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 25, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
69.29 51.10 Formula 90
69.29 27.92 Keystone 100
56.62 35.77 Unemotional Growth
15.14 37.94 Relative Strength - 13 Week
13.96 15.49 PEG26
1.57 6.98 Keystone EPS
-0.74 S&P500 Trust (Spider)
-2.01 -12.49 Plowback
-3.07 6.98 Keystone
-4.55 Nasdaq 100 Index Trust
-6.23 70.19 Relative Strength - IBD
-13.02 -4.33 Spark
-24.43 16.54 PEG13
-31.71 55.27 Relative Strength - 26 Week
69.29 51.10 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-60.96 QCOM Qualcomm Inc. $179.31 $70.00
13.63 JDSU JDS Uniphase $94.00 $106.81
153.53 SEBL Siebel Systems $42.50 $107.75
33.33 ORCL Oracle Corp. $59.06 $78.75
206.91 NTAP Network Appliance $42.50 $130.44
175.28 PMCS PMC-Sierra $79.38 $218.50
-30.02 CTS CTS Corp. $74.75 $52.31
54.25 SUNW Sun Microsystems $76.50 $118.00
-24.29 SYMC Symantec Corp. $56.88 $43.06
-10.70 NOK Nokia Corp. ADR $46.75 $41.75
-3.07 6.98 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
13.63 JDSU JDS Uniphase $94.00 $106.81
-60.96 QCOM Qualcomm Inc. $179.31 $70.00
33.33 ORCL Oracle Corp. $59.06 $78.75
-55.58 YHOO Yahoo! Inc. $237.50 $105.50
54.25 SUNW Sun Microsystems $76.50 $118.00
77.41 EMC EMC Corp. $57.00 $101.13
11.68 AMGN Amgen $62.40 $69.69
6.62 AMAT Applied Materials $63.25 $67.44
5.84 CSCO Cisco Systems $54.03 $57.19
-16.40 HD Home Depot $65.19 $54.50
1.57 6.98 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
13.63 JDSU JDS Uniphase $94.00 $106.81
-60.96 QCOM Qualcomm Inc. $179.31 $70.00
-55.58 YHOO Yahoo! Inc. $237.50 $105.50
33.33 ORCL Oracle Corp. $59.06 $78.75
77.41 EMC EMC Corp. $57.00 $101.13
6.62 AMAT Applied Materials $63.25 $67.44
54.25 SUNW Sun Microsystems $76.50 $118.00
11.68 AMGN Amgen $62.40 $69.69
-16.40 HD Home Depot $65.19 $54.50
5.84 CSCO Cisco Systems $54.03 $57.19
69.29 27.92 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
13.63 JDSU JDS Uniphase $94.00 $106.81
-60.96 QCOM Qualcomm Inc. $179.31 $70.00
33.33 ORCL Oracle Corp. $59.06 $78.75
206.91 NTAP Network Appliance $42.50 $130.44
153.53 SEBL Siebel Systems $42.50 $107.75
-55.58 YHOO Yahoo! Inc. $237.50 $105.50
-79.86 CMGI CMGI Inc. $163.22 $32.88
32.38 NT Nortel Networks $50.47 $66.81
-18.46 GTW Gateway Inc. $69.56 $56.72
54.25 SUNW Sun Microsystems $76.50 $118.00
-24.43 16.54 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-70.00 WAXS World Access $19.38 $5.81
112.90 IRF Int'l Rectifier $25.19 $53.63
-63.83 TTN Titan Corp. $47.00 $17.00
-24.29 SYMC Symantec Corp. $56.88 $43.06
-76.93 MCRS MICROS Systems $64.75 $14.94
74.14 ADCT ADC Telecom. $18.13 $31.56
-10.70 NOK Nokia Corp. ADR $46.75 $41.75
87.53 TECH Techne Corp. $58.13 $109.00
32.38 NT Nortel Networks $50.47 $66.81
104.16 PEB PE Biosystems Group $58.66 $119.75
13.96 15.49 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
26.29 CY Cypress Semiconductor $32.81 $41.44
112.90 IRF Int'l Rectifier $25.19 $53.63
-30.02 CTS CTS Corp. $74.75 $52.31
-63.83 TTN Titan Corp. $47.00 $17.00
24.44 MU Micron Technology $37.97 $47.25
-18.46 GTW Gateway Inc. $69.56 $56.72
4.44 CHIR Chiron Corp. $45.00 $47.00
-10.70 NOK Nokia Corp. ADR $46.75 $41.75
77.41 EMC EMC Corp. $57.00 $101.13
32.38 NT Nortel Networks $50.47 $66.81
-2.01 -12.49 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
43.27 VRTS VERITAS Software $94.67 $135.63
33.33 ORCL Oracle Corp. $59.06 $78.75
-79.86 CMGI CMGI Inc. $163.22 $32.88
-18.46 GTW Gateway Inc. $69.56 $56.72
11.68 AMGN Amgen $62.40 $69.69
-10.70 NOK Nokia Corp. ADR $46.75 $41.75
-32.56 DELL Dell Computer $50.88 $34.31
4.31 INTC Intel Corp. $43.50 $45.38
-47.45 MSFT Microsoft Corp. $116.56 $61.25
-28.43 CL Colgate-Palmolive $62.25 $44.55
-6.23 70.19 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-60.96 QCOM Qualcomm Inc. $179.31 $70.00
-63.83 TTN Titan Corp. $47.00 $17.00
13.63 JDSU JDS Uniphase $94.00 $106.81
-73.50 HLIT Harmonic Inc. $92.47 $24.50
153.53 SEBL Siebel Systems $42.50 $107.75
33.33 ORCL Oracle Corp. $59.06 $78.75
237.07 IDTI Integrated Device $28.41 $95.75
206.91 NTAP Network Appliance $42.50 $130.44
175.28 PMCS PMC-Sierra $79.38 $218.50
80.43 IDPH IDEC Pharmac. $93.25 $168.25
15.14 37.94 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-63.83 TTN Titan Corp. $47.00 $17.00
13.63 JDSU JDS Uniphase $94.00 $106.81
-60.96 QCOM Qualcomm Inc. $179.31 $70.00
153.53 SEBL Siebel Systems $42.50 $107.75
33.33 ORCL Oracle Corp. $59.06 $78.75
206.91 NTAP Network Appliance $42.50 $130.44
39.52 IMNX Immunex Corp. $34.00 $47.44
-55.58 YHOO Yahoo! Inc. $237.50 $105.50
80.43 IDPH IDEC Pharmac. $93.25 $168.25
32.38 NT Nortel Networks $50.47 $66.81
-31.71 55.27 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
13.63 JDSU JDS Uniphase $94.00 $106.81
-63.83 TTN Titan Corp. $47.00 $17.00
-60.96 QCOM Qualcomm Inc. $179.31 $70.00
-73.50 HLIT Harmonic Inc. $92.47 $24.50
26.11 CYTC Cytyc Corp. $29.69 $37.44
33.33 ORCL Oracle Corp. $59.06 $78.75
206.91 NTAP Network Appliance $42.50 $130.44
153.53 SEBL Siebel Systems $42.50 $107.75
237.07 IDTI Integrated Device $28.41 $95.75
80.43 IDPH IDEC Pharmac. $93.25 $168.25
-13.02 -4.33 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
5.84 CSCO Cisco Systems $54.03 $57.19
-25.82 WMT Wal-Mart Stores $66.81 $49.56
4.31 INTC Intel Corp. $43.50 $45.38
-33.05 AOL America Online $83.00 $55.57
-16.40 HD Home Depot $65.19 $54.50
32.38 NT Nortel Networks $50.47 $66.81
-32.56 DELL Dell Computer $50.88 $34.31
77.41 EMC EMC Corp. $57.00 $101.13
-55.58 YHOO Yahoo! Inc. $237.50 $105.50
0.12 TXN Texas Instruments $51.44 $51.50
56.62 35.77 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-60.96 QCOM Qualcomm Inc. $179.31 $70.00
13.63 JDSU JDS Uniphase $94.00 $106.81
153.53 SEBL Siebel Systems $42.50 $107.75
206.91 NTAP Network Appliance $42.50 $130.44
-30.02 CTS CTS Corp. $74.75 $52.31
109.69 CDWC CDW Computer Ctrs $34.52 $72.38
-28.10 TLAB Tellabs Inc. $65.63 $47.19
-20.81 AEOS Amer. Eagle Out. $44.00 $34.84
-6.70 TIF Tiffany & Co. $42.47 $39.63
20.51 JMED Jones Pharma $29.67 $35.75
-0.74 SPY S&P500 Trust (Spider) $145.44 $144.36
-4.55 QQQ Nasdaq 100 Index Trust $94.75 $90.44