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 31, 2000
Semi-annual Reinvest/Rebalance
5 stock/10 stock
60.50 35.93 PEG26
27.97 29.03 Formula 90
26.52 4.75 Keystone 100
16.17 26.47 Relative Strength - 13 Week
15.09 6.82 Unemotional Growth
13.69 36.85 PEG13
-1.42 S&P500 Trust (Spider)
-4.12 -2.01 Plowback
-5.00 Nasdaq 100 Index Trust
-5.90 -1.94 Spark
-9.02 1.13 Keystone EPS
-9.76 1.13 Keystone
-17.31 29.86 Relative Strength - IBD
-24.51 26.75 Relative Strength - 26 Week
27.97 29.03 Formula 90 return YTD Cost Basis
-7.84 -1.28 Return since rebalance 7/3/00 Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
18.05 SDLI SDL Inc. $294.00 $347.06
-12.95 NEWP Newport Corp. $112.44 $97.88
-11.92 SEBL Siebel Systems $164.63 $145.00
-32.52 TECH Techne Corp. $148.00 $99.88
0.15 ADCT ADC Telecom. $41.88 $41.94
-7.85 JDSU JDS Uniphase $128.19 $118.13
4.08 NTAP Network Appliance $82.81 $86.19
25.97 ITWO i2 Technologies $103.00 $129.75
8.84 PMCS PMC-Sierra $178.13 $193.88
-4.60 PLXS Plexus Corp. $118.25 $112.81
-9.76 1.13 Keystone return YTD
-5.56 -5.05 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
0.15 ADCT ADC Telecom. $41.88 $41.94
-9.70 MU Micron Technology $90.25 $81.50
-14.62 GLW Corning Inc. $274.38 $234.25
-11.92 SEBL Siebel Systems $164.63 $145.00
8.27 ENE Enron Corp. $68.00 $73.63
-2.47 INTC Intel Corp. $68.44 $66.75
-6.24 ORCL Oracle Corp. $80.19 $75.19
-7.85 JDSU JDS Uniphase $128.19 $118.13
-18.03 AMAT Applied Materials $92.56 $75.88
11.85 MER Merrill Lynch & Co. $115.50 $129.19
-9.02 1.13 Keystone EPS return YTD
-8.10 -5.05 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
0.15 ADCT ADC Telecom. $41.88 $41.94
-11.92 SEBL Siebel Systems $164.63 $145.00
-14.62 GLW Corning Inc. $274.38 $234.25
-7.85 JDSU JDS Uniphase $128.19 $118.13
-6.24 ORCL Oracle Corp. $80.19 $75.19
-9.70 MU Micron Technology $90.25 $81.50
11.85 MER Merrill Lynch & Co. $115.50 $129.19
8.27 ENE Enron Corp. $68.00 $73.63
-2.47 INTC Intel Corp. $68.44 $66.75
-18.03 AMAT Applied Materials $92.56 $75.88
26.52 4.75 Keystone 100 return YTD
-8.88 -6.66 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-33.16 RMBS Rambus Inc. $109.69 $73.31
-14.39 AMD Advanced Micro Dev. $84.25 $72.13
-16.89 CIEN Ciena Corp. $171.00 $142.13
1.99 SFA Scientific Atlanta $75.31 $76.81
18.05 SDLI SDL Inc. $294.00 $347.06
8.84 PMCS PMC-Sierra $178.13 $193.88
0.15 ADCT ADC Telecom. $41.88 $41.94
-9.70 MU Micron Technology $90.25 $81.50
-14.62 GLW Corning Inc. $274.38 $234.25
-6.88 ALTR Altera Corp. $105.44 $98.19
13.69 36.85 PEG13 return YTD
11.50 0.12 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
15.52 CMX Caremark RX $7.25 $8.38
-1.22 AZR Aztar Corp. $15.38 $15.19
7.13 RWY Rent Way Inc. $28.94 $31.00
36.59 DGX Quest Diagnostics $74.13 $101.25
-0.51 CAH Cardinal Health $73.81 $73.44
-20.26 NSIT Insight Enterprises $58.00 $46.25
-20.15 ADAC ADAC Labs. $24.81 $19.81
-27.40 CDWC CDW Computer Ctrs $66.38 $48.19
0.15 ADCT ADC Telecom. $41.88 $41.94
11.40 ALA Alcatel ADR $65.81 $73.31
60.50 35.93 PEG26 return YTD
5.46 1.04 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-21.64 VSH Vishay Intertechnology $39.56 $31.00
8.71 OCA Orthodontic Centers $23.69 $25.75
-6.46 IRF Int'l Rectifier $59.00 $55.19
36.59 DGX Quest Diagnostics $74.13 $101.25
10.13 IMPH IMPATH Inc. $54.31 $59.81
-20.15 ADAC ADAC Labs. $24.81 $19.81
7.93 ALO ALPHARMA Inc. $60.69 $65.50
0.15 ADCT ADC Telecom. $41.88 $41.94
-6.88 ALTR Altera Corp. $105.44 $98.19
1.99 SFA Scientific Atlanta $75.31 $76.81
-4.12 -2.01 Plowback return YTD
0.86 -2.54 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
8.84 PMCS PMC-Sierra $178.13 $193.88
-6.24 ORCL Oracle Corp. $80.19 $75.19
-9.44 PFE Pfizer, Inc. $47.69 $43.19
5.87 RTRSY Reuters ADR $108.63 $115.00
5.25 LLY Lilly (Eli) $98.75 $103.94
-8.01 VRTS VERITAS Software $110.81 $101.94
-9.30 Q Qwest Communic. $51.75 $46.94
7.21 MWD Morgan S. Dean Witter $85.00 $91.13
-14.37 SGP Schering-Plough $50.44 $43.19
-5.20 AMGN Amgen $68.50 $64.94
-17.31 29.86 Relative Strength - IBD return YTD
-14.50 -6.16 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
18.05 SDLI SDL Inc. $294.00 $347.06
-12.95 NEWP Newport Corp. $112.44 $97.88
-33.16 RMBS Rambus Inc. $109.69 $73.31
-11.92 SEBL Siebel Systems $164.63 $145.00
-32.52 TECH Techne Corp. $148.00 $99.88
-11.44 BEAS BEA Systems $48.63 $43.06
0.15 ADCT ADC Telecom. $41.88 $41.94
-7.85 JDSU JDS Uniphase $128.19 $118.13
4.08 NTAP Network Appliance $82.81 $86.19
25.97 ITWO i2 Technologies $103.00 $129.75
16.17 26.47 Relative Strength - 13 Week return YTD
-2.03 -0.34 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-12.95 NEWP Newport Corp. $112.44 $97.88
-32.52 TECH Techne Corp. $148.00 $99.88
36.59 DGX Quest Diagnostics $74.13 $101.25
26.12 LH Laboratory Corp. $78.00 $98.38
-27.40 CDWC CDW Computer Ctrs $66.38 $48.19
-20.26 NSIT Insight Enterprises $58.00 $46.25
3.68 LMS Lamson & Sessions $17.00 $17.63
0.15 ADCT ADC Telecom. $41.88 $41.94
7.13 RWY Rent Way Inc. $28.94 $31.00
16.08 IVX IVAX Corp. $42.38 $49.19
-24.51 26.75 Relative Strength - 26 Week return YTD
-18.21 -4.77 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-12.95 NEWP Newport Corp. $112.44 $97.88
-33.16 RMBS Rambus Inc. $109.69 $73.31
-14.39 AMD Advanced Micro Dev. $84.25 $72.13
1.99 SFA Scientific Atlanta $75.31 $76.81
-32.52 TECH Techne Corp. $148.00 $99.88
18.05 SDLI SDL Inc. $294.00 $347.06
3.68 LMS Lamson & Sessions $17.00 $17.63
-3.28 ROG Rogers Corp. $36.25 $35.06
8.84 PMCS PMC-Sierra $178.13 $193.88
16.08 IVX IVAX Corp. $42.38 $49.19
-5.90 -1.94 Spark return YTD
-6.44 -8.00 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
10.61 EMC EMC Corp. $77.19 $85.38
-5.14 ERICY Ericsson ADR $20.69 $19.63
-15.22 TXN Texas Instruments $69.00 $58.50
-14.62 GLW Corning Inc. $274.38 $234.25
-7.85 JDSU JDS Uniphase $128.19 $118.13
-7.39 PHG Koninklijke Philips NV $48.19 $44.63
0.15 ADCT ADC Telecom. $41.88 $41.94
-11.92 SEBL Siebel Systems $164.63 $145.00
-16.71 ADI Analog Devices $80.06 $66.69
-11.89 XLNX Xilinx Inc. $85.19 $75.06
15.09 6.82 Unemotional Growth return YTD
-7.45 -8.93 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
0.15 ADCT ADC Telecom. $41.88 $41.94
-7.85 JDSU JDS Uniphase $128.19 $118.13
4.08 NTAP Network Appliance $82.81 $86.19
-6.24 ORCL Oracle Corp. $80.19 $75.19
-27.40 CDWC CDW Computer Ctrs $66.38 $48.19
-20.26 NSIT Insight Enterprises $58.00 $46.25
10.48 MCRL Micrel Inc. $45.31 $50.06
-17.67 RFMD RF Micro Devices $91.70 $75.50
-7.69 DY Dycom Inds. $46.31 $42.75
-16.89 SFP Salton, Inc. $37.75 $31.38
-1.42 SPY S&P500 Trust (Spider) $147.28 $143.38
-5.00 QQQ Nasdaq 100 Index Trust $95.13 $90.02