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 17, 2000
Semi-annual Reinvest/Rebalance
5 stock/10 stock
77.92 46.55 PEG26
52.48 23.13 Keystone 100
46.38 45.83 Formula 90
28.29 35.17 Relative Strength - 13 Week
23.53 20.23 Unemotional Growth
14.92 43.21 PEG13
7.06 Nasdaq 100 Index Trust
3.92 13.11 Spark
3.82 S&P500 Trust (Spider)
2.51 50.65 Relative Strength - IBD
1.56 7.35 Plowback
-0.04 9.82 Keystone
-1.78 9.82 Keystone EPS
-6.79 44.40 Relative Strength - 26 Week
46.38 45.83 Formula 90 return YTD Cost Basis
5.42 11.58 Return since rebalance 7/3/00 Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
34.01 SDLI SDL Inc. $294.00 $394.00
-2.17 NEWP Newport Corp. $112.44 $110.00
12.98 SEBL Siebel Systems $164.63 $186.00
-13.77 TECH Techne Corp. $148.00 $127.63
-3.96 ADCT ADC Telecom. $83.75 $80.44
-9.65 JDSU JDS Uniphase $128.19 $115.81
23.17 NTAP Network Appliance $82.81 $102.00
31.92 ITWO i2 Technologies $103.00 $135.88
28.84 PMCS PMC-Sierra $178.13 $229.50
14.38 PLXS Plexus Corp. $118.25 $135.25
-0.04 9.82 Keystone return YTD
4.60 3.10 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-3.96 ADCT ADC Telecom. $83.75 $80.44
5.68 MU Micron Technology $90.25 $95.38
1.78 GLW Corning Inc. $274.38 $279.25
12.98 SEBL Siebel Systems $164.63 $186.00
6.53 ENE Enron Corp. $68.00 $72.44
6.89 INTC Intel Corp. $136.88 $146.31
-5.07 ORCL Oracle Corp. $80.19 $76.13
-9.65 JDSU JDS Uniphase $128.19 $115.81
1.55 AMAT Applied Materials $92.56 $94.00
14.29 MER Merrill Lynch & Co. $115.50 $132.00
-1.78 9.82 Keystone EPS return YTD
-0.78 3.10 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-3.96 ADCT ADC Telecom. $83.75 $80.44
12.98 SEBL Siebel Systems $164.63 $186.00
1.78 GLW Corning Inc. $274.38 $279.25
-9.65 JDSU JDS Uniphase $128.19 $115.81
-5.07 ORCL Oracle Corp. $80.19 $76.13
5.68 MU Micron Technology $90.25 $95.38
14.29 MER Merrill Lynch & Co. $115.50 $132.00
6.53 ENE Enron Corp. $68.00 $72.44
6.89 INTC Intel Corp. $136.88 $146.31
1.55 AMAT Applied Materials $92.56 $94.00
52.48 23.13 Keystone 100 return YTD
9.81 9.72 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-1.08 RMBS Rambus Inc. $109.69 $108.50
7.86 AMD Advanced Micro Dev. $84.25 $90.88
-5.85 CIEN Ciena Corp. $171.00 $161.00
14.11 SFA Scientific Atlanta $75.31 $85.94
34.01 SDLI SDL Inc. $294.00 $394.00
28.84 PMCS PMC-Sierra $178.13 $229.50
-3.96 ADCT ADC Telecom. $83.75 $80.44
5.68 MU Micron Technology $90.25 $95.38
1.78 GLW Corning Inc. $274.38 $279.25
15.77 ALTR Altera Corp. $105.44 $122.06
14.92 43.21 PEG13 return YTD
12.71 4.78 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
19.83 CMX Caremark RX $7.25 $8.69
-3.25 AZR Aztar Corp. $15.38 $14.88
10.58 RWY Rent Way Inc. $28.94 $32.00
44.35 DGX Quest Diagnostics $74.13 $107.00
-7.96 CAH Cardinal Health $73.81 $67.94
4.09 NSIT Insight Enterprises $58.00 $60.38
-24.18 ADAC ADAC Labs. $24.81 $18.81
-7.82 CDWC CDW Computer Ctrs $66.38 $61.19
-3.96 ADCT ADC Telecom. $83.75 $80.44
16.14 ALA Alcatel ADR $65.81 $76.44
77.92 46.55 PEG26 return YTD
16.91 8.93 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1.74 VSH Vishay Intertechnology $39.56 $40.25
-0.79 OCA Orthodontic Centers $23.69 $23.50
10.38 IRF Int'l Rectifier $59.00 $65.13
44.35 DGX Quest Diagnostics $74.13 $107.00
28.88 IMPH IMPATH Inc. $54.31 $70.00
-24.18 ADAC ADAC Labs. $24.81 $18.81
2.99 ALO ALPHARMA Inc. $60.69 $62.50
-3.96 ADCT ADC Telecom. $83.75 $80.44
15.77 ALTR Altera Corp. $105.44 $122.06
14.11 SFA Scientific Atlanta $75.31 $85.94
1.56 7.35 Plowback return YTD
6.82 6.77 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
28.84 PMCS PMC-Sierra $178.13 $229.50
-5.07 ORCL Oracle Corp. $80.19 $76.13
-3.31 PFE Pfizer, Inc. $47.69 $46.11
13.92 RTRSY Reuters ADR $108.63 $123.75
-0.27 LLY Lilly (Eli) $98.75 $98.48
23.07 VRTS VERITAS Software $110.81 $136.38
5.19 Q Qwest Communic. $51.75 $54.44
8.38 MWD Morgan S. Dean Witter $85.00 $92.13
- 8.71 SGP Schering-Plough $50.44 $46.05
5.66 AMGN Amgen $68.50 $72.38
2.51 50.65 Relative Strength - IBD return YTD
6.00 8.87 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
34.01 SDLI SDL Inc. $294.00 $394.00
-2.17 NEWP Newport Corp. $112.44 $110.00
-1.08 RMBS Rambus Inc. $109.69 $108.50
12.98 SEBL Siebel Systems $164.63 $186.00
-13.77 TECH Techne Corp. $148.00 $127.63
17.22 BEAS BEA Systems $48.63 $57.00
-3.96 ADCT ADC Telecom. $83.75 $80.44
-9.65 JDSU JDS Uniphase $128.19 $115.81
23.17 NTAP Network Appliance $82.81 $102.00
31.92 ITWO i2 Technologies $103.00 $135.88
28.29 35.17 Relative Strength - 13 Week return YTD
8.19 6.51 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-2.17 NEWP Newport Corp. $112.44 $110.00
-13.77 TECH Techne Corp. $148.00 $127.63
44.35 DGX Quest Diagnostics $74.13 $107.00
20.35 LH Laboratory Corp. $78.00 $93.88
-7.82 CDWC CDW Computer Ctrs $66.38 $61.19
4.09 NSIT Insight Enterprises $58.00 $60.38
8.46 LMS Lamson & Sessions $17.00 $18.44
-3.96 ADCT ADC Telecom. $83.75 $80.44
10.58 RWY Rent Way Inc. $28.94 $32.00
5.01 IVX IVAX Corp. $42.38 $44.50
-6.79 44.40 Relative Strength - 26 Week return YTD
0.99 8.49 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-2.17 NEWP Newport Corp. $112.44 $110.00
-1.08 RMBS Rambus Inc. $109.69 $108.50
7.86 AMD Advanced Micro Dev. $84.25 $90.88
14.11 SFA Scientific Atlanta $75.31 $85.94
-13.77 TECH Techne Corp. $148.00 $127.63
34.01 SDLI SDL Inc. $294.00 $394.00
8.46 LMS Lamson & Sessions $17.00 $18.44
3.62 ROG Rogers Corp. $36.25 $37.56
28.84 PMCS PMC-Sierra $178.13 $229.50
5.01 IVX IVAX Corp. $42.38 $44.50
3.92 13.11 Spark return YTD
3.32 6.12 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
5.10 EMC EMC Corp. $77.19 $81.13
12.69 ERICY Ericsson ADR $20.69 $23.31
6.70 TXN Texas Instruments $69.00 $73.63
1.78 GLW Corning Inc. $274.38 $279.25
-9.65 JDSU JDS Uniphase $128.19 $115.81
11.80 PHG Koninklijke Philips NV $48.19 $53.88
-3.96 ADCT ADC Telecom. $83.75 $80.44
12.98 SEBL Siebel Systems $164.63 $186.00
10.30 ADI Analog Devices $80.06 $88.31
13.43 XLNX Xilinx Inc. $85.19 $96.63
23.53 20.23 Unemotional Growth return YTD
-0.66 2.51 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-3.96 ADCT ADC Telecom. $83.75 $80.44
-9.65 JDSU JDS Uniphase $128.19 $115.81
23.17 NTAP Network Appliance $82.81 $102.00
-5.07 ORCL Oracle Corp. $80.19 $76.13
-7.82 CDWC CDW Computer Ctrs $66.38 $61.19
4.09 NSIT Insight Enterprises $58.00 $60.38
32.28 MCRL Micrel Inc. $45.31 $59.94
2.16 RFMD RF Micro Devices $91.70 $93.69
-7.15 DY Dycom Inds. $46.31 $43.00
-2.98 SFP Salton, Inc. $37.75 $36.63
3.82 SPY S&P500 Trust (Spider) $147.28 $151.00
7.06 QQQ Nasdaq 100 Index Trust $95.13 $101.44