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 21, 2000
Semi-annual Reinvest/Rebalance
5 stock/10 stock
80.15 46.68 PEG26
46.78 46.61 Formula 90
42.07 19.15 Keystone 100
34.65 33.80 Relative Strength - 13 Week
26.02 16.50 Unemotional Growth
16.17 41.37 PEG13
4.46 11.50 Spark
3.73 13.11 Keystone
3.42 S&P500 Trust (Spider)
2.35 13.11 Keystone EPS
1.04 Nasdaq 100 Index Trust
-1.96 48.09 Relative Strength - IBD
-3.96 -0.16 Plowback
-17.21 35.93 Relative Strength - 26 Week
46.78 46.61 Formula 90 return YTD Cost Basis
5.71 12.18 Return since rebalance 7/3/2000 Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
38.95 SDLI SDL Inc. $294.00 $408.50
30.74 NEWP Newport Corp. $112.44 $147.00
6.80 SEBL Siebel Systems $164.63 $175.81
-48.40 TECH Techne Corp. $148.00 $76.38
0.45 ADCT ADC Telecom. $41.88 $42.06
-2.97 JDSU JDS Uniphase $128.19 $124.38
15.17 NTAP Network Appliance $82.81 $95.38
40.66 ITWO i2 Technologies $103.00 $144.88
26.25 PMCS PMC-Sierra $178.13 $224.88
14.16 PLXS Plexus Corp. $118.25 $135.00
3.73 13.11 Keystone return YTD
8.55 6.19 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
0.45 ADCT ADC Telecom. $41.88 $42.06
-2.29 MU Micron Technology $90.25 $88.19
8.91 GLW Corning Inc. $274.38 $298.81
6.80 SEBL Siebel Systems $164.63 $175.81
28.86 ENE Enron Corp. $68.00 $87.63
5.30 INTC Intel Corp. $68.44 $72.06
3.74 ORCL Oracle Corp. $80.19 $83.19
-2.97 JDSU JDS Uniphase $128.19 $124.38
-12.02 AMAT Applied Materials $92.56 $81.44
25.11 MER Merrill Lynch & Co. $115.50 $144.50
2.35 13.11 Keystone EPS return YTD
3.38 6.19 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
0.45 ADCT ADC Telecom. $41.88 $42.06
6.80 SEBL Siebel Systems $164.63 $175.81
8.91 GLW Corning Inc. $274.38 $298.81
-2.97 JDSU JDS Uniphase $128.19 $124.38
3.74 ORCL Oracle Corp. $80.19 $83.19
-2.29 MU Micron Technology $90.25 $88.19
25.11 MER Merrill Lynch & Co. $115.50 $144.50
28.86 ENE Enron Corp. $68.00 $87.63
5.30 INTC Intel Corp. $68.44 $72.06
-12.02 AMAT Applied Materials $92.56 $81.44
42.07 19.15 Keystone 100 return YTD
2.32 6.17 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-21.20 RMBS Rambus Inc. $109.69 $86.44
-18.84 AMD Advanced Micro Dev. $84.25 $68.38
6.47 CIEN Ciena Corp. $171.00 $182.06
6.22 SFA Scientific Atlanta $75.31 $80.00
38.95 SDLI SDL Inc. $294.00 $408.50
26.25 PMCS PMC-Sierra $178.13 $224.88
0.45 ADCT ADC Telecom. $41.88 $42.06
-2.29 MU Micron Technology $90.25 $88.19
8.91 GLW Corning Inc. $274.38 $298.81
16.78 ALTR Altera Corp. $52.72 $61.56
16.17 41.37 PEG13 return YTD
13.94 3.44 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
14.66 CMX Caremark RX $7.25 $8.31
-2.44 AZR Aztar Corp. $15.38 $15.00
0.86 RWY Rent Way Inc. $28.94 $29.19
50.42 DGX Quest Diagnostics $74.13 $111.50
6.18 CAH Cardinal Health $73.81 $78.38
-26.08 NSIT Insight Enterprises $58.00 $42.88
-13.85 ADAC ADAC Labs. $24.81 $21.38
-9.70 CDWC CDW Computer Ctrs $66.38 $59.94
0.45 ADCT ADC Telecom. $41.88 $42.06
13.87 ALA Alcatel ADR $65.81 $74.94
80.15 46.68 PEG26 return YTD
18.38 9.03 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-4.58 VSH Vishay Intertechnology $39.56 $37.75
25.86 OCA Orthodontic Centers $23.69 $29.81
-4.56 IRF Int'l Rectifier $59.00 $56.31
50.42 DGX Quest Diagnostics $74.13 $111.50
24.74 IMPH IMPATH Inc. $54.31 $67.75
-13.85 ADAC ADAC Labs. $24.81 $21.38
-11.23 ALO ALPHARMA Inc. $60.69 $53.88
0.45 ADCT ADC Telecom. $41.88 $42.06
16.78 ALTR Altera Corp. $52.72 $61.56
6.22 SFA Scientific Atlanta $75.31 $80.00
-3.96 -0.16 Plowback return YTD
1.02 -0.70 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
26.25 PMCS PMC-Sierra $178.13 $224.88
3.74 ORCL Oracle Corp. $80.19 $83.19
-8.91 PFE Pfizer, Inc. $47.69 $43.44
5.87 RTRSY Reuters ADR $108.63 $115.00
-21.84 LLY Lilly (Eli) $98.75 $77.19
-1.75 VRTS VERITAS Software $110.81 $108.88
-10.75 Q Qwest Communic. $51.75 $46.19
19.85 MWD Morgan S. Dean Witter $85.00 $101.88
-17.60 SGP Schering-Plough $50.44 $41.56
-1.82 AMGN Amgen $68.50 $67.25
-1.96 48.09 Relative Strength - IBD return YTD
1.38 7.01 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
38.95 SDLI SDL Inc. $294.00 $408.50
30.74 NEWP Newport Corp. $112.44 $147.00
-21.20 RMBS Rambus Inc. $109.69 $86.44
6.80 SEBL Siebel Systems $164.63 $175.81
-48.40 TECH Techne Corp. $148.00 $76.38
9.96 BEAS BEA Systems $48.63 $53.47
0.45 ADCT ADC Telecom. $41.88 $42.06
-2.97 JDSU JDS Uniphase $128.19 $124.38
15.17 NTAP Network Appliance $82.81 $95.38
40.66 ITWO i2 Technologies $103.00 $144.88
34.65 33.80 Relative Strength - 13 Week return YTD
13.56 5.44 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
30.74 NEWP Newport Corp. $112.44 $147.00
-48.40 TECH Techne Corp. $148.00 $76.38
50.42 DGX Quest Diagnostics $74.13 $111.50
44.71 LH Laboratory Corp. $78.00 $112.88
-9.70 CDWC CDW Computer Ctrs $66.38 $59.94
-26.08 NSIT Insight Enterprises $58.00 $42.88
41.18 LMS Lamson & Sessions $17.00 $24.00
0.45 ADCT ADC Telecom. $41.88 $42.06
0.86 RWY Rent Way Inc. $28.94 $29.19
-29.79 IVX IVAX Corp. $42.38 $29.75
-17.21 35.93 Relative Strength - 26 Week return YTD
-10.29 2.13 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
30.74 NEWP Newport Corp. $112.44 $147.00
-21.20 RMBS Rambus Inc. $109.69 $86.44
-18.84 AMD Advanced Micro Dev. $84.25 $68.38
6.22 SFA Scientific Atlanta $75.31 $80.00
-48.40 TECH Techne Corp. $148.00 $76.38
38.95 SDLI SDL Inc. $294.00 $408.50
41.18 LMS Lamson & Sessions $17.00 $24.00
-3.79 ROG Rogers Corp. $36.25 $34.88
26.25 PMCS PMC-Sierra $178.13 $224.88
-29.79 IVX IVAX Corp. $42.38 $29.75
4.46 11.50 Spark return YTD
3.86 4.61 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
20.49 EMC EMC Corp. $77.19 $93.00
-4.83 ERICY Ericsson ADR $20.69 $19.69
-2.26 TXN Texas Instruments $69.00 $67.44
8.91 GLW Corning Inc. $274.38 $298.81
-2.97 JDSU JDS Uniphase $128.19 $124.38
-0.13 PHG Koninklijke Philips NV $48.19 $48.13
0.45 ADCT ADC Telecom. $41.88 $42.06
6.80 SEBL Siebel Systems $164.63 $175.81
17.72 ADI Analog Devices $80.06 $94.25
1.91 XLNX Xilinx Inc. $85.19 $86.81
26.02 16.50 Unemotional Growth return YTD
1.34 -0.67 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
0.45 ADCT ADC Telecom. $41.88 $42.06
-2.97 JDSU JDS Uniphase $128.19 $124.38
15.17 NTAP Network Appliance $82.81 $95.38
3.74 ORCL Oracle Corp. $80.19 $83.19
-9.70 CDWC CDW Computer Ctrs $66.38 $59.94
-26.08 NSIT Insight Enterprises $58.00 $42.88
41.93 MCRL Micrel Inc. $45.31 $64.31
-20.60 RFMD RF Micro Devices $91.70 $72.81
3.24 DY Dycom Inds. $46.31 $47.81
-11.92 SFP Salton, Inc. $37.75 $33.25
3.42 SPY S&P500 Trust (Spider) $147.28 $150.41
1.04 QQQ Nasdaq 100 Index Trust $95.13 $95.73