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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 20, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
12.29 1.89 Formula 90
12.29 -18.20 Keystone 100
7.17 10.01 Unemotional Growth
-7.61 S&P500 Trust (Spider)
-10.95 -3.73 Relative Strength - 13 Week
-13.18 -13.42 PEG26
-24.52 -26.31 Spark
-25.25 8.15 Relative Strength - IBD
-26.65 Nasdaq 100 Index Trust
-27.77 -21.11 Keystone EPS
-28.38 -26.34 Plowback
-30.80 11.30 Relative Strength - 26 Week
-34.61 -21.11 Keystone
-39.17 -11.65 PEG13
12.29 1.89 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-52.81 QCOM Qualcomm Inc. $179.31 $84.63
-31.32 JDSU JDS Uniphase $94.00 $64.56
103.53 SEBL Siebel Systems $42.50 $86.50
-16.19 ORCL Oracle Corp. $29.53 $24.75
58.24 NTAP Network Appliance $42.50 $67.25
44.25 PMCS PMC-Sierra $79.38 $114.50
-41.81 CTS CTS Corp. $74.75 $43.50
6.70 SUNW Sun Microsystems $76.50 $81.63
-35.93 SYMC Symantec Corp. $56.88 $36.44
-15.78 NOK Nokia Corp. ADR $46.75 $39.38
-34.61 -21.11 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-31.32 JDSU JDS Uniphase $94.00 $64.56
-52.81 QCOM Qualcomm Inc. $179.31 $84.63
-16.19 ORCL Oracle Corp. $29.53 $24.75
-79.42 YHOO Yahoo! Inc. $237.50 $48.88
6.70 SUNW Sun Microsystems $76.50 $81.63
40.90 EMC EMC Corp. $57.00 $80.31
1.57 AMGN Amgen $62.40 $63.38
-34.98 AMAT Applied Materials $63.25 $41.13
-5.15 CSCO Cisco Systems $54.03 $51.25
-40.36 HD Home Depot $65.19 $38.88
-27.77 -21.11 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-31.32 JDSU JDS Uniphase $94.00 $64.56
-52.81 QCOM Qualcomm Inc. $179.31 $84.63
-79.42 YHOO Yahoo! Inc. $237.50 $48.88
-16.19 ORCL Oracle Corp. $29.53 $24.75
40.90 EMC EMC Corp. $57.00 $80.31
-34.98 AMAT Applied Materials $63.25 $41.13
6.70 SUNW Sun Microsystems $76.50 $81.63
1.57 AMGN Amgen $62.40 $63.38
-40.36 HD Home Depot $65.19 $38.88
-5.15 CSCO Cisco Systems $54.03 $51.25
12.29 -18.20 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-31.32 JDSU JDS Uniphase $94.00 $64.56
-52.81 QCOM Qualcomm Inc. $179.31 $84.63
-16.19 ORCL Oracle Corp. $29.53 $24.75
58.24 NTAP Network Appliance $42.50 $67.25
103.53 SEBL Siebel Systems $42.50 $86.50
-79.42 YHOO Yahoo! Inc. $237.50 $48.88
-92.61 CMGI CMGI Inc. $163.22 $12.06
-30.15 NT Nortel Networks $50.47 $35.25
-47.96 GTW Gateway Inc. $69.56 $36.20
6.70 SUNW Sun Microsystems $76.50 $81.63
-39.17 -11.65 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-80.48 WAXS World Access $19.38 $3.78
47.64 IRF Int'l Rectifier $25.19 $37.19
-57.98 TTN Titan Corp. $47.00 $19.75
-35.93 SYMC Symantec Corp. $56.88 $36.44
-69.11 MCRS MICROS Systems $64.75 $20.00
15.86 ADCT ADC Telecom. $18.13 $21.00
-15.78 NOK Nokia Corp. ADR $46.75 $39.38
57.85 TECH Techne Corp. $58.13 $91.75
-30.15 NT Nortel Networks $50.47 $35.25
51.62 PEB PE Biosystems Group $58.66 $88.94
-13.18 -13.42 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-7.24 CY Cypress Semiconductor $32.81 $30.44
47.64 IRF Int'l Rectifier $25.19 $37.19
-41.81 CTS CTS Corp. $74.75 $43.50
-57.98 TTN Titan Corp. $47.00 $19.75
-6.50 MU Micron Technology $37.97 $35.50
-47.96 GTW Gateway Inc. $69.56 $36.20
-15.28 CHIR Chiron Corp. $45.00 $38.13
-15.78 NOK Nokia Corp. ADR $46.75 $39.38
40.90 EMC EMC Corp. $57.00 $80.31
-30.15 NT Nortel Networks $50.47 $35.25
-28.38 -26.34 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
13.29 VRTS VERITAS Software $94.67 $107.25
-16.19 ORCL Oracle Corp. $29.53 $24.75
-92.61 CMGI CMGI Inc. $163.22 $12.06
-47.96 GTW Gateway Inc. $69.56 $36.20
1.57 AMGN Amgen $62.40 $63.38
-15.78 NOK Nokia Corp. ADR $46.75 $39.38
-54.05 DELL Dell Computer $50.88 $23.38
-5.46 INTC Intel Corp. $43.50 $41.13
-42.36 MSFT Microsoft Corp. $116.56 $67.19
-3.81 CL Colgate-Palmolive $62.25 $59.88
-25.25 8.15 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-52.81 QCOM Qualcomm Inc. $179.31 $84.63
-57.98 TTN Titan Corp. $47.00 $19.75
-31.32 JDSU JDS Uniphase $94.00 $64.56
-87.70 HLIT Harmonic Inc. $92.47 $11.38
103.53 SEBL Siebel Systems $42.50 $86.50
-16.19 ORCL Oracle Corp. $29.53 $24.75
57.98 IDTI Integrated Device $28.41 $44.88
58.24 NTAP Network Appliance $42.50 $67.25
44.25 PMCS PMC-Sierra $79.38 $114.50
63.47 IDPH IDEC Pharmac. $93.25 $152.44
-10.95 -3.73 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-57.98 TTN Titan Corp. $47.00 $19.75
-31.32 JDSU JDS Uniphase $94.00 $64.56
-52.81 QCOM Qualcomm Inc. $179.31 $84.63
103.53 SEBL Siebel Systems $42.50 $86.50
-16.19 ORCL Oracle Corp. $29.53 $24.75
58.24 NTAP Network Appliance $42.50 $67.25
5.33 IMNX Immunex Corp. $34.00 $35.81
-79.42 YHOO Yahoo! Inc. $237.50 $48.88
63.47 IDPH IDEC Pharmac. $93.25 $152.44
-30.15 NT Nortel Networks $50.47 $35.25
-30.80 11.30 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-31.32 JDSU JDS Uniphase $94.00 $64.56
-57.98 TTN Titan Corp. $47.00 $19.75
-52.81 QCOM Qualcomm Inc. $179.31 $84.63
-87.70 HLIT Harmonic Inc. $92.47 $11.38
75.79 CYTC Cytyc Corp. $29.69 $52.19
-16.19 ORCL Oracle Corp. $29.53 $24.75
58.24 NTAP Network Appliance $42.50 $67.25
103.53 SEBL Siebel Systems $42.50 $86.50
57.98 IDTI Integrated Device $28.41 $44.88
63.47 IDPH IDEC Pharmac. $93.25 $152.44
-24.52 -26.31 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-5.15 CSCO Cisco Systems $54.03 $51.25
-28.34 WMT Wal-Mart Stores $66.81 $47.88
-5.46 INTC Intel Corp. $43.50 $41.13
-43.27 AOL America Online $83.00 $47.09
-40.36 HD Home Depot $65.19 $38.88
-30.15 NT Nortel Networks $50.47 $35.25
-54.05 DELL Dell Computer $50.88 $23.38
40.90 EMC EMC Corp. $57.00 $80.31
-79.42 YHOO Yahoo! Inc. $237.50 $48.88
-17.74 TXN Texas Instruments $51.44 $42.31
7.17 10.01 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-52.81 QCOM Qualcomm Inc. $179.31 $84.63
-31.32 JDSU JDS Uniphase $94.00 $64.56
103.53 SEBL Siebel Systems $42.50 $86.50
58.24 NTAP Network Appliance $42.50 $67.25
-41.81 CTS CTS Corp. $74.75 $43.50
27.48 CDWC CDW Computer Ctrs $34.52 $44.00
-13.05 TLAB Tellabs Inc. $65.63 $57.06
-9.09 AEOS Amer. Eagle Out. $44.00 $40.00
-14.79 TIF Tiffany & Co. $42.47 $36.19
73.73 KG King Pharmaceuticals $26.37 $45.81
-7.61 SPY S&P500 Trust (Spider) $145.44 $134.38
-26.65 QQQ Nasdaq 100 Index Trust $94.75 $69.50