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 26, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
4.47 -29.38 Keystone 100
4.47 -10.97 Formula 90
-7.60 -4.07 Unemotional Growth
-9.25 S&P500 Trust (Spider)
-21.33 -2.68 Relative Strength - 13 Week
-30.06 -25.03 PEG26
-31.25 -31.26 Plowback
-31.84 10.82 Relative Strength - 26 Week
-32.89 -34.97 Spark
-35.20 -29.00 Keystone EPS
-36.23 Nasdaq 100 Index Trust
-40.90 -0.91 Relative Strength - IBD
-42.31 -29.00 Keystone
-50.90 -22.93 PEG13
4.47 -10.97 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-53.26 QCOM Qualcomm Inc. $179.31 $83.81
-55.45 JDSU JDS Uniphase $94.00 $41.88
66.47 SEBL Siebel Systems $42.50 $70.75
4.76 ORCL Oracle Corp. $29.53 $30.94
59.85 NTAP Network Appliance $42.50 $67.94
-5.51 PMCS PMC-Sierra $79.38 $75.00
-55.60 CTS CTS Corp. $74.75 $33.19
-20.75 SUNW Sun Microsystems $38.25 $30.31
-43.52 SYMC Symantec Corp. $56.88 $32.13
-6.68 NOK Nokia Corp. ADR $46.75 $43.63
-42.31 -29.00 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-55.45 JDSU JDS Uniphase $94.00 $41.88
-53.26 QCOM Qualcomm Inc. $179.31 $83.81
4.76 ORCL Oracle Corp. $29.53 $30.94
-86.87 YHOO Yahoo! Inc. $237.50 $31.19
-20.75 SUNW Sun Microsystems $38.25 $30.31
14.80 EMC EMC Corp. $57.00 $65.44
8.58 AMGN Amgen $62.40 $67.75
-39.62 AMAT Applied Materials $63.25 $38.19
-24.58 CSCO Cisco Systems $54.03 $40.75
-37.58 HD Home Depot $65.19 $40.69
-35.20 -29.00 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-55.45 JDSU JDS Uniphase $94.00 $41.88
-53.26 QCOM Qualcomm Inc. $179.31 $83.81
-86.87 YHOO Yahoo! Inc. $237.50 $31.19
4.76 ORCL Oracle Corp. $29.53 $30.94
14.80 EMC EMC Corp. $57.00 $65.44
-39.62 AMAT Applied Materials $63.25 $38.19
-20.75 SUNW Sun Microsystems $38.25 $30.31
8.58 AMGN Amgen $62.40 $67.75
-37.58 HD Home Depot $65.19 $40.69
-24.58 CSCO Cisco Systems $54.03 $40.75
4.47 -29.38 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-55.45 JDSU JDS Uniphase $94.00 $41.88
-53.26 QCOM Qualcomm Inc. $179.31 $83.81
4.76 ORCL Oracle Corp. $29.53 $30.94
59.85 NTAP Network Appliance $42.50 $67.94
66.47 SEBL Siebel Systems $42.50 $70.75
-86.87 YHOO Yahoo! Inc. $237.50 $31.19
-96.09 CMGI CMGI Inc. $163.22 $6.38
-38.33 NT Nortel Networks $50.47 $31.13
-74.10 GTW Gateway Inc. $69.56 $18.02
-20.75 SUNW Sun Microsystems $38.25 $30.31
-50.90 -22.93 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-85.81 WAXS World Access $19.38 $2.75
18.11 IRF Int'l Rectifier $25.19 $29.75
-69.15 TTN Titan Corp. $47.00 $14.50
-43.52 SYMC Symantec Corp. $56.88 $32.13
-74.13 MCRS MICROS Systems $64.75 $16.75
-1.03 ADCT ADC Telecom. $18.13 $17.94
-6.68 NOK Nokia Corp. ADR $46.75 $43.63
21.24 TECH Techne Corp. $29.06 $35.23
-38.33 NT Nortel Networks $50.47 $31.13
50.03 ABI Applied Biosystems $58.66 $88.00
-30.06 -25.03 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-38.48 CY Cypress Semiconductor $32.81 $20.19
18.11 IRF Int'l Rectifier $25.19 $29.75
-55.60 CTS CTS Corp. $74.75 $33.19
-69.15 TTN Titan Corp. $47.00 $14.50
-5.19 MU Micron Technology $37.97 $36.00
-74.10 GTW Gateway Inc. $69.56 $18.02
4.31 CHIR Chiron Corp. $45.00 $46.94
-6.68 NOK Nokia Corp. ADR $46.75 $43.63
14.80 EMC EMC Corp. $57.00 $65.44
-38.33 NT Nortel Networks $50.47 $31.13
-31.25 -31.26 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
0.62 VRTS VERITAS Software $94.67 $95.25
4.76 ORCL Oracle Corp. $29.53 $30.94
-96.09 CMGI CMGI Inc. $163.22 $6.38
-74.10 GTW Gateway Inc. $69.56 $18.02
8.58 AMGN Amgen $62.40 $67.75
-6.68 NOK Nokia Corp. ADR $46.75 $43.63
-65.60 DELL Dell Computer $50.88 $17.50
-24.43 INTC Intel Corp. $43.50 $32.88
-59.79 MSFT Microsoft Corp. $116.56 $46.88
0.18 CL Colgate-Palmolive $62.25 $62.36
-40.90 -0.91 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-53.26 QCOM Qualcomm Inc. $179.31 $83.81
-69.15 TTN Titan Corp. $47.00 $14.50
-55.45 JDSU JDS Uniphase $94.00 $41.88
-93.11 HLIT Harmonic Inc. $92.47 $6.38
66.47 SEBL Siebel Systems $42.50 $70.75
4.76 ORCL Oracle Corp. $29.53 $30.94
19.25 IDTI Integrated Device $28.41 $33.88
59.85 NTAP Network Appliance $42.50 $67.94
-5.51 PMCS PMC-Sierra $79.38 $75.00
117.02 IDPH IDEC Pharmac. $93.25 $202.38
-21.33 -2.68 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-69.15 TTN Titan Corp. $47.00 $14.50
-55.45 JDSU JDS Uniphase $94.00 $41.88
-53.26 QCOM Qualcomm Inc. $179.31 $83.81
66.47 SEBL Siebel Systems $42.50 $70.75
4.76 ORCL Oracle Corp. $29.53 $30.94
59.85 NTAP Network Appliance $42.50 $67.94
28.13 IMNX Immunex Corp. $34.00 $43.56
-86.87 YHOO Yahoo! Inc. $237.50 $31.19
117.02 IDPH IDEC Pharmac. $93.25 $202.38
-38.33 NT Nortel Networks $50.47 $31.13
-31.84 10.82 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-55.45 JDSU JDS Uniphase $94.00 $41.88
-69.15 TTN Titan Corp. $47.00 $14.50
-53.26 QCOM Qualcomm Inc. $179.31 $83.81
-93.11 HLIT Harmonic Inc. $92.47 $6.38
111.79 CYTC Cytyc Corp. $29.69 $62.88
4.76 ORCL Oracle Corp. $29.53 $30.94
59.85 NTAP Network Appliance $42.50 $67.94
66.47 SEBL Siebel Systems $42.50 $70.75
19.25 IDTI Integrated Device $28.41 $33.88
117.02 IDPH IDEC Pharmac. $93.25 $202.38
-32.89 -34.97 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-24.58 CSCO Cisco Systems $54.03 $40.75
-24.23 WMT Wal-Mart Stores $66.81 $50.63
-24.43 INTC Intel Corp. $43.50 $32.88
-53.61 AOL America Online $83.00 $38.50
-37.58 HD Home Depot $65.19 $40.69
-38.33 NT Nortel Networks $50.47 $31.13
-65.60 DELL Dell Computer $50.88 $17.50
14.80 EMC EMC Corp. $57.00 $65.44
-86.87 YHOO Yahoo! Inc. $237.50 $31.19
-9.23 TXN Texas Instruments $51.44 $46.69
-7.60 -4.07 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-53.26 QCOM Qualcomm Inc. $179.31 $83.81
-55.45 JDSU JDS Uniphase $94.00 $41.88
66.47 SEBL Siebel Systems $42.50 $70.75
59.85 NTAP Network Appliance $42.50 $67.94
-55.60 CTS CTS Corp. $74.75 $33.19
-32.28 CDWC CDW Computer Ctrs $34.52 $23.38
-17.14 TLAB Tellabs Inc. $65.63 $54.38
-15.06 AEOS Amer. Eagle Out. $44.00 $37.38
-28.33 TIF Tiffany & Co. $42.47 $30.44
90.08 KG King Pharmaceuticals $26.37 $50.13
-9.25 SPY S&P500 Trust (Spider) $145.44 $131.98
-36.23 QQQ Nasdaq 100 Index Trust $94.75 $60.42