Both 5 stock and 10 stock returns are shown. The first return is the average of the first five stocks listed; the second return is for all 10 stocks. In addition we show the Year-To-Date Return for each strategy which includes the compounded returns since the 12/31/99 and the Return Since Rebalance which is the return for the stocks shown since the rebalance date (whether the stock was purchased then or was held over from the previous period).
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 May 8, 2000
Monthly Reinvest/Rebalance
5 stock/10 stock
24.38 18.66 Relative Strength - 26 Week
20.71 23.99 PEG26
10.48 9.99 Unemotional Growth
10.11 20.62 Formula 90
8.93 24.09 PEG13
4.54 20.30 Relative Strength - 13 Week
0.29 3.34 Keystone 100
-2.05 S&P500 Trust (Spider)
-6.83 0.21 Keystone EPS
-7.01 Nasdaq 100 Index Trust
-7.14 0.21 Keystone
-8.66 -9.83 Plowback
-9.00 24.34 Relative Strength - IBD
-15.65 -19.58 Spark
10.11 20.62 Formula 90 return YTD Cost Basis
-12.42 -11.44 Return since rebalance 5/1/2000 Now
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-10.90 PMCS PMC-Sierra $188.00 $167.50
-13.86 NEWP Newport Corp. $141.63 $122.00
-11.00 NTAP Network Appliance $71.00 $63.19
-16.85 ITWO i2 Technologies $124.63 $103.63
-9.47 ORCL Oracle Corp. $79.88 $72.31
-18.17 SDLI SDL Inc. $202.56 $165.75
-13.44 SNDK Sandisk Corp. $95.81 $82.94
5.68 SEBL Siebel Systems $123.31 $130.31
-16.48 ADI Analog Devices $77.75 $64.94
-9.95 SFA Scientific Atlanta $69.13 $62.25
-7.14 0.21 Keystone return YTD
-8.76 -7.37 Return since rebalance
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-9.47 ORCL Oracle Corp. $79.88 $72.31
-8.14 GLW Corning Inc. $199.63 $183.38
-15.23 JDSU JDS Uniphase $104.25 $88.38
-4.25 AMAT Applied Materials $99.94 $95.69
-6.71 EMC EMC Corp. $142.56 $133.00
-7.20 SUNW Sun Microsystems $92.00 $85.38
-12.16 CSCO Cisco Systems $71.44 $62.75
-8.24 TXN Texas Instruments $160.00 $146.81
-6.15 QCOM Qualcomm Inc. $109.75 $103.00
3.89 ENE Enron Corp. $72.31 $75.13
-6.83 0.21 Keystone EPS return YTD
-8.76 -7.37 Return since rebalance
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-4.25 AMAT Applied Materials $99.94 $95.69
-9.47 ORCL Oracle Corp. $79.88 $72.31
-15.23 JDSU JDS Uniphase $104.25 $88.38
-8.14 GLW Corning Inc. $199.63 $183.38
-6.71 EMC EMC Corp. $142.56 $133.00
-8.24 TXN Texas Instruments $160.00 $146.81
-6.15 QCOM Qualcomm Inc. $109.75 $103.00
-7.20 SUNW Sun Microsystems $92.00 $85.38
-12.16 CSCO Cisco Systems $71.44 $62.75
3.89 ENE Enron Corp. $72.31 $75.13
0.29 3.34 Keystone 100 return YTD
-8.81 -10.47 Return since rebalance
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0.21 AMD Advanced Micro Dev. $88.44 $88.63
-10.90 PMCS PMC-Sierra $188.00 $167.50
-4.20 BEAS BEA Systems $50.63 $48.50
-11.00 NTAP Network Appliance $71.00 $63.19
-18.17 SDLI SDL Inc. $202.56 $165.75
-10.66 CIEN Ciena Corp. $140.06 $125.13
-16.85 ITWO i2 Technologies $124.63 $103.63
-9.47 ORCL Oracle Corp. $79.88 $72.31
-7.20 TER Teradyne Inc. $109.31 $101.44
-16.48 ADI Analog Devices $77.75 $64.94
8.93 24.09 PEG13 return YTD
-5.37 -5.74 Return since rebalance
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-3.83 VSH Vishay Intertechnology $81.50 $78.38
-4.00 IDXX IDEXX Labs. $28.13 $27.00
-19.22 CPWM Cost Plus Inc. $33.50 $27.06
-2.74 KCP Kenneth Cole 'A' $41.00 $39.88
2.93 DY Dycom Inds. $53.38 $54.94
-17.22 BBY Best Buy Co. $84.94 $70.31
-3.66 HH Hooper Holmes $17.06 $16.44
-1.21 AVX AVX Corp. $97.75 $96.56
-9.95 SFA Scientific Atlanta $69.13 $62.25
1.52 ADCT ADC Telecom. $61.88 $62.81
20.71 23.99 PEG26 return YTD
-11.32 -8.64 Return since rebalance
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-18.72 KLIC Kulicke & Soffa $79.13 $64.31
-2.49 IRF Int'l Rectifier $47.69 $46.50
-3.83 VSH Vishay Intertechnology $81.50 $78.38
-15.10 LSI LSI Logic $61.69 $52.38
-16.48 ADI Analog Devices $77.75 $64.94
-7.20 TER Teradyne Inc. $109.31 $101.44
-6.83 ATML Atmel Corp. $48.50 $45.19
-7.33 ALTR Altera Corp. $104.00 $96.38
-9.95 SFA Scientific Atlanta $69.13 $62.25
1.52 ADCT ADC Telecom. $61.88 $62.81
-8.66 -9.83 Plowback return YTD
-9.71 -6.56 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-10.90 PMCS PMC-Sierra $188.00 $167.50
-9.47 ORCL Oracle Corp. $79.88 $72.31
-14.59 VRTS VERITAS Software $110.94 $94.75
-8.38 NOK Nokia Corp. ADR $58.94 $54.00
-5.22 RTRSY Reuters ADR $110.13 $104.38
-9.95 MWD Morgan S. Dean Witter $79.75 $71.81
10.74 AMGN Amgen $55.88 $61.88
-6.12 DELL Dell Computer $51.06 $47.94
0.77 USW US West Inc. $72.88 $73.44
-12.50 GPS Gap (The), Inc. $38.00 $33.25
-9.00 24.34 Relative Strength - IBD return YTD
-11.36 -10.15 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-10.90 PMCS PMC-Sierra $188.00 $167.50
-13.86 NEWP Newport Corp. $141.63 $122.00
-4.20 BEAS BEA Systems $50.63 $48.50
-11.00 NTAP Network Appliance $71.00 $63.19
-16.85 ITWO i2 Technologies $124.63 $103.63
-9.47 ORCL Oracle Corp. $79.88 $72.31
-18.17 SDLI SDL Inc. $202.56 $165.75
-13.44 SNDK Sandisk Corp. $95.81 $82.94
-3.83 VSH Vishay Intertechnology $81.50 $78.38
0.21 AMD Advanced Micro Dev. $88.44 $88.63
4.54 20.30 Relative Strength - 13 Week return YTD
-9.51 -9.10 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-18.10 RMBS Rambus Inc. $232.94 $190.77
0.21 AMD Advanced Micro Dev. $88.44 $88.63
-9.51 ARW Arrow Electronics $44.69 $40.44
-16.31 ADBE Adobe Systems $130.69 $109.38
-3.83 VSH Vishay Intertechnology $81.50 $78.38
-13.44 SNDK Sandisk Corp. $95.81 $82.94
-13.86 NEWP Newport Corp. $141.63 $122.00
-3.56 TBL Timberland Co. 'A' $68.56 $66.13
-10.90 PMCS PMC-Sierra $188.00 $167.50
-1.67 ROG Rogers Corp. $67.31 $66.19
24.38 18.66 Relative Strength - 26 Week return YTD
-7.95 -10.15 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-13.86 NEWP Newport Corp. $141.63 $122.00
0.21 AMD Advanced Micro Dev. $88.44 $88.63
-10.90 PMCS PMC-Sierra $188.00 $167.50
-4.20 BEAS BEA Systems $50.63 $48.50
-11.00 NTAP Network Appliance $71.00 $63.19
-18.17 SDLI SDL Inc. $202.56 $165.75
-13.44 SNDK Sandisk Corp. $95.81 $82.94
-16.85 ITWO i2 Technologies $124.63 $103.63
-9.47 ORCL Oracle Corp. $79.88 $72.31
-3.83 VSH Vishay Intertechnology $81.50 $78.38
-15.65 -19.58 Spark return YTD
-8.77 -8.48 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-12.16 CSCO Cisco Systems $71.44 $62.75
-8.38 NOK Nokia Corp. ADR $58.94 $54.00
-9.47 ORCL Oracle Corp. $79.88 $72.31
-6.63 NT Nortel Networks $118.75 $110.88
-7.20 SUNW Sun Microsystems $92.00 $85.38
-6.71 EMC EMC Corp. $142.56 $133.00
-8.24 TXN Texas Instruments $160.00 $146.81
-12.13 MOT Motorola, Inc. $121.63 $106.88
-6.15 QCOM Qualcomm Inc. $109.75 $103.00
-7.74 YHOO Yahoo! Inc. $130.88 $120.75
10.48 9.99 Unemotional Growth return YTD
-11.12 -7.23 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-11.00 NTAP Network Appliance $71.00 $63.19
5.68 SEBL Siebel Systems $123.31 $130.31
-26.98 QLGC Qlogic Corp. $102.38 $74.75
-21.07 FLEX Flextronics Int'l $66.44 $52.44
-2.20 MCRL Micrel Inc. $90.75 $88.75
2.93 DY Dycom Inds. $53.38 $54.94
-3.56 TBL Timberland Co. 'A' $68.56 $66.13
10.28 JMED Jones Pharma $31.63 $34.88
-16.85 ITWO i2 Technologies $124.63 $103.63
-9.47 ORCL Oracle Corp. $79.88 $72.31
-2.05 SPY S&P500 Trust (Spider) $147.13 $142.45
-7.01 QQQ Nasdaq 100 Index Trust $95.50 $88.11