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 14, 2000
Semi-annual Reinvest/Rebalance
5 stock/10 stock
64.73 38.74 PEG26
38.72 40.89 Formula 90
32.05 11.86 Keystone 100
27.88 33.75 Relative Strength - 13 Week
23.24 11.73 Unemotional Growth
14.75 38.48 PEG13
2.79 S&P500 Trust (Spider)
0.34 5.59 Spark
-0.20 8.51 Keystone EPS
-0.61 8.51 Keystone
-1.98 Nasdaq 100 Index Trust
-5.43 -0.89 Plowback
-9.71 42.10 Relative Strength - IBD
-21.84 33.30 Relative Strength - 26 Week
38.72 40.89 Formula 90 return YTD Cost Basis
-0.10 7.80 Return since rebalance 7/3/2000 Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
25.40 SDLI SDL Inc. $294.00 $368.69
9.95 NEWP Newport Corp. $112.44 $123.63
2.20 SEBL Siebel Systems $164.63 $168.25
-40.88 TECH Techne Corp. $148.00 $87.50
2.84 ADCT ADC Telecom. $41.88 $43.06
-6.19 JDSU JDS Uniphase $128.19 $120.25
9.58 NTAP Network Appliance $82.81 $90.75
50.12 ITWO i2 Technologies $103.00 $154.63
19.68 PMCS PMC-Sierra $178.13 $213.19
5.29 PLXS Plexus Corp. $118.25 $124.50
-0.61 8.51 Keystone return YTD
4.00 1.87 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2.84 ADCT ADC Telecom. $41.88 $43.06
-11.01 MU Micron Technology $90.25 $80.31
2.46 GLW Corning Inc. $274.38 $281.13
2.20 SEBL Siebel Systems $164.63 $168.25
23.53 ENE Enron Corp. $68.00 $84.00
-2.19 INTC Intel Corp. $68.44 $66.94
2.73 ORCL Oracle Corp. $80.19 $82.38
-6.19 JDSU JDS Uniphase $128.19 $120.25
-19.18 AMAT Applied Materials $92.56 $74.81
23.48 MER Merrill Lynch & Co. $115.50 $142.63
-0.20 8.51 Keystone EPS return YTD
0.81 1.87 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2.84 ADCT ADC Telecom. $41.88 $43.06
2.20 SEBL Siebel Systems $164.63 $168.25
2.46 GLW Corning Inc. $274.38 $281.13
-6.19 JDSU JDS Uniphase $128.19 $120.25
2.73 ORCL Oracle Corp. $80.19 $82.38
-11.01 MU Micron Technology $90.25 $80.31
23.48 MER Merrill Lynch & Co. $115.50 $142.63
23.53 ENE Enron Corp. $68.00 $84.00
-2.19 INTC Intel Corp. $68.44 $66.94
-19.18 AMAT Applied Materials $92.56 $74.81
32.05 11.86 Keystone 100 return YTD
-4.90 -0.32 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-29.86 RMBS Rambus Inc. $109.69 $76.94
-25.22 AMD Advanced Micro Dev. $84.25 $63.00
-4.28 CIEN Ciena Corp. $171.00 $163.69
9.46 SFA Scientific Atlanta $75.31 $82.44
25.40 SDLI SDL Inc. $294.00 $368.69
19.68 PMCS PMC-Sierra $178.13 $213.19
2.84 ADCT ADC Telecom. $41.88 $43.06
-11.01 MU Micron Technology $90.25 $80.31
2.46 GLW Corning Inc. $274.38 $281.13
7.29 ALTR Altera Corp. $52.72 $56.56
14.75 38.48 PEG13 return YTD
12.54 1.32 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
15.52 CMX Caremark RX $7.25 $8.38
-1.63 AZR Aztar Corp. $15.38 $15.13
3.46 RWY Rent Way Inc. $28.94 $29.94
44.35 DGX Quest Diagnostics $74.13 $107.00
1.02 CAH Cardinal Health $73.81 $74.56
-25.32 NSIT Insight Enterprises $58.00 $43.31
-24.69 ADAC ADAC Labs. $24.81 $18.69
-13.47 CDWC CDW Computer Ctrs $66.38 $57.44
2.84 ADCT ADC Telecom. $41.88 $43.06
11.11 ALA Alcatel ADR $65.81 $73.13
64.73 38.74 PEG26 return YTD
8.25 3.13 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-15.32 VSH Vishay Intertechnology $39.56 $33.50
25.07 OCA Orthodontic Centers $23.69 $29.63
-13.67 IRF Int'l Rectifier $59.00 $50.94
44.35 DGX Quest Diagnostics $74.13 $107.00
0.81 IMPH IMPATH Inc. $54.31 $54.75
-24.69 ADAC ADAC Labs. $24.81 $18.69
-4.84 ALO ALPHARMA Inc. $60.69 $57.75
2.84 ADCT ADC Telecom. $41.88 $43.06
7.29 ALTR Altera Corp. $52.72 $56.56
9.46 SFA Scientific Atlanta $75.31 $82.44
-5.43 -0.89 Plowback return YTD
-0.53 -1.43 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
19.68 PMCS PMC-Sierra $178.13 $213.19
2.73 ORCL Oracle Corp. $80.19 $82.38
-10.35 PFE Pfizer, Inc. $47.69 $42.75
6.50 RTRSY Reuters ADR $108.63 $115.69
-21.20 LLY Lilly (Eli) $98.75 $77.81
-11.34 VRTS VERITAS Software $110.81 $98.25
-3.74 Q Qwest Communic. $51.75 $49.81
22.43 MWD Morgan S. Dean Witter $85.00 $104.06
-20.32 SGP Schering-Plough $50.44 $40.19
1.37 AMGN Amgen $68.50 $69.44
-9.71 42.10 Relative Strength - IBD return YTD
-6.64 2.69 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
25.40 SDLI SDL Inc. $294.00 $368.69
9.95 NEWP Newport Corp. $112.44 $123.63
-29.86 RMBS Rambus Inc. $109.69 $76.94
2.20 SEBL Siebel Systems $164.63 $168.25
-40.88 TECH Techne Corp. $148.00 $87.50
3.73 BEAS BEA Systems $48.63 $50.44
2.84 ADCT ADC Telecom. $41.88 $43.06
-6.19 JDSU JDS Uniphase $128.19 $120.25
9.58 NTAP Network Appliance $82.81 $90.75
50.12 ITWO i2 Technologies $103.00 $154.63
27.88 33.75 Relative Strength - 13 Week return YTD
7.84 5.40 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
9.95 NEWP Newport Corp. $112.44 $123.63
-40.88 TECH Techne Corp. $148.00 $87.50
44.35 DGX Quest Diagnostics $74.13 $107.00
39.26 LH Laboratory Corp. $78.00 $108.63
-13.47 CDWC CDW Computer Ctrs $66.38 $57.44
-25.32 NSIT Insight Enterprises $58.00 $43.31
33.82 LMS Lamson & Sessions $17.00 $22.75
2.84 ADCT ADC Telecom. $41.88 $43.06
3.46 RWY Rent Way Inc. $28.94 $29.94
0.00 IVX IVAX Corp. $42.38 $42.38
-21.84 33.30 Relative Strength - 26 Week return YTD
-15.31 0.15 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
9.95 NEWP Newport Corp. $112.44 $123.63
-29.86 RMBS Rambus Inc. $109.69 $76.94
-25.22 AMD Advanced Micro Dev. $84.25 $63.00
9.46 SFA Scientific Atlanta $75.31 $82.44
-40.88 TECH Techne Corp. $148.00 $87.50
25.40 SDLI SDL Inc. $294.00 $368.69
33.82 LMS Lamson & Sessions $17.00 $22.75
-0.86 ROG Rogers Corp. $36.25 $35.94
19.68 PMCS PMC-Sierra $178.13 $213.19
0.00 IVX IVAX Corp. $42.38 $42.38
0.34 5.59 Spark return YTD
-0.23 -0.93 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
16.52 EMC EMC Corp. $77.19 $89.94
-6.34 ERICY Ericsson ADR $20.69 $19.38
-7.61 TXN Texas Instruments $69.00 $63.75
2.46 GLW Corning Inc. $274.38 $281.13
-6.19 JDSU JDS Uniphase $128.19 $120.25
-5.45 PHG Koninklijke Philips NV $48.19 $45.56
2.84 ADCT ADC Telecom. $41.88 $43.06
2.20 SEBL Siebel Systems $164.63 $168.25
-4.76 ADI Analog Devices $80.06 $76.25
-3.01 XLNX Xilinx Inc. $85.19 $82.63
23.24 11.73 Unemotional Growth return YTD
-0.90 -4.75 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2.84 ADCT ADC Telecom. $41.88 $43.06
-6.19 JDSU JDS Uniphase $128.19 $120.25
9.58 NTAP Network Appliance $82.81 $90.75
2.73 ORCL Oracle Corp. $80.19 $82.38
-13.47 CDWC CDW Computer Ctrs $66.38 $57.44
-25.32 NSIT Insight Enterprises $58.00 $43.31
16.14 MCRL Micrel Inc. $45.31 $52.63
-24.76 RFMD RF Micro Devices $91.70 $69.00
1.75 DY Dycom Inds. $46.31 $47.13
-10.76 SFP Salton, Inc. $37.75 $33.69
2.79 SPY S&P500 Trust (Spider) $147.28 $149.50
-1.98 QQQ Nasdaq 100 Index Trust $95.13 $92.88