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 21, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
47.46 22.45 Keystone 100
47.46 42.76 Formula 90
42.12 32.03 PEG26
33.04 21.00 Unemotional Growth
12.13 26.94 Relative Strength - 13 Week
4.83 11.82 Keystone EPS
4.11 11.82 Keystone
3.42 S&P500 Trust (Spider)
1.08 9.11 Spark
1.04 Nasdaq 100 Index Trust
-4.80 -4.81 Plowback
-9.31 48.66 Relative Strength - IBD
-9.87 21.94 PEG13
-15.65 37.84 Relative Strength - 26 Week
47.46 42.76 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-67.10 QCOM Qualcomm Inc. $179.31 $59.00
32.31 JDSU JDS Uniphase $94.00 $124.38
106.84 SEBL Siebel Systems $85.00 $175.81
40.85 ORCL Oracle Corp. $59.06 $83.19
124.41 NTAP Network Appliance $42.50 $95.38
183.31 PMCS PMC-Sierra $79.38 $224.88
-31.27 CTS CTS Corp. $74.75 $51.38
59.56 SUNW Sun Microsystems $76.50 $122.06
-10.22 SYMC Symantec Corp. $56.88 $51.06
-11.10 NOK Nokia Corp. ADR $46.75 $41.56
4.11 11.82 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
32.31 JDSU JDS Uniphase $94.00 $124.38
-67.10 QCOM Qualcomm Inc. $179.31 $59.00
40.85 ORCL Oracle Corp. $59.06 $83.19
-45.08 YHOO Yahoo! Inc. $237.50 $130.44
59.56 SUNW Sun Microsystems $76.50 $122.06
63.16 EMC EMC Corp. $57.00 $93.00
7.78 AMGN Amgen $62.40 $67.25
28.75 AMAT Applied Materials $63.25 $81.44
21.23 CSCO Cisco Systems $54.03 $65.50
-23.30 HD Home Depot $65.19 $50.00
4.83 11.82 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
32.31 JDSU JDS Uniphase $94.00 $124.38
-67.10 QCOM Qualcomm Inc. $179.31 $59.00
-45.08 YHOO Yahoo! Inc. $237.50 $130.44
40.85 ORCL Oracle Corp. $59.06 $83.19
63.16 EMC EMC Corp. $57.00 $93.00
28.75 AMAT Applied Materials $63.25 $81.44
59.56 SUNW Sun Microsystems $76.50 $122.06
7.78 AMGN Amgen $62.40 $67.25
-23.30 HD Home Depot $65.19 $50.00
21.23 CSCO Cisco Systems $54.03 $65.50
47.46 22.45 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
32.31 JDSU JDS Uniphase $94.00 $124.38
-67.10 QCOM Qualcomm Inc. $179.31 $59.00
40.85 ORCL Oracle Corp. $59.06 $83.19
124.41 NTAP Network Appliance $42.50 $95.38
106.84 SEBL Siebel Systems $85.00 $175.81
-45.08 YHOO Yahoo! Inc. $237.50 $130.44
-77.14 CMGI CMGI Inc. $163.22 $37.31
60.37 NT Nortel Networks $50.47 $80.94
-10.51 GTW Gateway Inc. $69.56 $62.25
59.56 SUNW Sun Microsystems $76.50 $122.06
-9.87 21.94 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-50.32 WAXS World Access $19.38 $9.63
123.57 IRF Int'l Rectifier $25.19 $56.31
-52.26 TTN Titan Corp. $47.00 $22.44
-10.22 SYMC Symantec Corp. $56.88 $51.06
-60.14 MCRS MICROS Systems $64.75 $25.81
132.07 ADCT ADC Telecom. $18.13 $42.06
-11.10 NOK Nokia Corp. ADR $46.75 $41.56
31.40 TECH Techne Corp. $58.13 $76.38
60.37 NT Nortel Networks $50.47 $80.94
55.99 PEB PE Biosystems Group $58.66 $91.50
42.12 32.03 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
38.29 CY Cypress Semiconductor $32.81 $45.38
123.57 IRF Int'l Rectifier $25.19 $56.31
-31.27 CTS CTS Corp. $74.75 $51.38
-52.26 TTN Titan Corp. $47.00 $22.44
132.26 MU Micron Technology $37.97 $88.19
-10.51 GTW Gateway Inc. $69.56 $62.25
7.78 CHIR Chiron Corp. $45.00 $48.50
-11.10 NOK Nokia Corp. ADR $46.75 $41.56
63.16 EMC EMC Corp. $57.00 $93.00
60.37 NT Nortel Networks $50.47 $80.94
-4.80 -4.81 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
15.01 VRTS VERITAS Software $94.67 $108.88
40.85 ORCL Oracle Corp. $59.06 $83.19
-77.14 CMGI CMGI Inc. $163.22 $37.31
-10.51 GTW Gateway Inc. $69.56 $62.25
7.78 AMGN Amgen $62.40 $67.25
-11.10 NOK Nokia Corp. ADR $46.75 $41.56
-23.83 DELL Dell Computer $50.88 $38.75
65.66 INTC Intel Corp. $43.50 $72.06
-39.41 MSFT Microsoft Corp. $116.56 $70.63
-15.36 CL Colgate-Palmolive $62.25 $52.69
-9.31 48.66 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-67.10 QCOM Qualcomm Inc. $179.31 $59.00
-52.26 TTN Titan Corp. $47.00 $22.44
32.31 JDSU JDS Uniphase $94.00 $124.38
-66.34 HLIT Harmonic Inc. $92.47 $31.13
106.84 SEBL Siebel Systems $85.00 $175.81
40.85 ORCL Oracle Corp. $59.06 $83.19
144.88 IDTI Integrated Device $28.41 $69.56
124.41 NTAP Network Appliance $42.50 $95.38
183.31 PMCS PMC-Sierra $79.38 $224.88
39.68 IDPH IDEC Pharmac. $93.25 $130.25
12.13 26.94 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-52.26 TTN Titan Corp. $47.00 $22.44
32.31 JDSU JDS Uniphase $94.00 $124.38
-67.10 QCOM Qualcomm Inc. $179.31 $59.00
106.84 SEBL Siebel Systems $85.00 $175.81
40.85 ORCL Oracle Corp. $59.06 $83.19
124.41 NTAP Network Appliance $42.50 $95.38
29.41 IMNX Immunex Corp. $34.00 $44.00
-45.08 YHOO Yahoo! Inc. $237.50 $130.44
39.68 IDPH IDEC Pharmac. $93.25 $130.25
60.37 NT Nortel Networks $50.47 $80.94
-15.65 37.84 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
32.31 JDSU JDS Uniphase $94.00 $124.38
-52.26 TTN Titan Corp. $47.00 $22.44
-67.10 QCOM Qualcomm Inc. $179.31 $59.00
-66.34 HLIT Harmonic Inc. $92.47 $31.13
75.16 CYTC Cytyc Corp. $29.69 $52.00
40.85 ORCL Oracle Corp. $59.06 $83.19
124.41 NTAP Network Appliance $42.50 $95.38
106.84 SEBL Siebel Systems $85.00 $175.81
144.88 IDTI Integrated Device $28.41 $69.56
39.68 IDPH IDEC Pharmac. $93.25 $130.25
1.08 9.11 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
21.23 CSCO Cisco Systems $54.03 $65.50
-26.57 WMT Wal-Mart Stores $66.81 $49.06
65.66 INTC Intel Corp. $43.50 $72.06
-31.63 AOL America Online $83.00 $56.75
-23.30 HD Home Depot $65.19 $50.00
60.37 NT Nortel Networks $50.47 $80.94
-23.83 DELL Dell Computer $50.88 $38.75
63.16 EMC EMC Corp. $57.00 $93.00
-45.08 YHOO Yahoo! Inc. $237.50 $130.44
31.11 TXN Texas Instruments $51.44 $67.44
33.04 21.00 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-67.10 QCOM Qualcomm Inc. $179.31 $59.00
32.31 JDSU JDS Uniphase $94.00 $124.38
106.84 SEBL Siebel Systems $85.00 $175.81
124.41 NTAP Network Appliance $42.50 $95.38
-31.27 CTS CTS Corp. $74.75 $51.38
73.65 CDWC CDW Computer Ctrs $34.52 $59.94
-11.71 TLAB Tellabs Inc. $65.63 $57.94
-47.55 AEOS Amer. Eagle Out. $44.00 $23.08
-4.64 TIF Tiffany & Co. $42.47 $40.50
35.04 JMED Jones Pharma $29.67 $40.06
3.42 SPY S&P500 Trust (Spider) $145.44 $150.41
1.04 QQQ Nasdaq 100 Index Trust $94.75 $95.73