|
|
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 November 13, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
20.75 6.01 Formula 90
20.75 -12.01 Keystone 100
15.41 14.52 Unemotional Growth
-6.94 S&P500 Trust (Spider)
-11.38 3.75 Relative Strength - 13 Week
-14.56 -13.80 PEG26
-25.06 10.72 Relative Strength - IBD
-25.79 Nasdaq 100 Index Trust
-26.36 -26.42 Plowback
-26.94 -26.69 Spark
-28.06 -21.42 Keystone EPS
-33.01 12.99 Relative Strength - 26 Week
-33.44 -21.42 Keystone
-39.41 -9.72 PEG13
20.75 6.01 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-58.14 QCOM Qualcomm Inc. $179.31 $75.06
-27.66 JDSU JDS Uniphase $94.00 $68.00
106.91 SEBL Siebel Systems $42.50 $87.94
-16.19 ORCL Oracle Corp. $29.53 $24.75
98.82 NTAP Network Appliance $42.50 $84.50
44.49 PMCS PMC-Sierra $79.38 $114.69
-42.89 CTS CTS Corp. $74.75 $42.69
11.52 SUNW Sun Microsystems $76.50 $85.31
-37.14 SYMC Symantec Corp. $56.88 $35.75
-19.65 NOK Nokia Corp. ADR $46.75 $37.56
-33.44 -21.42 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-27.66 JDSU JDS Uniphase $94.00 $68.00
-58.14 QCOM Qualcomm Inc. $179.31 $75.06
-16.19 ORCL Oracle Corp. $29.53 $24.75
-76.71 YHOO Yahoo! Inc. $237.50 $55.31
11.52 SUNW Sun Microsystems $76.50 $85.31
38.38 EMC EMC Corp. $57.00 $78.88
0.36 AMGN Amgen $62.40 $62.63
-36.36 AMAT Applied Materials $63.25 $40.25
-6.77 CSCO Cisco Systems $54.03 $50.38
-42.67 HD Home Depot $65.19 $37.38
-28.06 -21.42 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-27.66 JDSU JDS Uniphase $94.00 $68.00
-58.14 QCOM Qualcomm Inc. $179.31 $75.06
-76.71 YHOO Yahoo! Inc. $237.50 $55.31
-16.19 ORCL Oracle Corp. $29.53 $24.75
38.38 EMC EMC Corp. $57.00 $78.88
-36.36 AMAT Applied Materials $63.25 $40.25
11.52 SUNW Sun Microsystems $76.50 $85.31
0.36 AMGN Amgen $62.40 $62.63
-42.67 HD Home Depot $65.19 $37.38
-6.77 CSCO Cisco Systems $54.03 $50.38
20.75 -12.01 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-27.66 JDSU JDS Uniphase $94.00 $68.00
-58.14 QCOM Qualcomm Inc. $179.31 $75.06
-16.19 ORCL Oracle Corp. $29.53 $24.75
98.82 NTAP Network Appliance $42.50 $84.50
106.91 SEBL Siebel Systems $42.50 $87.94
-76.71 YHOO Yahoo! Inc. $237.50 $55.31
-91.12 CMGI CMGI Inc. $163.22 $14.50
-23.59 NT Nortel Networks $50.47 $38.56
-43.94 GTW Gateway Inc. $69.56 $39.00
11.52 SUNW Sun Microsystems $76.50 $85.31
-39.41 -9.72 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-80.00 WAXS World Access $19.38 $3.88
51.61 IRF Int'l Rectifier $25.19 $38.19
-61.84 TTN Titan Corp. $47.00 $17.94
-37.14 SYMC Symantec Corp. $56.88 $35.75
-69.69 MCRS MICROS Systems $64.75 $19.63
17.59 ADCT ADC Telecom. $18.13 $21.31
-19.65 NOK Nokia Corp. ADR $46.75 $37.56
63.55 TECH Techne Corp. $58.13 $95.06
-23.59 NT Nortel Networks $50.47 $38.56
61.96 PEB PE Biosystems Group $58.66 $95.00
-14.56 -13.80 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-4.95 CY Cypress Semiconductor $32.81 $31.19
51.61 IRF Int'l Rectifier $25.19 $38.19
-42.89 CTS CTS Corp. $74.75 $42.69
-61.84 TTN Titan Corp. $47.00 $17.94
-14.73 MU Micron Technology $37.97 $32.38
-43.94 GTW Gateway Inc. $69.56 $39.00
-16.39 CHIR Chiron Corp. $45.00 $37.63
-19.65 NOK Nokia Corp. ADR $46.75 $37.56
38.38 EMC EMC Corp. $57.00 $78.88
-23.59 NT Nortel Networks $50.47 $38.56
-26.36 -26.42 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
19.10 VRTS VERITAS Software $94.67 $112.75
-16.19 ORCL Oracle Corp. $29.53 $24.75
-91.12 CMGI CMGI Inc. $163.22 $14.50
-43.94 GTW Gateway Inc. $69.56 $39.00
0.36 AMGN Amgen $62.40 $62.63
-19.65 NOK Nokia Corp. ADR $46.75 $37.56
-52.58 DELL Dell Computer $50.88 $24.13
-12.21 INTC Intel Corp. $43.50 $38.19
-43.00 MSFT Microsoft Corp. $116.56 $66.44
-4.96 CL Colgate-Palmolive $62.25 $59.16
-25.06 10.72 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-58.14 QCOM Qualcomm Inc. $179.31 $75.06
-61.84 TTN Titan Corp. $47.00 $17.94
-27.66 JDSU JDS Uniphase $94.00 $68.00
-84.59 HLIT Harmonic Inc. $92.47 $14.25
106.91 SEBL Siebel Systems $42.50 $87.94
-16.19 ORCL Oracle Corp. $29.53 $24.75
23.65 IDTI Integrated Device $28.41 $35.13
98.82 NTAP Network Appliance $42.50 $84.50
44.49 PMCS PMC-Sierra $79.38 $114.69
81.77 IDPH IDEC Pharmac. $93.25 $169.50
-11.38 3.75 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-61.84 TTN Titan Corp. $47.00 $17.94
-27.66 JDSU JDS Uniphase $94.00 $68.00
-58.14 QCOM Qualcomm Inc. $179.31 $75.06
106.91 SEBL Siebel Systems $42.50 $87.94
-16.19 ORCL Oracle Corp. $29.53 $24.75
98.82 NTAP Network Appliance $42.50 $84.50
14.15 IMNX Immunex Corp. $34.00 $38.81
-76.71 YHOO Yahoo! Inc. $237.50 $55.31
81.77 IDPH IDEC Pharmac. $93.25 $169.50
-23.59 NT Nortel Networks $50.47 $38.56
-33.01 12.99 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-27.66 JDSU JDS Uniphase $94.00 $68.00
-61.84 TTN Titan Corp. $47.00 $17.94
-58.14 QCOM Qualcomm Inc. $179.31 $75.06
-84.59 HLIT Harmonic Inc. $92.47 $14.25
67.16 CYTC Cytyc Corp. $29.69 $49.63
-16.19 ORCL Oracle Corp. $29.53 $24.75
98.82 NTAP Network Appliance $42.50 $84.50
106.91 SEBL Siebel Systems $42.50 $87.94
23.65 IDTI Integrated Device $28.41 $35.13
81.77 IDPH IDEC Pharmac. $93.25 $169.50
-26.94 -26.69 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-6.77 CSCO Cisco Systems $54.03 $50.38
-32.18 WMT Wal-Mart Stores $66.81 $45.31
-12.21 INTC Intel Corp. $43.50 $38.19
-40.88 AOL America Online $83.00 $49.07
-42.67 HD Home Depot $65.19 $37.38
-23.59 NT Nortel Networks $50.47 $38.56
-52.58 DELL Dell Computer $50.88 $24.13
38.38 EMC EMC Corp. $57.00 $78.88
-76.71 YHOO Yahoo! Inc. $237.50 $55.31
-17.74 TXN Texas Instruments $51.44 $42.31
15.41 14.52 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-58.14 QCOM Qualcomm Inc. $179.31 $75.06
-27.66 JDSU JDS Uniphase $94.00 $68.00
106.91 SEBL Siebel Systems $42.50 $87.94
98.82 NTAP Network Appliance $42.50 $84.50
-42.89 CTS CTS Corp. $74.75 $42.69
44.91 CDWC CDW Computer Ctrs $34.52 $50.02
-18.48 TLAB Tellabs Inc. $65.63 $53.50
-15.06 AEOS Amer. Eagle Out. $44.00 $37.38
-16.26 TIF Tiffany & Co. $42.47 $35.56
73.02 KG King Pharmaceuticals $26.37 $45.63
-6.94 SPY S&P500 Trust (Spider) $145.44 $135.34
-25.79 QQQ Nasdaq 100 Index Trust $94.75 $70.31