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 24, 2000
Semi-annual Reinvest/Rebalance
5 stock/10 stock
74.64 34.15 PEG26
41.25 7.14 Keystone 100
31.26 35.15 Formula 90
27.47 27.97 Relative Strength - 13 Week
14.56 32.12 PEG13
14.18 9.36 Unemotional Growth
0.97 S&P500 Trust (Spider)
-0.26 Nasdaq 100 Index Trust
-0.33 -1.63 Spark
-2.49 2.81 Plowback
-3.12 40.80 Relative Strength - IBD
-13.98 -0.53 Keystone EPS
-14.93 37.54 Relative Strength - 26 Week
-16.16 -0.53 Keystone
31.26 35.15 Formula 90 return YTD Cost Basis
-5.47 3.41 Return since rebalance 7/3/00 Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
39.46 SDLI SDL Inc. $294.00 $410.00
7.23 NEWP Newport Corp. $112.44 $120.56
-3.91 SEBL Siebel Systems $164.63 $158.19
-20.78 TECH Techne Corp. $148.00 $117.25
-49.33 ADCT ADC Telecom. $83.75 $42.44
2.68 JDSU JDS Uniphase $128.19 $131.63
24.15 NTAP Network Appliance $82.81 $102.81
30.10 ITWO i2 Technologies $103.00 $134.00
10.63 PMCS PMC-Sierra $178.13 $197.06
-6.13 PLXS Plexus Corp. $118.25 $111.00
-16.16 -0.53 Keystone return YTD
-12.27 -6.62 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-49.33 ADCT ADC Telecom. $83.75 $42.44
-6.93 MU Micron Technology $90.25 $84.00
-8.52 GLW Corning Inc. $274.38 $251.00
-3.91 SEBL Siebel Systems $164.63 $158.19
7.35 ENE Enron Corp. $68.00 $73.00
0.82 INTC Intel Corp. $136.88 $138.00
-6.47 ORCL Oracle Corp. $80.19 $75.00
2.68 JDSU JDS Uniphase $128.19 $131.63
-13.03 AMAT Applied Materials $92.56 $80.50
11.15 MER Merrill Lynch & Co. $115.50 $128.38
-13.98 -0.53 Keystone EPS return YTD
-13.11 -6.62 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-49.33 ADCT ADC Telecom. $83.75 $42.44
-3.91 SEBL Siebel Systems $164.63 $158.19
-8.52 GLW Corning Inc. $274.38 $251.00
2.68 JDSU JDS Uniphase $128.19 $131.63
-6.47 ORCL Oracle Corp. $80.19 $75.00
-6.93 MU Micron Technology $90.25 $84.00
11.15 MER Merrill Lynch & Co. $115.50 $128.38
7.35 ENE Enron Corp. $68.00 $73.00
0.82 INTC Intel Corp. $136.88 $138.00
-13.03 AMAT Applied Materials $92.56 $80.50
41.25 7.14 Keystone 100 return YTD
1.73 -4.53 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-21.14 RMBS Rambus Inc. $109.69 $86.50
-8.01 AMD Advanced Micro Dev. $84.25 $77.50
-5.23 CIEN Ciena Corp. $171.00 $162.06
3.57 SFA Scientific Atlanta $75.31 $78.00
39.46 SDLI SDL Inc. $294.00 $410.00
10.63 PMCS PMC-Sierra $178.13 $197.06
-49.33 ADCT ADC Telecom. $83.75 $42.44
-6.93 MU Micron Technology $90.25 $84.00
-8.52 GLW Corning Inc. $274.38 $251.00
0.18 ALTR Altera Corp. $105.44 $105.63
14.56 32.12 PEG13 return YTD
12.36 -3.33 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
18.10 CMX Caremark RX $7.25 $8.56
-3.66 AZR Aztar Corp. $15.38 $14.81
10.15 RWY Rent Way Inc. $28.94 $31.88
37.27 DGX Quest Diagnostics $74.13 $101.75
-0.08 CAH Cardinal Health $73.81 $73.75
-11.21 NSIT Insight Enterprises $58.00 $51.50
-35.52 ADAC ADAC Labs. $24.81 $16.00
-11.96 CDWC CDW Computer Ctrs $66.38 $58.44
-49.33 ADCT ADC Telecom. $83.75 $42.44
12.92 ALA Alcatel ADR $65.81 $74.31
74.64 34.15 PEG26 return YTD
14.76 -0.29 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-8.06 VSH Vishay Intertechnology $39.56 $36.38
2.11 OCA Orthodontic Centers $23.69 $24.19
5.30 IRF Int'l Rectifier $59.00 $62.13
37.27 DGX Quest Diagnostics $74.13 $101.75
37.17 IMPH IMPATH Inc. $54.31 $74.50
-35.52 ADAC ADAC Labs. $24.81 $16.00
4.43 ALO ALPHARMA Inc. $60.69 $63.38
-49.33 ADCT ADC Telecom. $83.75 $42.44
0.18 ALTR Altera Corp. $105.44 $105.63
3.57 SFA Scientific Atlanta $75.31 $78.00
-2.49 2.81 Plowback return YTD
2.57 2.26 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
10.63 PMCS PMC-Sierra $178.13 $197.06
-6.47 ORCL Oracle Corp. $80.19 $75.00
0.26 PFE Pfizer, Inc. $47.69 $47.81
6.33 RTRSY Reuters ADR $108.63 $115.50
2.09 LLY Lilly (Eli) $98.75 $100.81
-0.56 VRTS VERITAS Software $110.81 $110.19
0.97 Q Qwest Communic. $51.75 $52.25
10.51 MWD Morgan S. Dean Witter $85.00 $93.94
-10.29 SGP Schering-Plough $50.44 $45.25
9.12 AMGN Amgen $68.50 $74.75
-3.12 40.80 Relative Strength - IBD return YTD
0.17 1.75 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
39.46 SDLI SDL Inc. $294.00 $410.00
7.23 NEWP Newport Corp. $112.44 $120.56
-21.14 RMBS Rambus Inc. $109.69 $86.50
-3.91 SEBL Siebel Systems $164.63 $158.19
-20.78 TECH Techne Corp. $148.00 $117.25
9.00 BEAS BEA Systems $48.63 $53.00
-49.33 ADCT ADC Telecom. $83.75 $42.44
2.68 JDSU JDS Uniphase $128.19 $131.63
24.15 NTAP Network Appliance $82.81 $102.81
30.10 ITWO i2 Technologies $103.00 $134.00
27.47 27.97 Relative Strength - 13 Week return YTD
7.50 0.85 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
7.23 NEWP Newport Corp. $112.44 $120.56
-20.78 TECH Techne Corp. $148.00 $117.25
37.27 DGX Quest Diagnostics $74.13 $101.75
25.72 LH Laboratory Corp. $78.00 $98.06
-11.96 CDWC CDW Computer Ctrs $66.38 $58.44
-11.21 NSIT Insight Enterprises $58.00 $51.50
8.09 LMS Lamson & Sessions $17.00 $18.38
-49.33 ADCT ADC Telecom. $83.75 $42.44
10.15 RWY Rent Way Inc. $28.94 $31.88
13.27 IVX IVAX Corp. $42.38 $48.00
-14.93 37.54 Relative Strength - 26 Week return YTD
-7.83 3.34 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
7.23 NEWP Newport Corp. $112.44 $120.56
-21.14 RMBS Rambus Inc. $109.69 $86.50
-8.01 AMD Advanced Micro Dev. $84.25 $77.50
3.57 SFA Scientific Atlanta $75.31 $78.00
-20.78 TECH Techne Corp. $148.00 $117.25
39.46 SDLI SDL Inc. $294.00 $410.00
8.09 LMS Lamson & Sessions $17.00 $18.38
1.03 ROG Rogers Corp. $36.25 $36.63
10.63 PMCS PMC-Sierra $178.13 $197.06
13.27 IVX IVAX Corp. $42.38 $48.00
-0.33 -1.63 Spark return YTD
-0.90 -7.71 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
12.06 EMC EMC Corp. $77.19 $86.50
-2.42 ERICY Ericsson ADR $20.69 $20.19
-8.33 TXN Texas Instruments $69.00 $63.25
-8.52 GLW Corning Inc. $274.38 $251.00
2.68 JDSU JDS Uniphase $128.19 $131.63
2.08 PHG Koninklijke Philips NV $48.19 $49.19
-49.33 ADCT ADC Telecom. $83.75 $42.44
-3.91 SEBL Siebel Systems $164.63 $158.19
-11.94 ADI Analog Devices $80.06 $70.50
-9.46 XLNX Xilinx Inc. $85.19 $77.13
14.18 9.36 Unemotional Growth return YTD
-8.18 -6.76 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-49.33 ADCT ADC Telecom. $83.75 $42.44
2.68 JDSU JDS Uniphase $128.19 $131.63
24.15 NTAP Network Appliance $82.81 $102.81
-6.47 ORCL Oracle Corp. $80.19 $75.00
-11.96 CDWC CDW Computer Ctrs $66.38 $58.44
-11.21 NSIT Insight Enterprises $58.00 $51.50
10.34 MCRL Micrel Inc. $45.31 $50.00
-16.85 RFMD RF Micro Devices $91.70 $76.25
-2.70 DY Dycom Inds. $46.31 $45.06
-6.29 SFP Salton, Inc. $37.75 $35.38
0.97 SPY S&P500 Trust (Spider) $147.28 $146.84
-0.26 QQQ Nasdaq 100 Index Trust $95.13 $94.50