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 16, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
63.71 40.31 Formula 90
63.71 20.88 Keystone 100
50.73 29.99 Unemotional Growth
6.39 30.86 Relative Strength - 13 Week
-4.98 S&P500 Trust (Spider)
-7.66 -20.98 Plowback
-9.33 -5.89 Keystone EPS
-9.78 -0.46 PEG26
-13.31 -5.89 Keystone
-13.85 Nasdaq 100 Index Trust
-14.53 58.49 Relative Strength - IBD
-25.02 -16.40 Spark
-32.82 50.08 Relative Strength - 26 Week
-36.20 1.81 PEG13
63.71 40.31 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-57.06 QCOM Qualcomm Inc. $179.31 $77.00
0.47 JDSU JDS Uniphase $94.00 $94.44
143.82 SEBL Siebel Systems $42.50 $103.63
17.04 ORCL Oracle Corp. $29.53 $34.56
214.26 NTAP Network Appliance $42.50 $133.56
136.46 PMCS PMC-Sierra $79.38 $187.69
-47.83 CTS CTS Corp. $74.75 $39.00
49.75 SUNW Sun Microsystems $76.50 $114.56
-24.29 SYMC Symantec Corp. $56.88 $43.06
-29.55 NOK Nokia Corp. ADR $46.75 $32.94
-13.31 -5.89 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
0.47 JDSU JDS Uniphase $94.00 $94.44
-57.06 QCOM Qualcomm Inc. $179.31 $77.00
17.04 ORCL Oracle Corp. $29.53 $34.56
-76.74 YHOO Yahoo! Inc. $237.50 $55.25
49.75 SUNW Sun Microsystems $76.50 $114.56
69.63 EMC EMC Corp. $57.00 $96.69
2.27 AMGN Amgen $62.40 $63.81
-22.92 AMAT Applied Materials $63.25 $48.75
0.87 CSCO Cisco Systems $54.03 $54.50
-42.19 HD Home Depot $65.19 $37.69
-9.33 -5.89 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
0.47 JDSU JDS Uniphase $94.00 $94.44
-57.06 QCOM Qualcomm Inc. $179.31 $77.00
-76.74 YHOO Yahoo! Inc. $237.50 $55.25
17.04 ORCL Oracle Corp. $29.53 $34.56
69.63 EMC EMC Corp. $57.00 $96.69
-22.92 AMAT Applied Materials $63.25 $48.75
49.75 SUNW Sun Microsystems $76.50 $114.56
2.27 AMGN Amgen $62.40 $63.81
-42.19 HD Home Depot $65.19 $37.69
0.87 CSCO Cisco Systems $54.03 $54.50
63.71 20.88 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
0.47 JDSU JDS Uniphase $94.00 $94.44
-57.06 QCOM Qualcomm Inc. $179.31 $77.00
17.04 ORCL Oracle Corp. $29.53 $34.56
214.26 NTAP Network Appliance $42.50 $133.56
143.82 SEBL Siebel Systems $42.50 $103.63
-76.74 YHOO Yahoo! Inc. $237.50 $55.25
-89.32 CMGI CMGI Inc. $163.22 $17.44
33.62 NT Nortel Networks $50.47 $67.44
-27.02 GTW Gateway Inc. $69.56 $50.77
49.75 SUNW Sun Microsystems $76.50 $114.56
-36.20 1.81 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-80.00 WAXS World Access $19.38 $3.88
70.72 IRF Int'l Rectifier $25.19 $43.00
-72.34 TTN Titan Corp. $47.00 $13.00
-24.29 SYMC Symantec Corp. $56.88 $43.06
-75.10 MCRS MICROS Systems $64.75 $16.13
46.90 ADCT ADC Telecom. $18.13 $26.63
-29.55 NOK Nokia Corp. ADR $46.75 $32.94
78.49 TECH Techne Corp. $58.13 $103.75
33.62 NT Nortel Networks $50.47 $67.44
69.63 PEB PE Biosystems Group $58.66 $99.50
-9.78 -0.46 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
11.81 CY Cypress Semiconductor $32.81 $36.69
70.72 IRF Int'l Rectifier $25.19 $43.00
-47.83 CTS CTS Corp. $74.75 $39.00
-72.34 TTN Titan Corp. $47.00 $13.00
-11.28 MU Micron Technology $37.97 $33.69
-27.02 GTW Gateway Inc. $69.56 $50.77
-2.36 CHIR Chiron Corp. $45.00 $43.94
-29.55 NOK Nokia Corp. ADR $46.75 $32.94
69.63 EMC EMC Corp. $57.00 $96.69
33.62 NT Nortel Networks $50.47 $67.44
-7.66 -20.98 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
58.73 VRTS VERITAS Software $94.67 $150.27
17.04 ORCL Oracle Corp. $29.53 $34.56
-89.32 CMGI CMGI Inc. $163.22 $17.44
-27.02 GTW Gateway Inc. $69.56 $50.77
2.27 AMGN Amgen $62.40 $63.81
-29.55 NOK Nokia Corp. ADR $46.75 $32.94
-50.15 DELL Dell Computer $50.88 $25.36
-17.96 INTC Intel Corp. $43.50 $35.69
-56.78 MSFT Microsoft Corp. $116.56 $50.38
-17.03 CL Colgate-Palmolive $62.25 $51.65
-14.53 58.49 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-57.06 QCOM Qualcomm Inc. $179.31 $77.00
-72.34 TTN Titan Corp. $47.00 $13.00
0.47 JDSU JDS Uniphase $94.00 $94.44
-87.56 HLIT Harmonic Inc. $92.47 $11.50
143.82 SEBL Siebel Systems $42.50 $103.63
17.04 ORCL Oracle Corp. $29.53 $34.56
210.01 IDTI Integrated Device $28.41 $88.06
214.26 NTAP Network Appliance $42.50 $133.56
136.46 PMCS PMC-Sierra $79.38 $187.69
79.76 IDPH IDEC Pharmac. $93.25 $167.63
6.39 30.86 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-72.34 TTN Titan Corp. $47.00 $13.00
0.47 JDSU JDS Uniphase $94.00 $94.44
-57.06 QCOM Qualcomm Inc. $179.31 $77.00
143.82 SEBL Siebel Systems $42.50 $103.63
17.04 ORCL Oracle Corp. $29.53 $34.56
214.26 NTAP Network Appliance $42.50 $133.56
25.74 IMNX Immunex Corp. $34.00 $42.75
-76.74 YHOO Yahoo! Inc. $237.50 $55.25
79.76 IDPH IDEC Pharmac. $93.25 $167.63
33.62 NT Nortel Networks $50.47 $67.44
-32.82 50.08 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
0.47 JDSU JDS Uniphase $94.00 $94.44
-72.34 TTN Titan Corp. $47.00 $13.00
-57.06 QCOM Qualcomm Inc. $179.31 $77.00
-87.56 HLIT Harmonic Inc. $92.47 $11.50
52.42 CYTC Cytyc Corp. $29.69 $45.25
17.04 ORCL Oracle Corp. $29.53 $34.56
214.26 NTAP Network Appliance $42.50 $133.56
143.82 SEBL Siebel Systems $42.50 $103.63
210.01 IDTI Integrated Device $28.41 $88.06
79.76 IDPH IDEC Pharmac. $93.25 $167.63
-25.02 -16.40 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
0.87 CSCO Cisco Systems $54.03 $54.50
-29.19 WMT Wal-Mart Stores $66.81 $47.31
-17.96 INTC Intel Corp. $43.50 $35.69
-36.61 AOL America Online $83.00 $52.61
-42.19 HD Home Depot $65.19 $37.69
33.62 NT Nortel Networks $50.47 $67.44
-50.15 DELL Dell Computer $50.88 $25.36
69.63 EMC EMC Corp. $57.00 $96.69
-76.74 YHOO Yahoo! Inc. $237.50 $55.25
-15.31 TXN Texas Instruments $51.44 $43.56
50.73 29.99 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-57.06 QCOM Qualcomm Inc. $179.31 $77.00
0.47 JDSU JDS Uniphase $94.00 $94.44
143.82 SEBL Siebel Systems $42.50 $103.63
214.26 NTAP Network Appliance $42.50 $133.56
-47.83 CTS CTS Corp. $74.75 $39.00
56.99 CDWC CDW Computer Ctrs $34.52 $54.19
-33.71 TLAB Tellabs Inc. $65.63 $43.50
-25.43 AEOS Amer. Eagle Out. $44.00 $32.81
-12.58 TIF Tiffany & Co. $42.47 $37.13
60.93 KG King Pharmaceuticals $26.37 $42.44
-4.98 SPY S&P500 Trust (Spider) $145.44 $138.19
-13.85 QQQ Nasdaq 100 Index Trust $94.75 $81.63