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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 December 11, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
35.46 16.58 Formula 90
35.46 -10.20 Keystone 100
25.14 18.50 Unemotional Growth
3.28 19.31 Relative Strength - 13 Week
-4.68 S&P500 Trust (Spider)
-12.18 -8.06 PEG26
-15.90 27.48 Relative Strength - IBD
-17.57 -13.68 Keystone EPS
-21.50 Nasdaq 100 Index Trust
-21.59 -21.03 Spark
-22.46 -23.81 Plowback
-25.68 30.03 Relative Strength - 26 Week
-31.38 -13.68 Keystone
-35.29 -2.24 PEG13
35.46 16.58 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-44.51 QCOM Qualcomm Inc. $179.31 $99.50
-23.67 JDSU JDS Uniphase $94.00 $71.75
138.82 SEBL Siebel Systems $42.50 $101.50
8.15 ORCL Oracle Corp. $29.53 $31.94
98.53 NTAP Network Appliance $42.50 $84.38
64.41 PMCS PMC-Sierra $79.38 $130.50
-43.48 CTS CTS Corp. $74.75 $42.25
-11.11 SUNW Sun Microsystems $38.25 $34.00
-29.34 SYMC Symantec Corp. $56.88 $40.19
8.02 NOK Nokia Corp. ADR $46.75 $50.50
-31.38 -13.68 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-23.67 JDSU JDS Uniphase $94.00 $71.75
-44.51 QCOM Qualcomm Inc. $179.31 $99.50
8.15 ORCL Oracle Corp. $29.53 $31.94
-85.74 YHOO Yahoo! Inc. $237.50 $33.88
-11.11 SUNW Sun Microsystems $38.25 $34.00
57.89 EMC EMC Corp. $57.00 $90.00
10.98 AMGN Amgen $62.40 $69.25
-19.47 AMAT Applied Materials $63.25 $50.94
1.45 CSCO Cisco Systems $54.03 $54.81
-30.78 HD Home Depot $65.19 $45.13
-17.57 -13.68 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-23.67 JDSU JDS Uniphase $94.00 $71.75
-44.51 QCOM Qualcomm Inc. $179.31 $99.50
-85.74 YHOO Yahoo! Inc. $237.50 $33.88
8.15 ORCL Oracle Corp. $29.53 $31.94
57.89 EMC EMC Corp. $57.00 $90.00
-19.47 AMAT Applied Materials $63.25 $50.94
-11.11 SUNW Sun Microsystems $38.25 $34.00
10.98 AMGN Amgen $62.40 $69.25
-30.78 HD Home Depot $65.19 $45.13
1.45 CSCO Cisco Systems $54.03 $54.81
35.46 -10.20 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-23.67 JDSU JDS Uniphase $94.00 $71.75
-44.51 QCOM Qualcomm Inc. $179.31 $99.50
8.15 ORCL Oracle Corp. $29.53 $31.94
98.53 NTAP Network Appliance $42.50 $84.38
138.82 SEBL Siebel Systems $42.50 $101.50
-85.74 YHOO Yahoo! Inc. $237.50 $33.88
-92.88 CMGI CMGI Inc. $163.22 $11.63
-14.80 NT Nortel Networks $50.47 $43.00
-74.81 GTW Gateway Inc. $69.56 $17.52
-11.11 SUNW Sun Microsystems $38.25 $34.00
-35.29 -2.24 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-81.29 WAXS World Access $19.38 $3.63
61.04 IRF Int'l Rectifier $25.19 $40.56
-62.37 TTN Titan Corp. $47.00 $17.69
-29.34 SYMC Symantec Corp. $56.88 $40.19
-64.48 MCRS MICROS Systems $64.75 $23.00
45.86 ADCT ADC Telecom. $18.13 $26.44
8.02 NOK Nokia Corp. ADR $46.75 $50.50
44.09 TECH Techne Corp. $29.06 $41.88
-14.80 NT Nortel Networks $50.47 $43.00
70.91 ABI Applied Biosystems $58.66 $100.25
-12.18 -8.06 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-14.86 CY Cypress Semiconductor $32.81 $27.94
61.04 IRF Int'l Rectifier $25.19 $40.56
-43.48 CTS CTS Corp. $74.75 $42.25
-62.37 TTN Titan Corp. $47.00 $17.69
-1.23 MU Micron Technology $37.97 $37.50
-74.81 GTW Gateway Inc. $69.56 $17.52
4.03 CHIR Chiron Corp. $45.00 $46.81
8.02 NOK Nokia Corp. ADR $46.75 $50.50
57.89 EMC EMC Corp. $57.00 $90.00
-14.80 NT Nortel Networks $50.47 $43.00
-22.46 -23.81 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
36.27 VRTS VERITAS Software $94.67 $129.00
8.15 ORCL Oracle Corp. $29.53 $31.94
-92.88 CMGI CMGI Inc. $163.22 $11.63
-74.81 GTW Gateway Inc. $69.56 $17.52
10.98 AMGN Amgen $62.40 $69.25
8.02 NOK Nokia Corp. ADR $46.75 $50.50
-60.57 DELL Dell Computer $50.88 $20.06
-13.94 INTC Intel Corp. $43.50 $37.44
-50.19 MSFT Microsoft Corp. $116.56 $58.06
-9.16 CL Colgate-Palmolive $62.25 $56.55
-15.90 27.48 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-44.51 QCOM Qualcomm Inc. $179.31 $99.50
-62.37 TTN Titan Corp. $47.00 $17.69
-23.67 JDSU JDS Uniphase $94.00 $71.75
-87.77 HLIT Harmonic Inc. $92.47 $11.31
138.82 SEBL Siebel Systems $42.50 $101.50
8.15 ORCL Oracle Corp. $29.53 $31.94
49.40 IDTI Integrated Device $28.41 $42.44
98.53 NTAP Network Appliance $42.50 $84.38
64.41 PMCS PMC-Sierra $79.38 $130.50
133.78 IDPH IDEC Pharmac. $93.25 $218.00
3.28 19.31 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-62.37 TTN Titan Corp. $47.00 $17.69
-23.67 JDSU JDS Uniphase $94.00 $71.75
-44.51 QCOM Qualcomm Inc. $179.31 $99.50
138.82 SEBL Siebel Systems $42.50 $101.50
8.15 ORCL Oracle Corp. $29.53 $31.94
98.53 NTAP Network Appliance $42.50 $84.38
44.85 IMNX Immunex Corp. $34.00 $49.25
-85.74 YHOO Yahoo! Inc. $237.50 $33.88
133.78 IDPH IDEC Pharmac. $93.25 $218.00
-14.80 NT Nortel Networks $50.47 $43.00
-25.68 30.03 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-23.67 JDSU JDS Uniphase $94.00 $71.75
-62.37 TTN Titan Corp. $47.00 $17.69
-44.51 QCOM Qualcomm Inc. $179.31 $99.50
-87.77 HLIT Harmonic Inc. $92.47 $11.31
89.89 CYTC Cytyc Corp. $29.69 $56.38
8.15 ORCL Oracle Corp. $29.53 $31.94
98.53 NTAP Network Appliance $42.50 $84.38
138.82 SEBL Siebel Systems $42.50 $101.50
49.40 IDTI Integrated Device $28.41 $42.44
133.78 IDPH IDEC Pharmac. $93.25 $218.00
-21.59 -21.03 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1.45 CSCO Cisco Systems $54.03 $54.81
-23.11 WMT Wal-Mart Stores $66.81 $51.38
-13.94 INTC Intel Corp. $43.50 $37.44
-41.58 AOL America Online $83.00 $48.49
-30.78 HD Home Depot $65.19 $45.13
-14.80 NT Nortel Networks $50.47 $43.00
-60.57 DELL Dell Computer $50.88 $20.06
57.89 EMC EMC Corp. $57.00 $90.00
-85.74 YHOO Yahoo! Inc. $237.50 $33.88
0.85 TXN Texas Instruments $51.44 $51.88
25.14 18.50 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-44.51 QCOM Qualcomm Inc. $179.31 $99.50
-23.67 JDSU JDS Uniphase $94.00 $71.75
138.82 SEBL Siebel Systems $42.50 $101.50
98.53 NTAP Network Appliance $42.50 $84.38
-43.48 CTS CTS Corp. $74.75 $42.25
-12.90 CDWC CDW Computer Ctrs $34.52 $30.06
-3.71 TLAB Tellabs Inc. $65.63 $63.19
-8.38 AEOS Amer. Eagle Out. $44.00 $40.31
-20.24 TIF Tiffany & Co. $42.47 $33.88
104.54 KG King Pharmaceuticals $26.37 $53.94
-4.68 SPY S&P500 Trust (Spider) $145.44 $138.63
-21.50 QQQ Nasdaq 100 Index Trust $94.75 $74.38