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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 18, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
11.59 -3.98 Formula 90
11.59 -25.23 Keystone 100
-0.87 -0.17 Unemotional Growth
-8.75 S&P500 Trust (Spider)
-12.36 5.58 Relative Strength - 13 Week
-24.92 -21.51 PEG26
-26.58 17.04 Relative Strength - 26 Week
-29.97 -31.78 Spark
-30.42 -26.51 Keystone EPS
-31.93 8.07 Relative Strength - IBD
-32.10 -31.23 Plowback
-32.45 Nasdaq 100 Index Trust
-38.58 -26.51 Keystone
-45.07 -18.22 PEG13
11.59 -3.98 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-52.35 QCOM Qualcomm Inc. $179.31 $85.44
-37.03 JDSU JDS Uniphase $94.00 $59.19
84.41 SEBL Siebel Systems $42.50 $78.38
8.36 ORCL Oracle Corp. $29.53 $32.00
54.56 NTAP Network Appliance $42.50 $65.69
21.50 PMCS PMC-Sierra $79.38 $96.44
-53.93 CTS CTS Corp. $74.75 $34.44
-25.33 SUNW Sun Microsystems $38.25 $28.56
-37.34 SYMC Symantec Corp. $56.88 $35.64
-2.67 NOK Nokia Corp. ADR $46.75 $45.50
-38.58 -26.51 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-37.03 JDSU JDS Uniphase $94.00 $59.19
-52.35 QCOM Qualcomm Inc. $179.31 $85.44
8.36 ORCL Oracle Corp. $29.53 $32.00
-86.53 YHOO Yahoo! Inc. $237.50 $32.00
-25.33 SUNW Sun Microsystems $38.25 $28.56
15.46 EMC EMC Corp. $57.00 $65.81
2.27 AMGN Amgen $62.40 $63.81
-37.15 AMAT Applied Materials $63.25 $39.75
-20.53 CSCO Cisco Systems $54.03 $42.94
-32.31 HD Home Depot $65.19 $44.13
-30.42 -26.51 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-37.03 JDSU JDS Uniphase $94.00 $59.19
-52.35 QCOM Qualcomm Inc. $179.31 $85.44
-86.53 YHOO Yahoo! Inc. $237.50 $32.00
8.36 ORCL Oracle Corp. $29.53 $32.00
15.46 EMC EMC Corp. $57.00 $65.81
-37.15 AMAT Applied Materials $63.25 $39.75
-25.33 SUNW Sun Microsystems $38.25 $28.56
2.27 AMGN Amgen $62.40 $63.81
-32.31 HD Home Depot $65.19 $44.13
-20.53 CSCO Cisco Systems $54.03 $42.94
11.59 -25.23 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-37.03 JDSU JDS Uniphase $94.00 $59.19
-52.35 QCOM Qualcomm Inc. $179.31 $85.44
8.36 ORCL Oracle Corp. $29.53 $32.00
54.56 NTAP Network Appliance $42.50 $65.69
84.41 SEBL Siebel Systems $42.50 $78.38
-86.53 YHOO Yahoo! Inc. $237.50 $32.00
-95.39 CMGI CMGI Inc. $163.22 $7.53
-28.05 NT Nortel Networks $50.47 $36.31
-74.99 GTW Gateway Inc. $69.56 $17.40
-25.33 SUNW Sun Microsystems $38.25 $28.56
-45.07 -18.22 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-85.97 WAXS World Access $19.38 $2.72
33.75 IRF Int'l Rectifier $25.19 $33.69
-65.16 TTN Titan Corp. $47.00 $16.38
-37.34 SYMC Symantec Corp. $56.88 $35.64
-70.66 MCRS MICROS Systems $64.75 $19.00
6.90 ADCT ADC Telecom. $18.13 $19.38
-2.67 NOK Nokia Corp. ADR $46.75 $45.50
12.26 TECH Techne Corp. $29.06 $32.63
-28.05 NT Nortel Networks $50.47 $36.31
54.71 ABI Applied Biosystems $58.66 $90.75
-24.92 -21.51 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-34.10 CY Cypress Semiconductor $32.81 $21.63
33.75 IRF Int'l Rectifier $25.19 $33.69
-53.93 CTS CTS Corp. $74.75 $34.44
-65.16 TTN Titan Corp. $47.00 $16.38
-5.19 MU Micron Technology $37.97 $36.00
-74.99 GTW Gateway Inc. $69.56 $17.40
-0.28 CHIR Chiron Corp. $45.00 $44.88
-2.67 NOK Nokia Corp. ADR $46.75 $45.50
15.46 EMC EMC Corp. $57.00 $65.81
-28.05 NT Nortel Networks $50.47 $36.31
-32.10 -31.23 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-0.77 VRTS VERITAS Software $94.67 $93.94
8.36 ORCL Oracle Corp. $29.53 $32.00
-95.39 CMGI CMGI Inc. $163.22 $7.53
-74.99 GTW Gateway Inc. $69.56 $17.40
2.27 AMGN Amgen $62.40 $63.81
-2.67 NOK Nokia Corp. ADR $46.75 $45.50
-61.67 DELL Dell Computer $50.88 $19.50
-23.56 INTC Intel Corp. $43.50 $33.25
-58.98 MSFT Microsoft Corp. $116.56 $47.81
-4.85 CL Colgate-Palmolive $62.25 $59.23
-31.93 8.07 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-52.35 QCOM Qualcomm Inc. $179.31 $85.44
-65.16 TTN Titan Corp. $47.00 $16.38
-37.03 JDSU JDS Uniphase $94.00 $59.19
-89.52 HLIT Harmonic Inc. $92.47 $9.69
84.41 SEBL Siebel Systems $42.50 $78.38
8.36 ORCL Oracle Corp. $29.53 $32.00
14.41 IDTI Integrated Device $28.41 $32.50
54.56 NTAP Network Appliance $42.50 $65.69
21.50 PMCS PMC-Sierra $79.38 $96.44
141.55 IDPH IDEC Pharmac. $93.25 $225.25
-12.36 5.58 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-65.16 TTN Titan Corp. $47.00 $16.38
-37.03 JDSU JDS Uniphase $94.00 $59.19
-52.35 QCOM Qualcomm Inc. $179.31 $85.44
84.41 SEBL Siebel Systems $42.50 $78.38
8.36 ORCL Oracle Corp. $29.53 $32.00
54.56 NTAP Network Appliance $42.50 $65.69
36.03 IMNX Immunex Corp. $34.00 $46.25
-86.53 YHOO Yahoo! Inc. $237.50 $32.00
141.55 IDPH IDEC Pharmac. $93.25 $225.25
-28.05 NT Nortel Networks $50.47 $36.31
-26.58 17.04 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-37.03 JDSU JDS Uniphase $94.00 $59.19
-65.16 TTN Titan Corp. $47.00 $16.38
-52.35 QCOM Qualcomm Inc. $179.31 $85.44
-89.52 HLIT Harmonic Inc. $92.47 $9.69
111.16 CYTC Cytyc Corp. $29.69 $62.69
8.36 ORCL Oracle Corp. $29.53 $32.00
54.56 NTAP Network Appliance $42.50 $65.69
84.41 SEBL Siebel Systems $42.50 $78.38
14.41 IDTI Integrated Device $28.41 $32.50
141.55 IDPH IDEC Pharmac. $93.25 $225.25
-29.97 -31.78 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-20.53 CSCO Cisco Systems $54.03 $42.94
-24.32 WMT Wal-Mart Stores $66.81 $50.56
-23.56 INTC Intel Corp. $43.50 $33.25
-49.11 AOL America Online $83.00 $42.24
-32.31 HD Home Depot $65.19 $44.13
-28.05 NT Nortel Networks $50.47 $36.31
-61.67 DELL Dell Computer $50.88 $19.50
15.46 EMC EMC Corp. $57.00 $65.81
-86.53 YHOO Yahoo! Inc. $237.50 $32.00
-7.17 TXN Texas Instruments $51.44 $47.75
-0.87 -0.17 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-52.35 QCOM Qualcomm Inc. $179.31 $85.44
-37.03 JDSU JDS Uniphase $94.00 $59.19
84.41 SEBL Siebel Systems $42.50 $78.38
54.56 NTAP Network Appliance $42.50 $65.69
-53.93 CTS CTS Corp. $74.75 $34.44
-25.76 CDWC CDW Computer Ctrs $34.52 $25.63
-1.52 TLAB Tellabs Inc. $65.63 $64.63
-21.88 AEOS Amer. Eagle Out. $44.00 $34.38
-27.89 TIF Tiffany & Co. $42.47 $30.63
79.65 KG King Pharmaceuticals $26.37 $47.38
-8.75 SPY S&P500 Trust (Spider) $145.44 $132.72
-32.45 QQQ Nasdaq 100 Index Trust $94.75 $64.00