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 October 2, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
59.49 43.79 Formula 90
59.49 19.03 Keystone 100
46.14 28.33 Unemotional Growth
8.64 27.94 Relative Strength - 13 Week
2.70 6.19 PEG26
-1.16 S&P500 Trust (Spider)
-4.22 0.57 Keystone EPS
-5.59 -16.68 Plowback
-8.71 Nasdaq 100 Index Trust
-9.31 0.57 Keystone
-13.07 60.68 Relative Strength - IBD
-17.89 -10.22 Spark
-31.41 8.93 PEG13
-34.69 47.18 Relative Strength - 26 Week
59.49 43.79 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-60.23 QCOM Qualcomm Inc. $179.31 $71.31
-4.32 JDSU JDS Uniphase $94.00 $89.94
141.18 SEBL Siebel Systems $42.50 $102.50
33.33 ORCL Oracle Corp. $59.06 $78.75
187.50 NTAP Network Appliance $42.50 $122.19
168.03 PMCS PMC-Sierra $79.38 $212.75
-33.44 CTS CTS Corp. $74.75 $49.75
48.45 SUNW Sun Microsystems $76.50 $113.56
-27.91 SYMC Symantec Corp. $56.88 $41.00
-14.71 NOK Nokia Corp. ADR $46.75 $39.88
-9.31 0.57 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-4.32 JDSU JDS Uniphase $94.00 $89.94
-60.23 QCOM Qualcomm Inc. $179.31 $71.31
33.33 ORCL Oracle Corp. $59.06 $78.75
-63.76 YHOO Yahoo! Inc. $237.50 $86.06
48.45 SUNW Sun Microsystems $76.50 $113.56
73.90 EMC EMC Corp. $57.00 $99.13
5.37 AMGN Amgen $62.40 $65.75
-10.38 AMAT Applied Materials $63.25 $56.69
2.72 CSCO Cisco Systems $54.03 $55.50
-19.37 HD Home Depot $65.19 $52.56
-4.22 0.57 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-4.32 JDSU JDS Uniphase $94.00 $89.94
-60.23 QCOM Qualcomm Inc. $179.31 $71.31
-63.76 YHOO Yahoo! Inc. $237.50 $86.06
33.33 ORCL Oracle Corp. $59.06 $78.75
73.90 EMC EMC Corp. $57.00 $99.13
-10.38 AMAT Applied Materials $63.25 $56.69
48.45 SUNW Sun Microsystems $76.50 $113.56
5.37 AMGN Amgen $62.40 $65.75
-19.37 HD Home Depot $65.19 $52.56
2.72 CSCO Cisco Systems $54.03 $55.50
59.49 19.03 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-4.32 JDSU JDS Uniphase $94.00 $89.94
-60.23 QCOM Qualcomm Inc. $179.31 $71.31
33.33 ORCL Oracle Corp. $59.06 $78.75
187.50 NTAP Network Appliance $42.50 $122.19
141.18 SEBL Siebel Systems $42.50 $102.50
-63.76 YHOO Yahoo! Inc. $237.50 $86.06
-84.53 CMGI CMGI Inc. $163.22 $25.25
22.60 NT Nortel Networks $50.47 $61.88
-29.89 GTW Gateway Inc. $69.56 $48.77
48.45 SUNW Sun Microsystems $76.50 $113.56
-31.41 8.93 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-70.65 WAXS World Access $19.38 $5.69
84.12 IRF Int'l Rectifier $25.19 $46.38
-66.76 TTN Titan Corp. $47.00 $15.63
-27.91 SYMC Symantec Corp. $56.88 $41.00
-75.87 MCRS MICROS Systems $64.75 $15.63
50.00 ADCT ADC Telecom. $18.13 $27.19
-14.71 NOK Nokia Corp. ADR $46.75 $39.88
96.13 TECH Techne Corp. $58.13 $114.00
22.60 NT Nortel Networks $50.47 $61.88
92.33 PEB PE Biosystems Group $58.66 $112.81
2.70 6.19 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
18.29 CY Cypress Semiconductor $32.81 $38.81
84.12 IRF Int'l Rectifier $25.19 $46.38
-33.44 CTS CTS Corp. $74.75 $49.75
-66.76 TTN Titan Corp. $47.00 $15.63
11.28 MU Micron Technology $37.97 $42.25
-29.89 GTW Gateway Inc. $69.56 $48.77
-3.47 CHIR Chiron Corp. $45.00 $43.44
-14.71 NOK Nokia Corp. ADR $46.75 $39.88
73.90 EMC EMC Corp. $57.00 $99.13
22.60 NT Nortel Networks $50.47 $61.88
-5.59 -16.68 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
47.76 VRTS VERITAS Software $94.67 $139.88
33.33 ORCL Oracle Corp. $59.06 $78.75
-84.53 CMGI CMGI Inc. $163.22 $25.25
-29.89 GTW Gateway Inc. $69.56 $48.77
5.37 AMGN Amgen $62.40 $65.75
-14.71 NOK Nokia Corp. ADR $46.75 $39.88
-42.51 DELL Dell Computer $50.88 $29.25
-7.76 INTC Intel Corp. $43.50 $40.13
-49.28 MSFT Microsoft Corp. $116.56 $59.13
-24.59 CL Colgate-Palmolive $62.25 $46.94
-13.07 60.68 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-60.23 QCOM Qualcomm Inc. $179.31 $71.31
-66.76 TTN Titan Corp. $47.00 $15.63
-4.32 JDSU JDS Uniphase $94.00 $89.94
-75.19 HLIT Harmonic Inc. $92.47 $22.94
141.18 SEBL Siebel Systems $42.50 $102.50
33.33 ORCL Oracle Corp. $59.06 $78.75
214.85 IDTI Integrated Device $28.41 $89.44
187.50 NTAP Network Appliance $42.50 $122.19
168.03 PMCS PMC-Sierra $79.38 $212.75
68.36 IDPH IDEC Pharmac. $93.25 $157.00
8.64 27.94 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-66.76 TTN Titan Corp. $47.00 $15.63
-4.32 JDSU JDS Uniphase $94.00 $89.94
-60.23 QCOM Qualcomm Inc. $179.31 $71.31
141.18 SEBL Siebel Systems $42.50 $102.50
33.33 ORCL Oracle Corp. $59.06 $78.75
187.50 NTAP Network Appliance $42.50 $122.19
21.51 IMNX Immunex Corp. $34.00 $41.31
-63.76 YHOO Yahoo! Inc. $237.50 $86.06
68.36 IDPH IDEC Pharmac. $93.25 $157.00
22.60 NT Nortel Networks $50.47 $61.88
-34.69 47.18 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-4.32 JDSU JDS Uniphase $94.00 $89.94
-66.76 TTN Titan Corp. $47.00 $15.63
-60.23 QCOM Qualcomm Inc. $179.31 $71.31
-75.19 HLIT Harmonic Inc. $92.47 $22.94
33.05 CYTC Cytyc Corp. $29.69 $39.50
33.33 ORCL Oracle Corp. $59.06 $78.75
187.50 NTAP Network Appliance $42.50 $122.19
141.18 SEBL Siebel Systems $42.50 $102.50
214.85 IDTI Integrated Device $28.41 $89.44
68.36 IDPH IDEC Pharmac. $93.25 $157.00
-17.89 -10.22 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2.72 CSCO Cisco Systems $54.03 $55.50
-31.43 WMT Wal-Mart Stores $66.81 $45.81
-7.76 INTC Intel Corp. $43.50 $40.13
-33.59 AOL America Online $83.00 $55.12
-19.37 HD Home Depot $65.19 $52.56
22.60 NT Nortel Networks $50.47 $61.88
-42.51 DELL Dell Computer $50.88 $29.25
73.90 EMC EMC Corp. $57.00 $99.13
-63.76 YHOO Yahoo! Inc. $237.50 $86.06
-3.04 TXN Texas Instruments $51.44 $49.88
46.14 28.33 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-60.23 QCOM Qualcomm Inc. $179.31 $71.31
-4.32 JDSU JDS Uniphase $94.00 $89.94
141.18 SEBL Siebel Systems $42.50 $102.50
187.50 NTAP Network Appliance $42.50 $122.19
-33.44 CTS CTS Corp. $74.75 $49.75
82.89 CDWC CDW Computer Ctrs $34.52 $63.13
-28.00 TLAB Tellabs Inc. $65.63 $47.25
-25.99 AEOS Amer. Eagle Out. $44.00 $32.56
-12.58 TIF Tiffany & Co. $42.47 $37.13
36.28 KG King Pharmaceuticals $26.37 $35.94
-1.16 SPY S&P500 Trust (Spider) $145.44 $143.75
-8.71 QQQ Nasdaq 100 Index Trust $94.75 $86.50