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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 27, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
4.19 -2.03 Formula 90
4.19 -21.57 Keystone 100
-0.16 10.01 Unemotional Growth
-6.60 S&P500 Trust (Spider)
-13.42 -1.93 Relative Strength - 13 Week
-16.45 -12.24 PEG26
-23.58 -24.14 Spark
-26.55 Nasdaq 100 Index Trust
-26.94 5.71 Relative Strength - IBD
-27.49 12.37 Relative Strength - 26 Week
-28.22 -19.41 Keystone EPS
-29.74 -25.41 Plowback
-34.72 -19.41 Keystone
-40.36 -9.50 PEG13
4.19 -2.03 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-50.12 QCOM Qualcomm Inc. $179.31 $89.44
-33.98 JDSU JDS Uniphase $94.00 $62.06
98.68 SEBL Siebel Systems $42.50 $84.44
-21.69 ORCL Oracle Corp. $29.53 $23.13
28.09 NTAP Network Appliance $42.50 $54.44
29.37 PMCS PMC-Sierra $79.38 $102.69
-43.48 CTS CTS Corp. $74.75 $42.25
15.28 SUNW Sun Microsystems $76.50 $88.19
-35.93 SYMC Symantec Corp. $56.88 $36.44
-6.55 NOK Nokia Corp. ADR $46.75 $43.69
-34.72 -19.41 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-33.98 JDSU JDS Uniphase $94.00 $62.06
-50.12 QCOM Qualcomm Inc. $179.31 $89.44
-21.69 ORCL Oracle Corp. $29.53 $23.13
-83.11 YHOO Yahoo! Inc. $237.50 $40.13
15.28 SUNW Sun Microsystems $76.50 $88.19
47.81 EMC EMC Corp. $57.00 $84.25
7.68 AMGN Amgen $62.40 $67.19
-30.24 AMAT Applied Materials $63.25 $44.13
-5.15 CSCO Cisco Systems $54.03 $51.25
-40.56 HD Home Depot $65.19 $38.75
-28.22 -19.41 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-33.98 JDSU JDS Uniphase $94.00 $62.06
-50.12 QCOM Qualcomm Inc. $179.31 $89.44
-83.11 YHOO Yahoo! Inc. $237.50 $40.13
-21.69 ORCL Oracle Corp. $29.53 $23.13
47.81 EMC EMC Corp. $57.00 $84.25
-30.24 AMAT Applied Materials $63.25 $44.13
15.28 SUNW Sun Microsystems $76.50 $88.19
7.68 AMGN Amgen $62.40 $67.19
-40.56 HD Home Depot $65.19 $38.75
-5.15 CSCO Cisco Systems $54.03 $51.25
4.19 -21.57 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-33.98 JDSU JDS Uniphase $94.00 $62.06
-50.12 QCOM Qualcomm Inc. $179.31 $89.44
-21.69 ORCL Oracle Corp. $29.53 $23.13
28.09 NTAP Network Appliance $42.50 $54.44
98.68 SEBL Siebel Systems $42.50 $84.44
-83.11 YHOO Yahoo! Inc. $237.50 $40.13
-92.88 CMGI CMGI Inc. $163.22 $11.63
-22.23 NT Nortel Networks $50.47 $39.25
-53.78 GTW Gateway Inc. $69.56 $32.15
15.28 SUNW Sun Microsystems $76.50 $88.19
-40.36 -9.50 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-80.97 WAXS World Access $19.38 $3.69
41.69 IRF Int'l Rectifier $25.19 $35.69
-59.97 TTN Titan Corp. $47.00 $18.81
-35.93 SYMC Symantec Corp. $56.88 $36.44
-66.60 MCRS MICROS Systems $64.75 $21.63
3.79 ADCT ADC Telecom. $18.13 $18.81
-6.55 NOK Nokia Corp. ADR $46.75 $43.69
71.72 TECH Techne Corp. $58.13 $99.81
-22.23 NT Nortel Networks $50.47 $39.25
60.04 PEB PE Biosystems Group $58.66 $93.88
-16.45 -12.24 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-18.29 CY Cypress Semiconductor $32.81 $26.81
41.69 IRF Int'l Rectifier $25.19 $35.69
-43.48 CTS CTS Corp. $74.75 $42.25
-59.97 TTN Titan Corp. $47.00 $18.81
-2.22 MU Micron Technology $37.97 $37.13
-53.78 GTW Gateway Inc. $69.56 $32.15
-5.42 CHIR Chiron Corp. $45.00 $42.56
-6.55 NOK Nokia Corp. ADR $46.75 $43.69
47.81 EMC EMC Corp. $57.00 $84.25
-22.23 NT Nortel Networks $50.47 $39.25
-29.74 -25.41 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
11.97 VRTS VERITAS Software $94.67 $106.00
-21.69 ORCL Oracle Corp. $29.53 $23.13
-92.88 CMGI CMGI Inc. $163.22 $11.63
-53.78 GTW Gateway Inc. $69.56 $32.15
7.68 AMGN Amgen $62.40 $67.19
-6.55 NOK Nokia Corp. ADR $46.75 $43.69
-51.97 DELL Dell Computer $50.88 $24.44
1.01 INTC Intel Corp. $43.50 $43.94
-39.36 MSFT Microsoft Corp. $116.56 $70.69
-8.50 CL Colgate-Palmolive $62.25 $56.96
-26.94 5.71 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-50.12 QCOM Qualcomm Inc. $179.31 $89.44
-59.97 TTN Titan Corp. $47.00 $18.81
-33.98 JDSU JDS Uniphase $94.00 $62.06
-89.32 HLIT Harmonic Inc. $92.47 $9.88
98.68 SEBL Siebel Systems $42.50 $84.44
-21.69 ORCL Oracle Corp. $29.53 $23.13
47.42 IDTI Integrated Device $28.41 $41.88
28.09 NTAP Network Appliance $42.50 $54.44
29.37 PMCS PMC-Sierra $79.38 $102.69
108.65 IDPH IDEC Pharmac. $93.25 $194.56
-13.42 -1.93 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-59.97 TTN Titan Corp. $47.00 $18.81
-33.98 JDSU JDS Uniphase $94.00 $62.06
-50.12 QCOM Qualcomm Inc. $179.31 $89.44
98.68 SEBL Siebel Systems $42.50 $84.44
-21.69 ORCL Oracle Corp. $29.53 $23.13
28.09 NTAP Network Appliance $42.50 $54.44
16.36 IMNX Immunex Corp. $34.00 $39.56
-83.11 YHOO Yahoo! Inc. $237.50 $40.13
108.65 IDPH IDEC Pharmac. $93.25 $194.56
-22.23 NT Nortel Networks $50.47 $39.25
-27.49 12.37 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-33.98 JDSU JDS Uniphase $94.00 $62.06
-59.97 TTN Titan Corp. $47.00 $18.81
-50.12 QCOM Qualcomm Inc. $179.31 $89.44
-89.32 HLIT Harmonic Inc. $92.47 $9.88
95.95 CYTC Cytyc Corp. $29.69 $58.17
-21.69 ORCL Oracle Corp. $29.53 $23.13
28.09 NTAP Network Appliance $42.50 $54.44
98.68 SEBL Siebel Systems $42.50 $84.44
47.42 IDTI Integrated Device $28.41 $41.88
108.65 IDPH IDEC Pharmac. $93.25 $194.56
-23.58 -24.14 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-5.15 CSCO Cisco Systems $54.03 $51.25
-26.19 WMT Wal-Mart Stores $66.81 $49.31
1.01 INTC Intel Corp. $43.50 $43.94
-47.02 AOL America Online $83.00 $43.97
-40.56 HD Home Depot $65.19 $38.75
-22.23 NT Nortel Networks $50.47 $39.25
-51.97 DELL Dell Computer $50.88 $24.44
47.81 EMC EMC Corp. $57.00 $84.25
-83.11 YHOO Yahoo! Inc. $237.50 $40.13
-13.97 TXN Texas Instruments $51.44 $44.25
-0.16 10.01 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-50.12 QCOM Qualcomm Inc. $179.31 $89.44
-33.98 JDSU JDS Uniphase $94.00 $62.06
98.68 SEBL Siebel Systems $42.50 $84.44
28.09 NTAP Network Appliance $42.50 $54.44
-43.48 CTS CTS Corp. $74.75 $42.25
44.68 CDWC CDW Computer Ctrs $34.52 $49.94
-17.05 TLAB Tellabs Inc. $65.63 $54.44
-1.14 AEOS Amer. Eagle Out. $44.00 $43.50
-11.41 TIF Tiffany & Co. $42.47 $37.63
85.81 KG King Pharmaceuticals $26.37 $49.00
-6.60 SPY S&P500 Trust (Spider) $145.44 $135.84
-26.55 QQQ Nasdaq 100 Index Trust $94.75 $69.59