|
|
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 December 4, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
3.38 -26.01 Keystone 100
3.38 -4.50 Formula 90
-5.69 4.21 Unemotional Growth
-8.32 S&P500 Trust (Spider)
-17.10 -6.47 Relative Strength - 13 Week
-27.32 -22.13 Keystone EPS
-28.44 -21.51 PEG26
-29.40 -30.53 Spark
-30.14 5.43 Relative Strength - 26 Week
-32.46 -30.96 Plowback
-32.78 Nasdaq 100 Index Trust
-34.48 -1.42 Relative Strength - IBD
-34.60 -22.13 Keystone
-46.08 -13.67 PEG13
3.38 -4.50 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-49.81 QCOM Qualcomm Inc. $179.31 $90.00
-37.70 JDSU JDS Uniphase $94.00 $58.56
72.79 SEBL Siebel Systems $42.50 $73.44
-4.55 ORCL Oracle Corp. $29.53 $28.19
36.18 NTAP Network Appliance $42.50 $57.88
26.06 PMCS PMC-Sierra $79.38 $100.06
-49.92 CTS CTS Corp. $74.75 $37.44
3.10 SUNW Sun Microsystems $76.50 $78.88
-36.48 SYMC Symantec Corp. $56.88 $36.13
-4.68 NOK Nokia Corp. ADR $46.75 $44.56
-34.60 -22.13 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-37.70 JDSU JDS Uniphase $94.00 $58.56
-49.81 QCOM Qualcomm Inc. $179.31 $90.00
-4.55 ORCL Oracle Corp. $29.53 $28.19
-84.03 YHOO Yahoo! Inc. $237.50 $37.94
3.10 SUNW Sun Microsystems $76.50 $78.88
39.47 EMC EMC Corp. $57.00 $79.50
4.07 AMGN Amgen $62.40 $64.94
-39.13 AMAT Applied Materials $63.25 $38.50
-15.21 CSCO Cisco Systems $54.03 $45.81
-37.49 HD Home Depot $65.19 $40.75
-27.32 -22.13 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-37.70 JDSU JDS Uniphase $94.00 $58.56
-49.81 QCOM Qualcomm Inc. $179.31 $90.00
-84.03 YHOO Yahoo! Inc. $237.50 $37.94
-4.55 ORCL Oracle Corp. $29.53 $28.19
39.47 EMC EMC Corp. $57.00 $79.50
-39.13 AMAT Applied Materials $63.25 $38.50
3.10 SUNW Sun Microsystems $76.50 $78.88
4.07 AMGN Amgen $62.40 $64.94
-37.49 HD Home Depot $65.19 $40.75
-15.21 CSCO Cisco Systems $54.03 $45.81
3.38 -26.01 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-37.70 JDSU JDS Uniphase $94.00 $58.56
-49.81 QCOM Qualcomm Inc. $179.31 $90.00
-4.55 ORCL Oracle Corp. $29.53 $28.19
36.18 NTAP Network Appliance $42.50 $57.88
72.79 SEBL Siebel Systems $42.50 $73.44
-84.03 YHOO Yahoo! Inc. $237.50 $37.94
-94.06 CMGI CMGI Inc. $163.22 $9.69
-27.80 NT Nortel Networks $50.47 $36.44
-74.18 GTW Gateway Inc. $69.56 $17.96
3.10 SUNW Sun Microsystems $76.50 $78.88
-46.08 -13.67 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-84.03 WAXS World Access $19.38 $3.09
23.82 IRF Int'l Rectifier $25.19 $31.19
-66.22 TTN Titan Corp. $47.00 $15.88
-36.48 SYMC Symantec Corp. $56.88 $36.13
-67.47 MCRS MICROS Systems $64.75 $21.06
21.38 ADCT ADC Telecom. $18.13 $22.00
-4.68 NOK Nokia Corp. ADR $46.75 $44.56
68.39 TECH Techne Corp. $29.06 $48.94
-27.80 NT Nortel Networks $50.47 $36.44
36.39 ABI Applied Biosystems $58.66 $80.00
-28.44 -21.51 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-32.00 CY Cypress Semiconductor $32.81 $22.31
23.82 IRF Int'l Rectifier $25.19 $31.19
-49.92 CTS CTS Corp. $74.75 $37.44
-66.22 TTN Titan Corp. $47.00 $15.88
-17.86 MU Micron Technology $37.97 $31.19
-74.18 GTW Gateway Inc. $69.56 $17.96
-5.69 CHIR Chiron Corp. $45.00 $42.44
-4.68 NOK Nokia Corp. ADR $46.75 $44.56
39.47 EMC EMC Corp. $57.00 $79.50
-27.80 NT Nortel Networks $50.47 $36.44
-32.46 -30.96 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
6.43 VRTS VERITAS Software $94.67 $100.75
-4.55 ORCL Oracle Corp. $29.53 $28.19
-94.06 CMGI CMGI Inc. $163.22 $9.69
-74.18 GTW Gateway Inc. $69.56 $17.96
4.07 AMGN Amgen $62.40 $64.94
-4.68 NOK Nokia Corp. ADR $46.75 $44.56
-63.02 DELL Dell Computer $50.88 $18.81
-24.28 INTC Intel Corp. $43.50 $32.94
-51.58 MSFT Microsoft Corp. $116.56 $56.44
-3.74 CL Colgate-Palmolive $62.25 $59.92
-34.48 -1.42 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-49.81 QCOM Qualcomm Inc. $179.31 $90.00
-66.22 TTN Titan Corp. $47.00 $15.88
-37.70 JDSU JDS Uniphase $94.00 $58.56
-91.48 HLIT Harmonic Inc. $92.47 $7.88
72.79 SEBL Siebel Systems $42.50 $73.44
-4.55 ORCL Oracle Corp. $29.53 $28.19
14.63 IDTI Integrated Device $28.41 $32.56
36.18 NTAP Network Appliance $42.50 $57.88
26.06 PMCS PMC-Sierra $79.38 $100.06
85.92 IDPH IDEC Pharmac. $93.25 $173.38
-17.10 -6.47 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-66.22 TTN Titan Corp. $47.00 $15.88
-37.70 JDSU JDS Uniphase $94.00 $58.56
-49.81 QCOM Qualcomm Inc. $179.31 $90.00
72.79 SEBL Siebel Systems $42.50 $73.44
-4.55 ORCL Oracle Corp. $29.53 $28.19
36.18 NTAP Network Appliance $42.50 $57.88
10.48 IMNX Immunex Corp. $34.00 $37.56
-84.03 YHOO Yahoo! Inc. $237.50 $37.94
85.92 IDPH IDEC Pharmac. $93.25 $173.38
-27.80 NT Nortel Networks $50.47 $36.44
-30.14 5.43 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-37.70 JDSU JDS Uniphase $94.00 $58.56
-66.22 TTN Titan Corp. $47.00 $15.88
-49.81 QCOM Qualcomm Inc. $179.31 $90.00
-91.48 HLIT Harmonic Inc. $92.47 $7.88
94.53 CYTC Cytyc Corp. $29.69 $57.75
-4.55 ORCL Oracle Corp. $29.53 $28.19
36.18 NTAP Network Appliance $42.50 $57.88
72.79 SEBL Siebel Systems $42.50 $73.44
14.63 IDTI Integrated Device $28.41 $32.56
85.92 IDPH IDEC Pharmac. $93.25 $173.38
-29.40 -30.53 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-15.21 CSCO Cisco Systems $54.03 $45.81
-19.46 WMT Wal-Mart Stores $66.81 $53.81
-24.28 INTC Intel Corp. $43.50 $32.94
-50.54 AOL America Online $83.00 $41.05
-37.49 HD Home Depot $65.19 $40.75
-27.80 NT Nortel Networks $50.47 $36.44
-63.02 DELL Dell Computer $50.88 $18.81
39.47 EMC EMC Corp. $57.00 $79.50
-84.03 YHOO Yahoo! Inc. $237.50 $37.94
-22.96 TXN Texas Instruments $51.44 $39.63
-5.69 4.21 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-49.81 QCOM Qualcomm Inc. $179.31 $90.00
-37.70 JDSU JDS Uniphase $94.00 $58.56
72.79 SEBL Siebel Systems $42.50 $73.44
36.18 NTAP Network Appliance $42.50 $57.88
-49.92 CTS CTS Corp. $74.75 $37.44
25.67 CDWC CDW Computer Ctrs $34.52 $43.38
-6.19 TLAB Tellabs Inc. $65.63 $61.56
-8.81 AEOS Amer. Eagle Out. $44.00 $40.13
-22.15 TIF Tiffany & Co. $42.47 $33.06
82.02 KG King Pharmaceuticals $26.37 $48.00
-8.32 SPY S&P500 Trust (Spider) $145.44 $133.34
-32.78 QQQ Nasdaq 100 Index Trust $94.75 $63.69