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 September 5, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
61.83 51.74 Formula 90
61.83 30.33 Keystone 100
44.37 31.54 Unemotional Growth
41.89 34.07 PEG26
19.16 36.06 Relative Strength - 13 Week
6.71 14.61 Keystone EPS
5.42 14.61 Keystone
5.15 Nasdaq 100 Index Trust
4.12 0.04 Plowback
4.00 S&P500 Trust (Spider)
0.38 9.01 Spark
-5.04 65.27 Relative Strength - IBD
-8.54 24.95 PEG13
-23.70 49.41 Relative Strength - 26 Week
61.83 51.74 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-66.89 QCOM Qualcomm Inc. $179.31 $59.38
26.99 JDSU JDS Uniphase $94.00 $119.38
129.12 SEBL Siebel Systems $85.00 $194.75
54.18 ORCL Oracle Corp. $59.06 $91.06
165.74 NTAP Network Appliance $42.50 $112.94
194.33 PMCS PMC-Sierra $79.38 $233.63
-33.11 CTS CTS Corp. $74.75 $50.00
63.48 SUNW Sun Microsystems $76.50 $125.06
-12.53 SYMC Symantec Corp. $56.88 $49.75
-3.88 NOK Nokia Corp. ADR $46.75 $44.94
5.42 14.61 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
26.99 JDSU JDS Uniphase $94.00 $119.38
-66.89 QCOM Qualcomm Inc. $179.31 $59.38
54.18 ORCL Oracle Corp. $59.06 $91.06
-50.68 YHOO Yahoo! Inc. $237.50 $117.13
63.48 SUNW Sun Microsystems $76.50 $125.06
69.96 EMC EMC Corp. $57.00 $96.88
16.19 AMGN Amgen $62.40 $72.50
33.50 AMAT Applied Materials $63.25 $84.44
22.15 CSCO Cisco Systems $54.03 $66.00
-22.82 HD Home Depot $65.19 $50.31
6.71 14.61 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
26.99 JDSU JDS Uniphase $94.00 $119.38
-66.89 QCOM Qualcomm Inc. $179.31 $59.38
-50.68 YHOO Yahoo! Inc. $237.50 $117.13
54.18 ORCL Oracle Corp. $59.06 $91.06
69.96 EMC EMC Corp. $57.00 $96.88
33.50 AMAT Applied Materials $63.25 $84.44
63.48 SUNW Sun Microsystems $76.50 $125.06
16.19 AMGN Amgen $62.40 $72.50
-22.82 HD Home Depot $65.19 $50.31
22.15 CSCO Cisco Systems $54.03 $66.00
61.83 30.33 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
26.99 JDSU JDS Uniphase $94.00 $119.38
-66.89 QCOM Qualcomm Inc. $179.31 $59.38
54.18 ORCL Oracle Corp. $59.06 $91.06
165.74 NTAP Network Appliance $42.50 $112.94
129.12 SEBL Siebel Systems $85.00 $194.75
-50.68 YHOO Yahoo! Inc. $237.50 $117.13
-70.48 CMGI CMGI Inc. $163.22 $48.19
59.88 NT Nortel Networks $50.47 $80.69
-8.03 GTW Gateway Inc. $69.56 $63.98
63.48 SUNW Sun Microsystems $76.50 $125.06
-8.54 24.95 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-52.90 WAXS World Access $19.38 $9.13
144.17 IRF Int'l Rectifier $25.19 $61.50
-47.61 TTN Titan Corp. $47.00 $24.63
-12.53 SYMC Symantec Corp. $56.88 $49.75
-73.84 MCRS MICROS Systems $64.75 $16.94
107.93 ADCT ADC Telecom. $18.13 $37.69
-3.88 NOK Nokia Corp. ADR $46.75 $44.94
66.88 TECH Techne Corp. $58.13 $97.00
59.88 NT Nortel Networks $50.47 $80.69
61.43 PEB PE Biosystems Group $58.66 $94.69
41.89 34.07 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
39.43 CY Cypress Semiconductor $32.81 $45.75
144.17 IRF Int'l Rectifier $25.19 $61.50
-33.11 CTS CTS Corp. $74.75 $50.00
-47.61 TTN Titan Corp. $47.00 $24.63
106.58 MU Micron Technology $37.97 $78.44
-8.03 GTW Gateway Inc. $69.56 $63.98
13.33 CHIR Chiron Corp. $45.00 $51.00
-3.88 NOK Nokia Corp. ADR $46.75 $44.94
69.96 EMC EMC Corp. $57.00 $96.88
59.88 NT Nortel Networks $50.47 $80.69
4.12 0.04 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
28.74 VRTS VERITAS Software $94.67 $121.88
54.18 ORCL Oracle Corp. $59.06 $91.06
-70.48 CMGI CMGI Inc. $163.22 $48.19
-8.03 GTW Gateway Inc. $69.56 $63.98
16.19 AMGN Amgen $62.40 $72.50
-3.88 NOK Nokia Corp. ADR $46.75 $44.94
-19.41 DELL Dell Computer $50.88 $41.00
59.20 INTC Intel Corp. $43.50 $69.25
-39.84 MSFT Microsoft Corp. $116.56 $70.13
-16.27 CL Colgate-Palmolive $62.25 $52.13
-5.04 65.27 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-66.89 QCOM Qualcomm Inc. $179.31 $59.38
-47.61 TTN Titan Corp. $47.00 $24.63
26.99 JDSU JDS Uniphase $94.00 $119.38
-66.81 HLIT Harmonic Inc. $92.47 $30.69
129.12 SEBL Siebel Systems $85.00 $194.75
54.18 ORCL Oracle Corp. $59.06 $91.06
213.97 IDTI Integrated Device $28.41 $89.19
165.74 NTAP Network Appliance $42.50 $112.94
194.33 PMCS PMC-Sierra $79.38 $233.63
49.66 IDPH IDEC Pharmac. $93.25 $139.56
19.16 36.06 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-47.61 TTN Titan Corp. $47.00 $24.63
26.99 JDSU JDS Uniphase $94.00 $119.38
-66.89 QCOM Qualcomm Inc. $179.31 $59.38
129.12 SEBL Siebel Systems $85.00 $194.75
54.18 ORCL Oracle Corp. $59.06 $91.06
165.74 NTAP Network Appliance $42.50 $112.94
40.26 IMNX Immunex Corp. $34.00 $47.69
-50.68 YHOO Yahoo! Inc. $237.50 $117.13
49.66 IDPH IDEC Pharmac. $93.25 $139.56
59.88 NT Nortel Networks $50.47 $80.69
-23.70 49.41 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
26.99 JDSU JDS Uniphase $94.00 $119.38
-47.61 TTN Titan Corp. $47.00 $24.63
-66.89 QCOM Qualcomm Inc. $179.31 $59.38
-66.81 HLIT Harmonic Inc. $92.47 $30.69
35.79 CYTC Cytyc Corp. $29.69 $40.31
54.18 ORCL Oracle Corp. $59.06 $91.06
165.74 NTAP Network Appliance $42.50 $112.94
129.12 SEBL Siebel Systems $85.00 $194.75
213.97 IDTI Integrated Device $28.41 $89.19
49.66 IDPH IDEC Pharmac. $93.25 $139.56
0.38 9.01 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
22.15 CSCO Cisco Systems $54.03 $66.00
-25.44 WMT Wal-Mart Stores $66.81 $49.81
59.20 INTC Intel Corp. $43.50 $69.25
-31.17 AOL America Online $83.00 $57.13
-22.82 HD Home Depot $65.19 $50.31
59.88 NT Nortel Networks $50.47 $80.69
-19.41 DELL Dell Computer $50.88 $41.00
69.96 EMC EMC Corp. $57.00 $96.88
-50.68 YHOO Yahoo! Inc. $237.50 $117.13
28.43 TXN Texas Instruments $51.44 $66.06
44.37 31.54 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-66.89 QCOM Qualcomm Inc. $179.31 $59.38
26.99 JDSU JDS Uniphase $94.00 $119.38
129.12 SEBL Siebel Systems $85.00 $194.75
165.74 NTAP Network Appliance $42.50 $112.94
-33.11 CTS CTS Corp. $74.75 $50.00
116.93 CDWC CDW Computer Ctrs $34.52 $74.88
-14.38 TLAB Tellabs Inc. $65.63 $56.19
-31.96 AEOS Amer. Eagle Out. $44.00 $29.94
2.43 TIF Tiffany & Co. $42.47 $43.50
20.51 JMED Jones Pharma $29.67 $35.75
4.00 SPY S&P500 Trust (Spider) $145.44 $151.25
5.15 QQQ Nasdaq 100 Index Trust $94.75 $99.63