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 28, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
55.24 49.07 Formula 90
55.24 27.71 Keystone 100
49.21 37.03 PEG26
39.78 25.73 Unemotional Growth
15.75 32.84 Relative Strength - 13 Week
5.98 14.57 Keystone
5.92 14.57 Keystone EPS
4.36 S&P500 Trust (Spider)
4.22 Nasdaq 100 Index Trust
2.82 10.48 Spark
2.28 -0.74 Plowback
-6.48 24.11 PEG13
-6.99 58.06 Relative Strength - IBD
-18.73 43.94 Relative Strength - 26 Week
55.24 49.07 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-66.89 QCOM Qualcomm Inc. $179.31 $59.38
31.45 JDSU JDS Uniphase $94.00 $123.56
120.37 SEBL Siebel Systems $85.00 $187.31
46.88 ORCL Oracle Corp. $59.06 $86.75
144.41 NTAP Network Appliance $42.50 $103.88
202.83 PMCS PMC-Sierra $79.38 $240.38
-30.43 CTS CTS Corp. $74.75 $52.00
67.08 SUNW Sun Microsystems $76.50 $127.81
-12.97 SYMC Symantec Corp. $56.88 $49.50
-12.03 NOK Nokia Corp. ADR $46.75 $41.13
5.98 14.57 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
31.45 JDSU JDS Uniphase $94.00 $123.56
-66.89 QCOM Qualcomm Inc. $179.31 $59.38
46.88 ORCL Oracle Corp. $59.06 $86.75
-48.61 YHOO Yahoo! Inc. $237.50 $122.06
67.08 SUNW Sun Microsystems $76.50 $127.81
66.78 EMC EMC Corp. $57.00 $95.06
18.19 AMGN Amgen $62.40 $73.75
31.52 AMAT Applied Materials $63.25 $83.19
22.27 CSCO Cisco Systems $54.03 $66.06
-23.01 HD Home Depot $65.19 $50.19
5.92 14.57 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
31.45 JDSU JDS Uniphase $94.00 $123.56
-66.89 QCOM Qualcomm Inc. $179.31 $59.38
-48.61 YHOO Yahoo! Inc. $237.50 $122.06
46.88 ORCL Oracle Corp. $59.06 $86.75
66.78 EMC EMC Corp. $57.00 $95.06
31.52 AMAT Applied Materials $63.25 $83.19
67.08 SUNW Sun Microsystems $76.50 $127.81
18.19 AMGN Amgen $62.40 $73.75
-23.01 HD Home Depot $65.19 $50.19
22.27 CSCO Cisco Systems $54.03 $66.06
55.24 27.71 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
31.45 JDSU JDS Uniphase $94.00 $123.56
-66.89 QCOM Qualcomm Inc. $179.31 $59.38
46.88 ORCL Oracle Corp. $59.06 $86.75
144.41 NTAP Network Appliance $42.50 $103.88
120.37 SEBL Siebel Systems $85.00 $187.31
-48.61 YHOO Yahoo! Inc. $237.50 $122.06
-74.65 CMGI CMGI Inc. $163.22 $41.38
61.49 NT Nortel Networks $50.47 $81.50
-4.46 GTW Gateway Inc. $69.56 $66.46
67.08 SUNW Sun Microsystems $76.50 $127.81
-6.48 24.11 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-51.29 WAXS World Access $19.38 $9.44
149.38 IRF Int'l Rectifier $25.19 $62.81
-53.06 TTN Titan Corp. $47.00 $22.06
-12.97 SYMC Symantec Corp. $56.88 $49.50
-64.48 MCRS MICROS Systems $64.75 $23.00
98.97 ADCT ADC Telecom. $18.13 $36.06
-12.03 NOK Nokia Corp. ADR $46.75 $41.13
59.57 TECH Techne Corp. $58.13 $92.75
61.49 NT Nortel Networks $50.47 $81.50
65.48 PEB PE Biosystems Group $58.66 $97.06
49.21 37.03 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
44.95 CY Cypress Semiconductor $32.81 $47.56
149.38 IRF Int'l Rectifier $25.19 $62.81
-30.43 CTS CTS Corp. $74.75 $52.00
-53.06 TTN Titan Corp. $47.00 $22.06
135.23 MU Micron Technology $37.97 $89.31
-4.46 GTW Gateway Inc. $69.56 $66.46
12.50 CHIR Chiron Corp. $45.00 $50.63
-12.03 NOK Nokia Corp. ADR $46.75 $41.13
66.78 EMC EMC Corp. $57.00 $95.06
61.49 NT Nortel Networks $50.47 $81.50
2.28 -0.74 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
25.44 VRTS VERITAS Software $94.67 $118.75
46.88 ORCL Oracle Corp. $59.06 $86.75
-74.65 CMGI CMGI Inc. $163.22 $41.38
-4.46 GTW Gateway Inc. $69.56 $66.46
18.19 AMGN Amgen $62.40 $73.75
-12.03 NOK Nokia Corp. ADR $46.75 $41.13
-22.36 DELL Dell Computer $50.88 $39.50
69.83 INTC Intel Corp. $43.50 $73.88
-38.82 MSFT Microsoft Corp. $116.56 $71.31
-15.46 CL Colgate-Palmolive $62.25 $52.63
-6.99 58.06 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-66.89 QCOM Qualcomm Inc. $179.31 $59.38
-53.06 TTN Titan Corp. $47.00 $22.06
31.45 JDSU JDS Uniphase $94.00 $123.56
-66.81 HLIT Harmonic Inc. $92.47 $30.69
120.37 SEBL Siebel Systems $85.00 $187.31
46.88 ORCL Oracle Corp. $59.06 $86.75
171.51 IDTI Integrated Device $28.41 $77.13
144.41 NTAP Network Appliance $42.50 $103.88
202.83 PMCS PMC-Sierra $79.38 $240.38
49.87 IDPH IDEC Pharmac. $93.25 $139.75
15.75 32.84 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-53.06 TTN Titan Corp. $47.00 $22.06
31.45 JDSU JDS Uniphase $94.00 $123.56
-66.89 QCOM Qualcomm Inc. $179.31 $59.38
120.37 SEBL Siebel Systems $85.00 $187.31
46.88 ORCL Oracle Corp. $59.06 $86.75
144.41 NTAP Network Appliance $42.50 $103.88
42.46 IMNX Immunex Corp. $34.00 $48.44
-48.61 YHOO Yahoo! Inc. $237.50 $122.06
49.87 IDPH IDEC Pharmac. $93.25 $139.75
61.49 NT Nortel Networks $50.47 $81.50
-18.73 43.94 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
31.45 JDSU JDS Uniphase $94.00 $123.56
-53.06 TTN Titan Corp. $47.00 $22.06
-66.89 QCOM Qualcomm Inc. $179.31 $59.38
-66.81 HLIT Harmonic Inc. $92.47 $30.69
61.68 CYTC Cytyc Corp. $29.69 $48.00
46.88 ORCL Oracle Corp. $59.06 $86.75
144.41 NTAP Network Appliance $42.50 $103.88
120.37 SEBL Siebel Systems $85.00 $187.31
171.51 IDTI Integrated Device $28.41 $77.13
49.87 IDPH IDEC Pharmac. $93.25 $139.75
2.82 10.48 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
22.27 CSCO Cisco Systems $54.03 $66.06
-26.01 WMT Wal-Mart Stores $66.81 $49.44
69.83 INTC Intel Corp. $43.50 $73.88
-28.99 AOL America Online $83.00 $58.94
-23.01 HD Home Depot $65.19 $50.19
61.49 NT Nortel Networks $50.47 $81.50
-22.36 DELL Dell Computer $50.88 $39.50
66.78 EMC EMC Corp. $57.00 $95.06
-48.61 YHOO Yahoo! Inc. $237.50 $122.06
33.41 TXN Texas Instruments $51.44 $68.63
39.78 25.73 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-66.89 QCOM Qualcomm Inc. $179.31 $59.38
31.45 JDSU JDS Uniphase $94.00 $123.56
120.37 SEBL Siebel Systems $85.00 $187.31
144.41 NTAP Network Appliance $42.50 $103.88
-30.43 CTS CTS Corp. $74.75 $52.00
85.79 CDWC CDW Computer Ctrs $34.52 $64.13
-10.67 TLAB Tellabs Inc. $65.63 $58.63
-37.07 AEOS Amer. Eagle Out. $44.00 $27.69
-2.87 TIF Tiffany & Co. $42.47 $41.25
23.24 JMED Jones Pharma $29.67 $36.56
4.36 SPY S&P500 Trust (Spider) $145.44 $151.78
4.22 QQQ Nasdaq 100 Index Trust $94.75 $98.75