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 23, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
70.55 47.38 Formula 90
70.55 25.45 Keystone 100
57.59 34.85 Unemotional Growth
10.36 37.88 Relative Strength - 13 Week
1.51 8.60 PEG26
-3.18 -14.61 Plowback
-3.37 S&P500 Trust (Spider)
-7.10 -1.65 Keystone EPS
-9.04 Nasdaq 100 Index Trust
-10.33 65.88 Relative Strength - IBD
-11.12 -1.65 Keystone
-21.24 -12.41 Spark
-28.73 9.19 PEG13
-30.76 54.98 Relative Strength - 26 Week
70.55 47.38 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-58.94 QCOM Qualcomm Inc. $179.31 $73.63
7.65 JDSU JDS Uniphase $94.00 $101.19
158.38 SEBL Siebel Systems $42.50 $109.81
15.34 ORCL Oracle Corp. $29.53 $34.06
230.29 NTAP Network Appliance $42.50 $140.38
165.20 PMCS PMC-Sierra $79.38 $210.50
-49.41 CTS CTS Corp. $74.75 $37.81
55.23 SUNW Sun Microsystems $76.50 $118.75
-33.52 SYMC Symantec Corp. $56.88 $37.81
-16.44 NOK Nokia Corp. ADR $46.75 $39.06
-11.12 -1.65 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
7.65 JDSU JDS Uniphase $94.00 $101.19
-58.94 QCOM Qualcomm Inc. $179.31 $73.63
15.34 ORCL Oracle Corp. $29.53 $34.06
-74.89 YHOO Yahoo! Inc. $237.50 $59.63
55.23 SUNW Sun Microsystems $76.50 $118.75
75.33 EMC EMC Corp. $57.00 $99.94
13.69 AMGN Amgen $62.40 $70.94
-15.51 AMAT Applied Materials $63.25 $53.44
3.41 CSCO Cisco Systems $54.03 $55.88
-37.78 HD Home Depot $65.19 $40.56
-7.10 -1.65 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
7.65 JDSU JDS Uniphase $94.00 $101.19
-58.94 QCOM Qualcomm Inc. $179.31 $73.63
-74.89 YHOO Yahoo! Inc. $237.50 $59.63
15.34 ORCL Oracle Corp. $29.53 $34.06
75.33 EMC EMC Corp. $57.00 $99.94
-15.51 AMAT Applied Materials $63.25 $53.44
55.23 SUNW Sun Microsystems $76.50 $118.75
13.69 AMGN Amgen $62.40 $70.94
-37.78 HD Home Depot $65.19 $40.56
3.41 CSCO Cisco Systems $54.03 $55.88
70.55 25.45 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
7.65 JDSU JDS Uniphase $94.00 $101.19
-58.94 QCOM Qualcomm Inc. $179.31 $73.63
15.34 ORCL Oracle Corp. $29.53 $34.06
230.29 NTAP Network Appliance $42.50 $140.38
158.38 SEBL Siebel Systems $42.50 $109.81
-74.89 YHOO Yahoo! Inc. $237.50 $59.63
-89.39 CMGI CMGI Inc. $163.22 $17.31
32.63 NT Nortel Networks $50.47 $66.94
-21.80 GTW Gateway Inc. $69.56 $54.40
55.23 SUNW Sun Microsystems $76.50 $118.75
-28.73 9.19 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-71.61 WAXS World Access $19.38 $5.50
105.46 IRF Int'l Rectifier $25.19 $51.75
-70.61 TTN Titan Corp. $47.00 $13.81
-33.52 SYMC Symantec Corp. $56.88 $37.81
-73.36 MCRS MICROS Systems $64.75 $17.25
24.83 ADCT ADC Telecom. $18.13 $22.63
-16.44 NOK Nokia Corp. ADR $46.75 $39.06
115.59 TECH Techne Corp. $58.13 $125.31
32.63 NT Nortel Networks $50.47 $66.94
78.90 PEB PE Biosystems Group $58.66 $104.94
1.51 8.60 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
26.48 CY Cypress Semiconductor $32.81 $41.50
105.46 IRF Int'l Rectifier $25.19 $51.75
-49.41 CTS CTS Corp. $74.75 $37.81
-70.61 TTN Titan Corp. $47.00 $13.81
-4.36 MU Micron Technology $37.97 $36.31
-21.80 GTW Gateway Inc. $69.56 $54.40
8.75 CHIR Chiron Corp. $45.00 $48.94
-16.44 NOK Nokia Corp. ADR $46.75 $39.06
75.33 EMC EMC Corp. $57.00 $99.94
32.63 NT Nortel Networks $50.47 $66.94
-3.18 -14.61 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
66.24 VRTS VERITAS Software $94.67 $157.38
15.34 ORCL Oracle Corp. $29.53 $34.06
-89.39 CMGI CMGI Inc. $163.22 $17.31
-21.80 GTW Gateway Inc. $69.56 $54.40
13.69 AMGN Amgen $62.40 $70.94
-16.44 NOK Nokia Corp. ADR $46.75 $39.06
-45.95 DELL Dell Computer $50.88 $27.50
-0.43 INTC Intel Corp. $43.50 $43.31
-46.70 MSFT Microsoft Corp. $116.56 $62.13
-20.64 CL Colgate-Palmolive $62.25 $49.40
-10.33 65.88 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-58.94 QCOM Qualcomm Inc. $179.31 $73.63
-70.61 TTN Titan Corp. $47.00 $13.81
7.65 JDSU JDS Uniphase $94.00 $101.19
-88.10 HLIT Harmonic Inc. $92.47 $11.00
158.38 SEBL Siebel Systems $42.50 $109.81
15.34 ORCL Oracle Corp. $29.53 $34.06
188.45 IDTI Integrated Device $28.41 $81.94
230.29 NTAP Network Appliance $42.50 $140.38
165.20 PMCS PMC-Sierra $79.38 $210.50
111.14 IDPH IDEC Pharmac. $93.25 $196.89
10.36 37.88 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-70.61 TTN Titan Corp. $47.00 $13.81
7.65 JDSU JDS Uniphase $94.00 $101.19
-58.94 QCOM Qualcomm Inc. $179.31 $73.63
158.38 SEBL Siebel Systems $42.50 $109.81
15.34 ORCL Oracle Corp. $29.53 $34.06
230.29 NTAP Network Appliance $42.50 $140.38
27.76 IMNX Immunex Corp. $34.00 $43.44
-74.89 YHOO Yahoo! Inc. $237.50 $59.63
111.14 IDPH IDEC Pharmac. $93.25 $196.89
32.63 NT Nortel Networks $50.47 $66.94
-30.76 54.98 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
7.65 JDSU JDS Uniphase $94.00 $101.19
-70.61 TTN Titan Corp. $47.00 $13.81
-58.94 QCOM Qualcomm Inc. $179.31 $73.63
-88.10 HLIT Harmonic Inc. $92.47 $11.00
56.21 CYTC Cytyc Corp. $29.69 $46.38
15.34 ORCL Oracle Corp. $29.53 $34.06
230.29 NTAP Network Appliance $42.50 $140.38
158.38 SEBL Siebel Systems $42.50 $109.81
188.45 IDTI Integrated Device $28.41 $81.94
111.14 IDPH IDEC Pharmac. $93.25 $196.89
-21.24 -12.41 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
3.41 CSCO Cisco Systems $54.03 $55.88
-29.19 WMT Wal-Mart Stores $66.81 $47.31
-0.43 INTC Intel Corp. $43.50 $43.31
-42.24 AOL America Online $83.00 $47.94
-37.78 HD Home Depot $65.19 $40.56
32.63 NT Nortel Networks $50.47 $66.94
-45.95 DELL Dell Computer $50.88 $27.50
75.33 EMC EMC Corp. $57.00 $99.94
-74.89 YHOO Yahoo! Inc. $237.50 $59.63
-4.98 TXN Texas Instruments $51.44 $48.88
57.59 34.85 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-58.94 QCOM Qualcomm Inc. $179.31 $73.63
7.65 JDSU JDS Uniphase $94.00 $101.19
158.38 SEBL Siebel Systems $42.50 $109.81
230.29 NTAP Network Appliance $42.50 $140.38
-49.41 CTS CTS Corp. $74.75 $37.81
65.50 CDWC CDW Computer Ctrs $34.52 $57.13
-33.05 TLAB Tellabs Inc. $65.63 $43.94
-24.29 AEOS Amer. Eagle Out. $44.00 $33.31
-7.58 TIF Tiffany & Co. $42.47 $39.25
59.98 KG King Pharmaceuticals $26.37 $42.19
-3.37 SPY S&P500 Trust (Spider) $145.44 $140.53
-9.04 QQQ Nasdaq 100 Index Trust $94.75 $86.19