.88   $36.69 
 53.88  INTC  Intel Corp.              $43.50   $66.94 
-38.07  MSFT  Microsoft Corp.         $116.56   $72.19 
-13.35  CL    Colgate-Palmolive        $62.25   $53.94 
     
 -9.51  44.83 Relative Strength - IBD  
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~    
-65.07  QCOM  Qualcomm Inc.           $179.31   $62.63 
-33.78  TTN   Titan Corp.              $47.00   $31.13 
 27.93  JDSU  JDS Uniphase             $94.00  $120.25 
-74.59  HLIT  Harmonic Inc.            $92.47   $23.50 
 97.94  SEBL  Siebel Systems           $85.00  $168.25 
 39.47  ORCL  Oracle Corp.             $59.06   $82.38 
131.90  IDTI  Integrated Device        $28.41   $65.88 
113.53  NTAP  Network Appliance        $42.50   $90.75 
168.58  PMCS  PMC-Sierra               $79.38  $213.19 
 42.43  IDPH  IDEC Pharmac.            $93.25  $132.81 
     
 13.30  28.05 Relative Strength - 13 Week  
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~    
-33.78  TTN   Titan Corp.              $47.00   $31.13 
 27.93  JDSU  JDS Uniphase             $94.00  $120.25 
-65.07  QCOM  Qualcomm Inc.           $179.31   $62.63 
 97.94  SEBL  Siebel Systems           $85.00  $168.25 
 39.47  ORCL  Oracle Corp.             $59.06   $82.38 
113.53  NTAP  Network Appliance        $42.50   $90.75 
 45.59  IMNX  Immunex Corp.            $34.00   $49.50 
-44.26  YHOO  Yahoo! Inc.             $237.50  $132.38 
 42.43  IDPH  IDEC Pharmac.            $93.25  $132.81 
 56.78  NT    Nortel Networks          $50.47   $79.13 
     
-16.26  34.40 Relative Strength - 26 Week  
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~    
 27.93  JDSU  JDS Uniphase             $94.00  $120.25 
-33.78  TTN   Titan Corp.              $47.00   $31.13 
-65.07  QCOM  Qualcomm Inc.           $179.31   $62.63 
-74.59  HLIT  Harmonic Inc.            $92.47   $23.50 
 64.21  CYTC  Cytyc Corp.              $29.69   $48.75 
 39.47  ORCL  Oracle Corp.             $59.06   $82.38 
113.53  NTAP  Network Appliance        $42.50   $90.75 
 97.94  SEBL  Siebel Systems           $85.00  $168.25 
131.90  IDTI  Integrated Device        $28.41   $65.88 
 42.43  IDPH  IDEC Pharmac.            $93.25  $132.81 
     
  1.07   7.17 Spark   
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~    
 19.38  CSCO  Cisco Systems            $54.03   $64.50 
-21.42  WMT   Wal-Mart Stores          $66.81   $52.50 
 53.88  INTC  Intel Corp.              $43.50   $66.94 
-35.92  AOL   America Online           $83.00   $53.19 
-10.55  HD    Home Depot               $65.19   $58.31 
 56.78  NT    Nortel Networks          $50.47   $79.13 
-27.89  DELL  Dell Computer            $50.88   $36.69 
 57.79  EMC   EMC Corp.                $57.00   $89.94 
-44.26  YHOO  Yahoo! Inc.             $237.50  $132.38 
 23.94  TXN   Texas Instruments        $51.44   $63.75 
     
 27.66  19.32 Unemotional Growth  
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~    
-65.07  QCOM  Qualcomm Inc.           $179.31   $62.63 
 27.93  JDSU  JDS Uniphase             $94.00  $120.25 
 97.94  SEBL  Siebel Systems           $85.00  $168.25 
113.53  NTAP  Network Appliance        $42.50   $90.75 
-36.04  CTS   CTS Corp.                $74.75   $47.81 
 66.41  CDWC  CDW Computer Ctrs        $34.52   $57.44 
  0.48  TLAB  Tellabs Inc.             $65.63   $65.94 
-52.56  AEOS  Amer. Eagle Out.         $44.00   $20.88 
  4.05  TIF   Tiffany & Co.            $42.47   $44.19 
 36.52  JMED  Jones Pharma             $29.67   $40.50 
     
  2.79  SPY   S&P500 Trust (Spider)   $145.44  $149.50 
 -1.98  QQQ   Nasdaq 100 Index Trust   $94.75   $92.88