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 July 10, 2000
Semi-annual Reinvest/Rebalance
5 stock/10 stock
58.71 39.67 PEG26
42.99 12.77 Keystone 100
36.19 29.70 Formula 90
20.37 28.66 Relative Strength - 13 Week
17.50 12.35 Unemotional Growth
6.32 41.86 PEG13
1.53 S&P500 Trust (Spider)
-0.43 Nasdaq 100 Index Trust
-2.61 4.64 Plowback
-5.65 2.33 Spark
-6.04 35.80 Relative Strength - IBD
-6.74 2.81 Keystone
-9.55 2.81 Keystone EPS
-9.69 35.35 Relative Strength - 26 Week
36.19 29.70 Formula 90 return YTD Cost Basis
-1.92 -0.77 Return since rebalance 7/3/2000 Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
9.08 SDLI SDL Inc. $294.00 $320.69
-8.17 NEWP Newport Corp. $112.44 $103.25
2.73 SEBL Siebel Systems $164.63 $169.13
-6.80 TECH Techne Corp. $148.00 $137.94
-6.42 ADCT ADC Telecom. $83.75 $78.38
-21.11 JDSU JDS Uniphase $128.19 $101.13
-1.89 NTAP Network Appliance $82.81 $81.25
13.29 ITWO i2 Technologies $103.00 $116.69
8.46 PMCS PMC-Sierra $178.13 $193.19
3.17 PLXS Plexus Corp. $118.25 $122.00
-6.74 2.81 Keystone return YTD
-2.41 -3.48 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-6.42 ADCT ADC Telecom. $83.75 $78.38
1.39 MU Micron Technology $90.25 $91.50
-10.84 GLW Corning Inc. $274.38 $244.63
2.73 SEBL Siebel Systems $164.63 $169.13
1.10 ENE Enron Corp. $68.00 $68.75
0.78 INTC Intel Corp. $136.88 $137.94
-7.56 ORCL Oracle Corp. $80.19 $74.13
-21.11 JDSU JDS Uniphase $128.19 $101.13
-4.25 AMAT Applied Materials $92.56 $88.63
9.36 MER Merrill Lynch & Co. $115.50 $126.31
-9.55 2.81 Keystone EPS return YTD
-8.64 -3.48 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-6.42 ADCT ADC Telecom. $83.75 $78.38
2.73 SEBL Siebel Systems $164.63 $169.13
-10.84 GLW Corning Inc. $274.38 $244.63
-21.11 JDSU JDS Uniphase $128.19 $101.13
-7.56 ORCL Oracle Corp. $80.19 $74.13
1.39 MU Micron Technology $90.25 $91.50
9.36 MER Merrill Lynch & Co. $115.50 $126.31
1.10 ENE Enron Corp. $68.00 $68.75
0.78 INTC Intel Corp. $136.88 $137.94
-4.25 AMAT Applied Materials $92.56 $88.63
42.99 12.77 Keystone 100 return YTD
2.98 0.49 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-11.05 RMBS Rambus Inc. $109.69 $97.56
0.00 AMD Advanced Micro Dev. $84.25 $84.25
1.61 CIEN Ciena Corp. $171.00 $173.75
15.27 SFA Scientific Atlanta $75.31 $86.81
9.08 SDLI SDL Inc. $294.00 $320.69
8.46 PMCS PMC-Sierra $178.13 $193.19
-6.42 ADCT ADC Telecom. $83.75 $78.38
1.39 MU Micron Technology $90.25 $91.50
-10.84 GLW Corning Inc. $274.38 $244.63
-2.61 ALTR Altera Corp. $105.44 $102.69
6.32 41.86 PEG13 return YTD
4.28 3.79 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
5.17 CMX Caremark RX $7.25 $7.63
4.88 AZR Aztar Corp. $15.38 $16.13
3.24 RWY Rent Way Inc. $28.94 $29.88
9.27 DGX Quest Diagnostics $74.13 $81.00
-1.19 CAH Cardinal Health $73.81 $72.94
4.20 NSIT Insight Enterprises $58.00 $60.44
0.25 ADAC ADAC Labs. $24.81 $24.88
9.42 CDWC CDW Computer Ctrs $66.38 $72.63
-6.42 ADCT ADC Telecom. $83.75 $78.38
9.12 ALA Alcatel ADR $65.81 $71.81
58.71 39.67 PEG26 return YTD
4.29 3.82 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-5.69 VSH Vishay Intertechnology $39.56 $37.31
2.11 OCA Orthodontic Centers $23.69 $24.19
-6.67 IRF Int'l Rectifier $59.00 $55.06
9.27 DGX Quest Diagnostics $74.13 $81.00
22.44 IMPH IMPATH Inc. $54.31 $66.50
0.25 ADAC ADAC Labs. $24.81 $24.88
10.20 ALO ALPHARMA Inc. $60.69 $66.88
-6.42 ADCT ADC Telecom. $83.75 $78.38
-2.61 ALTR Altera Corp. $105.44 $102.69
15.27 SFA Scientific Atlanta $75.31 $86.81
-2.61 4.64 Plowback return YTD
2.45 4.08 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
8.46 PMCS PMC-Sierra $178.13 $193.19
-7.56 ORCL Oracle Corp. $80.19 $74.13
0.26 PFE Pfizer, Inc. $47.69 $47.81
5.75 RTRSY Reuters ADR $108.63 $114.88
5.32 LLY Lilly (Eli) $98.75 $104.00
5.75 VRTS VERITAS Software $110.81 $117.19
5.56 Q Qwest Communic. $51.75 $54.63
9.85 MWD Morgan S. Dean Witter $85.00 $93.38
0.62 SGP Schering-Plough $50.44 $50.75
6.75 AMGN Amgen $68.50 $73.13
-6.04 35.80 Relative Strength - IBD return YTD
-2.84 -1.86 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
9.08 SDLI SDL Inc. $294.00 $320.69
-8.17 NEWP Newport Corp. $112.44 $103.25
-11.05 RMBS Rambus Inc. $109.69 $97.56
2.73 SEBL Siebel Systems $164.63 $169.13
-6.80 TECH Techne Corp. $148.00 $137.94
11.70 BEAS BEA Systems $48.63 $54.31
-6.42 ADCT ADC Telecom. $83.75 $78.38
-21.11 JDSU JDS Uniphase $128.19 $101.13
-1.89 NTAP Network Appliance $82.81 $81.25
13.29 ITWO i2 Technologies $103.00 $116.69
20.37 28.66 Relative Strength - 13 Week return YTD
1.51 1.39 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-8.17 NEWP Newport Corp. $112.44 $103.25
-6.80 TECH Techne Corp. $148.00 $137.94
9.27 DGX Quest Diagnostics $74.13 $81.00
3.85 LH Laboratory Corp. $78.00 $81.00
9.42 CDWC CDW Computer Ctrs $66.38 $72.63
4.20 NSIT Insight Enterprises $58.00 $60.44
2.94 LMS Lamson & Sessions $17.00 $17.50
-6.42 ADCT ADC Telecom. $83.75 $78.38
3.24 RWY Rent Way Inc. $28.94 $29.88
2.36 IVX IVAX Corp. $42.38 $43.38
-9.69 35.35 Relative Strength - 26 Week return YTD
-2.15 1.69 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-8.17 NEWP Newport Corp. $112.44 $103.25
-11.05 RMBS Rambus Inc. $109.69 $97.56
0.00 AMD Advanced Micro Dev. $84.25 $84.25
15.27 SFA Scientific Atlanta $75.31 $86.81
-6.80 TECH Techne Corp. $148.00 $137.94
9.08 SDLI SDL Inc. $294.00 $320.69
2.94 LMS Lamson & Sessions $17.00 $17.50
4.83 ROG Rogers Corp. $36.25 $38.00
8.46 PMCS PMC-Sierra $178.13 $193.19
2.36 IVX IVAX Corp. $42.38 $43.38
-5.65 2.33 Spark return YTD
-6.19 -4.00 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-1.38 EMC EMC Corp. $77.19 $76.13
3.63 ERICY Ericsson ADR $20.69 $21.44
-1.27 TXN Texas Instruments $69.00 $68.13
-10.84 GLW Corning Inc. $274.38 $244.63
-21.11 JDSU JDS Uniphase $128.19 $101.13
-0.26 PHG Koninklijke Philips NV $48.19 $48.06
-6.42 ADCT ADC Telecom. $83.75 $78.38
2.73 SEBL Siebel Systems $164.63 $169.13
-6.01 ADI Analog Devices $80.06 $75.25
0.95 XLNX Xilinx Inc. $85.19 $86.00
17.50 12.35 Unemotional Growth return YTD
-5.51 -4.21 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-6.42 ADCT ADC Telecom. $83.75 $78.38
-21.11 JDSU JDS Uniphase $128.19 $101.13
-1.89 NTAP Network Appliance $82.81 $81.25
-7.56 ORCL Oracle Corp. $80.19 $74.13
9.42 CDWC CDW Computer Ctrs $66.38 $72.63
4.20 NSIT Insight Enterprises $58.00 $60.44
8.00 MCRL Micrel Inc. $45.31 $48.94
-11.94 RFMD RF Micro Devices $91.70 $80.75
-6.88 DY Dycom Inds. $46.31 $43.13
-7.95 SFP Salton, Inc. $37.75 $34.75
1.53 SPY S&P500 Trust (Spider) $147.28 $147.66
-0.43 QQQ Nasdaq 100 Index Trust $95.13 $94.34