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 June 12, 2000
Quarterly Reinvest/Rebalance
30.90 27.38 Formula 90
29.28 12.94 Keystone 100
28.98 14.97 PEG26
21.91 18.38 Relative Strength - 26 Week
19.66 27.95 Relative Strength - 13 Week
9.73 16.18 PEG13
1.74 5.89 Unemotional Growth
1.54 5.73 Keystone
0.43 24.76 Relative Strength - IBD
0.27 5.73 Keystone EPS
-0.28 S&P500 Trust (Spider)
-2.11 4.28 Spark
-3.50 -2.47 Plowback
-4.02 Nasdaq 100 Index Trust
30.90 27.38 Formula 90 return YTD Cost Basis
6.83 3.11 Return since rebalance 4/3/2000 Now
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8.99 PMCS PMC-Sierra $169.63 $184.88
48.38 SDLI SDL Inc. $176.56 $261.98
-41.96 QCOM Qualcomm Inc. $140.75 $81.69
3.53 JDSU JDS Uniphase $111.63 $115.56
15.19 NTAP Network Appliance $67.88 $78.19
-49.23 QLGC Qlogic Corp. $105.00 $53.31
4.80 ORCL Oracle Corp. $76.88 $80.56
24.68 ADI Analog Devices $74.19 $92.50
30.56 SEBL Siebel Systems $106.75 $139.38
-13.84 MCRL Micrel Inc. $88.50 $76.25
1.54 5.73 Keystone return YTD
-0.88 -3.74 Return since rebalance
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3.53 JDSU JDS Uniphase $111.63 $115.56
4.80 ORCL Oracle Corp. $76.88 $80.56
-41.96 QCOM Qualcomm Inc. $140.75 $81.69
27.18 GLW Corning Inc. $180.94 $230.13
2.03 AMAT Applied Materials $89.25 $91.06
-17.44 NXTL Nextel Communic. 'A' $71.31 $58.88
-14.82 CSCO Cisco Systems $72.94 $62.13
0.63 SUNW Sun Microsystems $89.81 $90.38
4.00 TXN Texas Instruments $75.00 $78.00
-5.34 MWD Morgan S. Dean Witter $85.38 $80.81
0.27 5.73 Keystone EPS return YTD
-0.88 -3.74 Return since rebalance
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-41.96 QCOM Qualcomm Inc. $140.75 $81.69
3.53 JDSU JDS Uniphase $111.63 $115.56
2.03 AMAT Applied Materials $89.25 $91.06
4.80 ORCL Oracle Corp. $76.88 $80.56
27.18 GLW Corning Inc. $180.94 $230.13
4.00 TXN Texas Instruments $75.00 $78.00
-14.82 CSCO Cisco Systems $72.94 $62.13
-5.34 MWD Morgan S. Dean Witter $85.38 $80.81
-17.44 NXTL Nextel Communic. 'A' $71.31 $58.88
0.63 SUNW Sun Microsystems $89.81 $90.38
29.28 12.94 Keystone 100 return YTD
5.50 6.80 Return since rebalance
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15.19 NTAP Network Appliance $67.88 $78.19
48.38 SDLI SDL Inc. $176.56 $261.98
3.53 JDSU JDS Uniphase $111.63 $115.56
8.99 PMCS PMC-Sierra $169.63 $184.88
-48.57 IMNX Immunex Corp. $61.25 $31.50
22.39 CIEN Ciena Corp. $113.88 $139.38
4.80 ORCL Oracle Corp. $76.88 $80.56
30.56 SEBL Siebel Systems $106.75 $139.38
-41.96 QCOM Qualcomm Inc. $140.75 $81.69
24.68 ADI Analog Devices $74.19 $92.50
9.73 16.18 PEG13 return YTD
3.79 1.12 Return since rebalance
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27.21 IRF Int'l Rectifier $35.38 $45.00
-28.86 BBY Best Buy Co. $82.94 $59.00
26.93 ALTR Altera Corp. $81.94 $104.00
2.42 SFA Scientific Atlanta $64.44 $66.00
-8.74 LSI LSI Logic $64.38 $58.75
-7.96 BJS BJ Services $73.81 $67.94
24.68 ADI Analog Devices $74.19 $92.50
10.14 XLNX Xilinx Inc. $77.63 $85.50
-13.84 MCRL Micrel Inc. $88.50 $76.25
-20.78 ANAD Anadigics Inc. $58.06 $46.00
28.98 14.97 PEG26 return YTD
6.02 1.39 Return since rebalance
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1.22 KLIC Kulicke & Soffa $56.56 $57.25
27.21 IRF Int'l Rectifier $35.38 $45.00
-16.22 TTN Titan Corp. $46.25 $38.75
2.26 FLEX Flextronics Int'l $63.56 $65.00
15.65 NOK Nokia Corp. ADR $50.91 $58.88
2.42 SFA Scientific Atlanta $64.44 $66.00
-8.74 LSI LSI Logic $64.38 $58.75
24.68 ADI Analog Devices $74.19 $92.50
-13.84 MCRL Micrel Inc. $88.50 $76.25
-20.78 ANAD Anadigics Inc. $58.06 $46.00
-3.50 -2.47 Plowback return YTD
-0.35 -4.69 Return since rebalance
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12.33 VRTS VERITAS Software $111.50 $125.25
8.99 PMCS PMC-Sierra $169.63 $184.88
4.80 ORCL Oracle Corp. $76.88 $80.56
15.65 NOK Nokia Corp. ADR $50.91 $58.88
-43.50 CMGI CMGI Inc. $100.00 $56.50
-8.78 RTRSY Reuters ADR $107.50 $98.06
-35.75 GPS Gap (The), Inc. $50.00 $32.13
2.74 AMGN Amgen $59.38 $61.00
12.54 USW US West Inc. $71.25 $80.19
-15.93 DELL Dell Computer $53.38 $44.88
0.43 24.76 Relative Strength - IBD return YTD
0.54 1.16 Return since rebalance
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8.99 PMCS PMC-Sierra $169.63 $184.88
48.38 SDLI SDL Inc. $176.56 $261.98
-41.96 QCOM Qualcomm Inc. $140.75 $81.69
3.53 JDSU JDS Uniphase $111.63 $115.56
-16.22 TTN Titan Corp. $46.25 $38.75
13.39 BEAS BEA Systems $35.72 $40.50
15.19 NTAP Network Appliance $67.88 $78.19
-49.23 QLGC Qlogic Corp. $105.00 $53.31
4.80 ORCL Oracle Corp. $76.88 $80.56
24.68 ADI Analog Devices $74.19 $92.50
19.66 27.95 Relative Strength - 13 Week return YTD
8.51 8.57 Return since rebalance
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8.99 PMCS PMC-Sierra $169.63 $184.88
2.42 SFA Scientific Atlanta $64.44 $66.00
-8.74 LSI LSI Logic $64.38 $58.75
15.19 NTAP Network Appliance $67.88 $78.19
24.68 ADI Analog Devices $74.19 $92.50
-18.91 VTSS Vitesse Semiconductor $87.25 $70.75
40.86 AMD Advanced Micro Dev. $60.88 $85.75
-13.84 MCRL Micrel Inc. $88.50 $76.25
24.89 VSH Vishay Intertechnology $36.33 $45.38
10.14 XLNX Xilinx Inc. $77.63 $85.50
21.91 18.38 Relative Strength - 26 Week return YTD
17.90 1.81 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
15.19 NTAP Network Appliance $67.88 $78.19
13.39 BEAS BEA Systems $35.72 $40.50
48.38 SDLI SDL Inc. $176.56 $261.98
3.53 JDSU JDS Uniphase $111.63 $115.56
8.99 PMCS PMC-Sierra $169.63 $184.88
-48.57 IMNX Immunex Corp. $61.25 $31.50
4.80 ORCL Oracle Corp. $76.88 $80.56
-16.22 TTN Titan Corp. $46.25 $38.75
30.56 SEBL Siebel Systems $106.75 $139.38
-41.96 QCOM Qualcomm Inc. $140.75 $81.69
-2.11 4.28 Spark return YTD
-12.53 -5.85 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-14.82 CSCO Cisco Systems $72.94 $62.13
4.80 ORCL Oracle Corp. $76.88 $80.56
-18.88 AOL America Online $64.88 $52.63
8.25 EMC EMC Corp. $63.28 $68.50
-41.96 QCOM Qualcomm Inc. $140.75 $81.69
-25.14 MOT Motorola, Inc. $46.25 $34.63
-14.17 YHOO Yahoo! Inc. $160.13 $137.44
3.53 JDSU JDS Uniphase $111.63 $115.56
24.68 ADI Analog Devices $74.19 $92.50
15.19 NTAP Network Appliance $67.88 $78.19
1.74 5.89 Unemotional Growth return YTD
-8.63 0.10 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-41.96 QCOM Qualcomm Inc. $140.75 $81.69
15.19 NTAP Network Appliance $67.88 $78.19
-49.23 QLGC Qlogic Corp. $105.00 $53.31
30.56 SEBL Siebel Systems $106.75 $139.38
2.26 FLEX Flextronics Int'l $63.56 $65.00
5.94 DY Dycom Inds. $53.63 $56.81
9.23 JMED Jones Pharma $33.88 $37.00
45.06 CDWC CDW Computer Ctrs $83.50 $121.13
-1.46 CTS CTS Corp. $55.50 $54.69
-14.56 BGEN Biogen Inc. $64.38 $55.00
-0.28 SPY S&P500 Trust (Spider) $134.88 $145.03
-4.02 QQQ Nasdaq 100 Index Trust $103.50 $90.94