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 9, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
54.98 37.52 Formula 90
54.98 15.85 Keystone 100
44.97 26.25 Unemotional Growth
4.28 25.99 Relative Strength - 13 Week
-3.28 0.03 PEG26
-3.52 S&P500 Trust (Spider)
-9.97 -4.34 Keystone EPS
-12.64 -21.69 Plowback
-12.86 Nasdaq 100 Index Trust
-13.49 -4.34 Keystone
-15.67 51.21 Relative Strength - IBD
-19.30 -13.95 Spark
-32.87 4.55 PEG13
-35.24 41.06 Relative Strength - 26 Week
54.98 37.52 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-55.73 QCOM Qualcomm Inc. $179.31 $79.38
-0.47 JDSU JDS Uniphase $94.00 $93.56
135.74 SEBL Siebel Systems $42.50 $100.19
13.02 ORCL Oracle Corp. $59.06 $66.75
182.35 NTAP Network Appliance $42.50 $120.00
139.45 PMCS PMC-Sierra $79.38 $190.06
-37.04 CTS CTS Corp. $74.75 $47.06
39.62 SUNW Sun Microsystems $76.50 $106.81
-20.88 SYMC Symantec Corp. $56.88 $45.00
-20.86 NOK Nokia Corp. ADR $46.75 $37.00
-13.49 -4.34 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-0.47 JDSU JDS Uniphase $94.00 $93.56
-55.73 QCOM Qualcomm Inc. $179.31 $79.38
13.02 ORCL Oracle Corp. $59.06 $66.75
-63.89 YHOO Yahoo! Inc. $237.50 $85.75
39.62 SUNW Sun Microsystems $76.50 $106.81
57.24 EMC EMC Corp. $57.00 $89.63
1.27 AMGN Amgen $62.40 $63.19
-11.86 AMAT Applied Materials $63.25 $55.75
-0.64 CSCO Cisco Systems $54.03 $53.69
-21.96 HD Home Depot $65.19 $50.88
-9.97 -4.34 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-0.47 JDSU JDS Uniphase $94.00 $93.56
-55.73 QCOM Qualcomm Inc. $179.31 $79.38
-63.89 YHOO Yahoo! Inc. $237.50 $85.75
13.02 ORCL Oracle Corp. $59.06 $66.75
57.24 EMC EMC Corp. $57.00 $89.63
-11.86 AMAT Applied Materials $63.25 $55.75
39.62 SUNW Sun Microsystems $76.50 $106.81
1.27 AMGN Amgen $62.40 $63.19
-21.96 HD Home Depot $65.19 $50.88
-0.64 CSCO Cisco Systems $54.03 $53.69
54.98 15.85 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-0.47 JDSU JDS Uniphase $94.00 $93.56
-55.73 QCOM Qualcomm Inc. $179.31 $79.38
13.02 ORCL Oracle Corp. $59.06 $66.75
182.35 NTAP Network Appliance $42.50 $120.00
135.74 SEBL Siebel Systems $42.50 $100.19
-63.89 YHOO Yahoo! Inc. $237.50 $85.75
-86.44 CMGI CMGI Inc. $163.22 $22.13
25.33 NT Nortel Networks $50.47 $63.25
-31.00 GTW Gateway Inc. $69.56 $48.00
39.62 SUNW Sun Microsystems $76.50 $106.81
-32.87 4.55 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-76.45 WAXS World Access $19.38 $4.56
78.91 IRF Int'l Rectifier $25.19 $45.06
-71.14 TTN Titan Corp. $47.00 $13.56
-20.88 SYMC Symantec Corp. $56.88 $45.00
-74.81 MCRS MICROS Systems $64.75 $16.31
48.97 ADCT ADC Telecom. $18.13 $27.00
-20.86 NOK Nokia Corp. ADR $46.75 $37.00
76.56 TECH Techne Corp. $58.13 $102.63
25.33 NT Nortel Networks $50.47 $63.25
79.86 PEB PE Biosystems Group $58.66 $105.50
-3.28 0.03 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
8.19 CY Cypress Semiconductor $32.81 $35.50
78.91 IRF Int'l Rectifier $25.19 $45.06
-37.04 CTS CTS Corp. $74.75 $47.06
-71.14 TTN Titan Corp. $47.00 $13.56
4.69 MU Micron Technology $37.97 $39.75
-31.00 GTW Gateway Inc. $69.56 $48.00
-14.03 CHIR Chiron Corp. $45.00 $38.69
-20.86 NOK Nokia Corp. ADR $46.75 $37.00
57.24 EMC EMC Corp. $57.00 $89.63
25.33 NT Nortel Networks $50.47 $63.25
-12.64 -21.69 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
39.96 VRTS VERITAS Software $94.67 $132.50
13.02 ORCL Oracle Corp. $59.06 $66.75
-86.44 CMGI CMGI Inc. $163.22 $22.13
-31.00 GTW Gateway Inc. $69.56 $48.00
1.27 AMGN Amgen $62.40 $63.19
-20.86 NOK Nokia Corp. ADR $46.75 $37.00
-49.63 DELL Dell Computer $50.88 $25.63
-10.20 INTC Intel Corp. $43.50 $39.06
-53.51 MSFT Microsoft Corp. $116.56 $54.19
-19.50 CL Colgate-Palmolive $62.25 $50.11
-15.67 51.21 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-55.73 QCOM Qualcomm Inc. $179.31 $79.38
-71.14 TTN Titan Corp. $47.00 $13.56
-0.47 JDSU JDS Uniphase $94.00 $93.56
-86.75 HLIT Harmonic Inc. $92.47 $12.25
135.74 SEBL Siebel Systems $42.50 $100.19
13.02 ORCL Oracle Corp. $59.06 $66.75
178.99 IDTI Integrated Device $28.41 $79.25
182.35 NTAP Network Appliance $42.50 $120.00
139.45 PMCS PMC-Sierra $79.38 $190.06
76.68 IDPH IDEC Pharmac. $93.25 $164.75
4.28 25.99 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-71.14 TTN Titan Corp. $47.00 $13.56
-0.47 JDSU JDS Uniphase $94.00 $93.56
-55.73 QCOM Qualcomm Inc. $179.31 $79.38
135.74 SEBL Siebel Systems $42.50 $100.19
13.02 ORCL Oracle Corp. $59.06 $66.75
182.35 NTAP Network Appliance $42.50 $120.00
18.01 IMNX Immunex Corp. $34.00 $40.13
-63.89 YHOO Yahoo! Inc. $237.50 $85.75
76.68 IDPH IDEC Pharmac. $93.25 $164.75
25.33 NT Nortel Networks $50.47 $63.25
-35.24 41.06 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-0.47 JDSU JDS Uniphase $94.00 $93.56
-71.14 TTN Titan Corp. $47.00 $13.56
-55.73 QCOM Qualcomm Inc. $179.31 $79.38
-86.75 HLIT Harmonic Inc. $92.47 $12.25
37.89 CYTC Cytyc Corp. $29.69 $40.94
13.02 ORCL Oracle Corp. $59.06 $66.75
182.35 NTAP Network Appliance $42.50 $120.00
135.74 SEBL Siebel Systems $42.50 $100.19
178.99 IDTI Integrated Device $28.41 $79.25
76.68 IDPH IDEC Pharmac. $93.25 $164.75
-19.30 -13.95 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-0.64 CSCO Cisco Systems $54.03 $53.69
-32.46 WMT Wal-Mart Stores $66.81 $45.13
-10.20 INTC Intel Corp. $43.50 $39.06
-31.23 AOL America Online $83.00 $57.08
-21.96 HD Home Depot $65.19 $50.88
25.33 NT Nortel Networks $50.47 $63.25
-49.63 DELL Dell Computer $50.88 $25.63
57.24 EMC EMC Corp. $57.00 $89.63
-63.89 YHOO Yahoo! Inc. $237.50 $85.75
-12.03 TXN Texas Instruments $51.44 $45.25
44.97 26.25 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-55.73 QCOM Qualcomm Inc. $179.31 $79.38
-0.47 JDSU JDS Uniphase $94.00 $93.56
135.74 SEBL Siebel Systems $42.50 $100.19
182.35 NTAP Network Appliance $42.50 $120.00
-37.04 CTS CTS Corp. $74.75 $47.06
53.55 CDWC CDW Computer Ctrs $34.52 $53.00
-26.57 TLAB Tellabs Inc. $65.63 $48.19
-20.31 AEOS Amer. Eagle Out. $44.00 $35.06
-17.14 TIF Tiffany & Co. $42.47 $35.19
48.13 KG King Pharmaceuticals $26.37 $39.06
-3.52 SPY S&P500 Trust (Spider) $145.44 $140.31
-12.86 QQQ Nasdaq 100 Index Trust $94.75 $82.56