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 August 7, 2000
Semi-annual Reinvest/Rebalance
5 stock/10 stock
65.95 40.88 PEG26
41.68 38.01 Formula 90
30.63 33.51 Relative Strength - 13 Week
29.90 8.15 Keystone 100
21.80 9.68 Unemotional Growth
16.15 39.05 PEG13
1.85 S&P500 Trust (Spider)
-0.53 5.50 Keystone EPS
-1.34 2.66 Plowback
-2.37 Nasdaq 100 Index Trust
-2.42 0.52 Spark
-2.99 5.50 Keystone
-9.39 42.69 Relative Strength - IBD
-20.04 31.29 Relative Strength - 26 Week
41.68 38.01 Formula 90 return YTD Cost Basis
2.04 5.60 Return since rebalance 7/3/00 Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
26.21 SDLI SDL Inc. $294.00 $371.06
4.28 NEWP Newport Corp. $112.44 $117.25
-0.27 SEBL Siebel Systems $164.63 $164.19
-26.01 TECH Techne Corp. $148.00 $109.50
5.97 ADCT ADC Telecom. $41.88 $44.38
-5.46 JDSU JDS Uniphase $128.19 $121.19
8.38 NTAP Network Appliance $82.81 $89.75
39.20 ITWO i2 Technologies $103.00 $143.38
9.51 PMCS PMC-Sierra $178.13 $195.06
-5.81 PLXS Plexus Corp. $118.25 $111.38
-2.99 5.50 Keystone return YTD
1.52 -0.95 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
5.97 ADCT ADC Telecom. $41.88 $44.38
-16.20 MU Micron Technology $90.25 $75.63
0.05 GLW Corning Inc. $274.38 $274.50
-0.27 SEBL Siebel Systems $164.63 $164.19
18.04 ENE Enron Corp. $68.00 $80.27
-8.04 INTC Intel Corp. $68.44 $62.94
2.10 ORCL Oracle Corp. $80.19 $81.88
-5.46 JDSU JDS Uniphase $128.19 $121.19
-24.44 AMAT Applied Materials $92.56 $69.94
18.75 MER Merrill Lynch & Co. $115.50 $137.16
-0.53 5.50 Keystone EPS return YTD
0.48 -0.95 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
5.97 ADCT ADC Telecom. $41.88 $44.38
-0.27 SEBL Siebel Systems $164.63 $164.19
0.05 GLW Corning Inc. $274.38 $274.50
-5.46 JDSU JDS Uniphase $128.19 $121.19
2.10 ORCL Oracle Corp. $80.19 $81.88
-16.20 MU Micron Technology $90.25 $75.63
18.75 MER Merrill Lynch & Co. $115.50 $137.16
18.04 ENE Enron Corp. $68.00 $80.27
-8.04 INTC Intel Corp. $68.44 $62.94
-24.44 AMAT Applied Materials $92.56 $69.94
29.90 8.15 Keystone 100 return YTD
-6.45 -3.63 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-35.78 RMBS Rambus Inc. $109.69 $70.44
-21.81 AMD Advanced Micro Dev. $84.25 $65.88
-13.38 CIEN Ciena Corp. $171.00 $148.13
12.53 SFA Scientific Atlanta $75.31 $84.75
26.21 SDLI SDL Inc. $294.00 $371.06
9.51 PMCS PMC-Sierra $178.13 $195.06
5.97 ADCT ADC Telecom. $41.88 $44.38
-16.20 MU Micron Technology $90.25 $75.63
0.05 GLW Corning Inc. $274.38 $274.50
-3.38 ALTR Altera Corp. $105.44 $101.88
16.15 39.05 PEG13 return YTD
13.91 1.74 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
13.79 CMX Caremark RX $7.25 $8.25
0.41 AZR Aztar Corp. $15.38 $15.44
1.08 RWY Rent Way Inc. $28.94 $29.25
56.32 DGX Quest Diagnostics $74.13 $115.88
-2.03 CAH Cardinal Health $73.81 $72.31
-24.78 NSIT Insight Enterprises $58.00 $43.63
-18.64 ADAC ADAC Labs. $24.81 $20.19
-21.28 CDWC CDW Computer Ctrs $66.38 $52.25
5.97 ADCT ADC Telecom. $41.88 $44.38
6.55 ALA Alcatel ADR $65.81 $70.13
65.95 40.88 PEG26 return YTD
9.05 4.72 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-21.17 VSH Vishay Intertechnology $39.56 $31.19
25.07 OCA Orthodontic Centers $23.69 $29.63
-22.35 IRF Int'l Rectifier $59.00 $45.81
56.32 DGX Quest Diagnostics $74.13 $115.88
7.36 IMPH IMPATH Inc. $54.31 $58.31
-18.64 ADAC ADAC Labs. $24.81 $20.19
5.46 ALO ALPHARMA Inc. $60.69 $64.00
5.97 ADCT ADC Telecom. $41.88 $44.38
-3.38 ALTR Altera Corp. $105.44 $101.88
12.53 SFA Scientific Atlanta $75.31 $84.75
-1.34 2.66 Plowback return YTD
3.78 2.10 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
9.51 PMCS PMC-Sierra $178.13 $195.06
2.10 ORCL Oracle Corp. $80.19 $81.88
-5.80 PFE Pfizer, Inc. $47.69 $44.92
5.19 RTRSY Reuters ADR $108.63 $114.27
7.90 LLY Lilly (Eli) $98.75 $106.55
-3.51 VRTS VERITAS Software $110.81 $106.92
-0.36 Q Qwest Communic. $51.75 $51.56
16.10 MWD Morgan S. Dean Witter $85.00 $98.69
-15.40 SGP Schering-Plough $50.44 $42.67
5.29 AMGN Amgen $68.50 $72.13
-9.39 42.69 Relative Strength - IBD return YTD
-6.31 3.12 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
26.21 SDLI SDL Inc. $294.00 $371.06
4.28 NEWP Newport Corp. $112.44 $117.25
-35.78 RMBS Rambus Inc. $109.69 $70.44
-0.27 SEBL Siebel Systems $164.63 $164.19
-26.01 TECH Techne Corp. $148.00 $109.50
14.65 BEAS BEA Systems $48.63 $55.75
5.97 ADCT ADC Telecom. $41.88 $44.38
-5.46 JDSU JDS Uniphase $128.19 $121.19
8.38 NTAP Network Appliance $82.81 $89.75
39.20 ITWO i2 Technologies $103.00 $143.38
30.63 33.51 Relative Strength - 13 Week return YTD
10.16 5.21 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
4.28 NEWP Newport Corp. $112.44 $117.25
-26.01 TECH Techne Corp. $148.00 $109.50
56.32 DGX Quest Diagnostics $74.13 $115.88
37.50 LH Laboratory Corp. $78.00 $107.25
-21.28 CDWC CDW Computer Ctrs $66.38 $52.25
-24.78 NSIT Insight Enterprises $58.00 $43.63
23.16 LMS Lamson & Sessions $17.00 $20.94
5.97 ADCT ADC Telecom. $41.88 $44.38
1.08 RWY Rent Way Inc. $28.94 $29.25
-4.13 IVX IVAX Corp. $42.38 $40.63
-20.04 31.29 Relative Strength - 26 Week return YTD
-13.36 -1.36 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
4.28 NEWP Newport Corp. $112.44 $117.25
-35.78 RMBS Rambus Inc. $109.69 $70.44
-21.81 AMD Advanced Micro Dev. $84.25 $65.88
12.53 SFA Scientific Atlanta $75.31 $84.75
-26.01 TECH Techne Corp. $148.00 $109.50
26.21 SDLI SDL Inc. $294.00 $371.06
23.16 LMS Lamson & Sessions $17.00 $20.94
-1.55 ROG Rogers Corp. $36.25 $35.69
9.51 PMCS PMC-Sierra $178.13 $195.06
-4.13 IVX IVAX Corp. $42.38 $40.63
-2.42 0.52 Spark return YTD
-2.98 -5.70 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
16.60 EMC EMC Corp. $77.19 $90.00
-10.88 ERICY Ericsson ADR $20.69 $18.44
-15.22 TXN Texas Instruments $69.00 $58.50
0.05 GLW Corning Inc. $274.38 $274.50
-5.46 JDSU JDS Uniphase $128.19 $121.19
-12.84 PHG Koninklijke Philips NV $48.19 $42.00
5.97 ADCT ADC Telecom. $41.88 $44.38
-0.27 SEBL Siebel Systems $164.63 $164.19
-25.60 ADI Analog Devices $80.06 $59.56
-9.32 XLNX Xilinx Inc. $85.19 $77.25
21.80 9.68 Unemotional Growth return YTD
-2.06 -6.49 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
5.97 ADCT ADC Telecom. $41.88 $44.38
-5.46 JDSU JDS Uniphase $128.19 $121.19
8.38 NTAP Network Appliance $82.81 $89.75
2.10 ORCL Oracle Corp. $80.19 $81.88
-21.28 CDWC CDW Computer Ctrs $66.38 $52.25
-24.78 NSIT Insight Enterprises $58.00 $43.63
7.31 MCRL Micrel Inc. $45.31 $48.63
-22.58 RFMD RF Micro Devices $91.70 $71.00
0.67 DY Dycom Inds. $46.31 $46.63
-15.23 SFP Salton, Inc. $37.75 $32.00
1.85 SPY S&P500 Trust (Spider) $147.28 $148.13
-2.37 QQQ Nasdaq 100 Index Trust $95.13 $92.50