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 28, 2000
Semi-annual Reinvest/Rebalance
5 stock/10 stock
94.94 52.68 PEG26
47.19 52.71 Formula 90
44.67 20.29 Keystone 100
44.22 31.59 Relative Strength - 13 Week
27.53 21.37 Unemotional Growth
18.44 43.14 PEG13
6.11 12.22 Spark
4.36 S&P500 Trust (Spider)
4.22 Nasdaq 100 Index Trust
3.00 13.23 Keystone
2.52 13.23 Keystone EPS
0.67 52.93 Relative Strength - IBD
-2.60 3.23 Plowback
-15.49 34.62 Relative Strength - 26 Week
47.19 52.71 Formula 90 return YTD Cost Basis
6.00 16.84 Return since rebalance 7/3/00 Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
35.37 SDLI SDL Inc. $294.00 $398.00
32.07 NEWP Newport Corp. $112.44 $148.50
13.78 SEBL Siebel Systems $164.63 $187.31
-37.33 TECH Techne Corp. $148.00 $92.75
-13.88 ADCT ADC Telecom. $41.88 $36.06
-3.61 JDSU JDS Uniphase $128.19 $123.56
25.43 NTAP Network Appliance $82.81 $103.88
54.13 ITWO i2 Technologies $103.00 $158.75
34.95 PMCS PMC-Sierra $178.13 $240.38
27.48 PLXS Plexus Corp. $118.25 $150.75
3.00 13.23 Keystone return YTD
7.78 6.31 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-13.88 ADCT ADC Telecom. $41.88 $36.06
-1.04 MU Micron Technology $90.25 $89.31
13.30 GLW Corning Inc. $274.38 $310.88
13.78 SEBL Siebel Systems $164.63 $187.31
26.75 ENE Enron Corp. $68.00 $86.19
7.95 INTC Intel Corp. $68.44 $73.88
8.18 ORCL Oracle Corp. $80.19 $86.75
-3.61 JDSU JDS Uniphase $128.19 $123.56
-10.13 AMAT Applied Materials $92.56 $83.19
21.75 MER Merrill Lynch & Co. $115.50 $140.63
2.52 13.23 Keystone EPS return YTD
3.56 6.31 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-13.88 ADCT ADC Telecom. $41.88 $36.06
13.78 SEBL Siebel Systems $164.63 $187.31
13.30 GLW Corning Inc. $274.38 $310.88
-3.61 JDSU JDS Uniphase $128.19 $123.56
8.18 ORCL Oracle Corp. $80.19 $86.75
-1.04 MU Micron Technology $90.25 $89.31
21.75 MER Merrill Lynch & Co. $115.50 $140.63
26.75 ENE Enron Corp. $68.00 $86.19
7.95 INTC Intel Corp. $68.44 $73.88
-10.13 AMAT Applied Materials $92.56 $83.19
44.67 20.29 Keystone 100 return YTD
4.19 7.19 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-23.42 RMBS Rambus Inc. $109.69 $84.00
-18.55 AMD Advanced Micro Dev. $42.13 $34.31
22.48 CIEN Ciena Corp. $171.00 $209.44
5.06 SFA Scientific Atlanta $75.31 $79.13
35.37 SDLI SDL Inc. $294.00 $398.00
34.95 PMCS PMC-Sierra $178.13 $240.38
-13.88 ADCT ADC Telecom. $41.88 $36.06
-1.04 MU Micron Technology $90.25 $89.31
13.30 GLW Corning Inc. $274.38 $310.88
17.61 ALTR Altera Corp. $52.72 $62.00
18.44 43.14 PEG13 return YTD
16.16 4.73 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
26.72 CMX Caremark RX $7.25 $9.19
-5.28 AZR Aztar Corp. $15.38 $14.56
-18.14 RWY Rent Way Inc. $28.94 $23.69
69.39 DGX Quest Diagnostics $74.13 $125.56
8.13 CAH Cardinal Health $73.81 $79.81
-25.86 NSIT Insight Enterprises $58.00 $43.00
-7.56 ADAC ADAC Labs. $24.81 $22.94
-3.39 CDWC CDW Computer Ctrs $66.38 $64.13
-13.88 ADCT ADC Telecom. $41.88 $36.06
17.19 ALA Alcatel ADR $65.81 $77.13
94.94 52.68 PEG26 return YTD
28.10 13.49 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-1.90 VSH Vishay Intertechnology $39.56 $38.81
27.97 OCA Orthodontic Centers $23.69 $30.31
6.46 IRF Int'l Rectifier $59.00 $62.81
69.39 DGX Quest Diagnostics $74.13 $125.56
38.55 IMPH IMPATH Inc. $54.31 $75.25
-7.56 ADAC ADAC Labs. $24.81 $22.94
-6.80 ALO ALPHARMA Inc. $60.69 $56.56
-13.88 ADCT ADC Telecom. $41.88 $36.06
17.61 ALTR Altera Corp. $52.72 $62.00
5.06 SFA Scientific Atlanta $75.31 $79.13
-2.60 3.23 Plowback return YTD
2.45 2.67 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
34.95 PMCS PMC-Sierra $178.13 $240.38
8.18 ORCL Oracle Corp. $80.19 $86.75
-9.96 PFE Pfizer, Inc. $47.69 $42.94
3.62 RTRSY Reuters ADR $108.63 $112.56
-24.56 LLY Lilly (Eli) $98.75 $74.50
7.16 VRTS VERITAS Software $110.81 $118.75
-1.45 Q Qwest Communic. $51.75 $51.00
20.96 MWD Morgan S. Dean Witter $85.00 $102.81
-19.83 SGP Schering-Plough $50.44 $40.44
7.66 AMGN Amgen $68.50 $73.75
0.67 52.93 Relative Strength - IBD return YTD
4.10 10.52 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
35.37 SDLI SDL Inc. $294.00 $398.00
32.07 NEWP Newport Corp. $112.44 $148.50
-23.42 RMBS Rambus Inc. $109.69 $84.00
13.78 SEBL Siebel Systems $164.63 $187.31
-37.33 TECH Techne Corp. $148.00 $92.75
22.62 BEAS BEA Systems $48.63 $59.63
-13.88 ADCT ADC Telecom. $41.88 $36.06
-3.61 JDSU JDS Uniphase $128.19 $123.56
25.43 NTAP Network Appliance $82.81 $103.88
54.13 ITWO i2 Technologies $103.00 $158.75
44.22 31.59 Relative Strength - 13 Week return YTD
21.62 3.70 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
32.07 NEWP Newport Corp. $112.44 $148.50
-37.33 TECH Techne Corp. $148.00 $92.75
69.39 DGX Quest Diagnostics $74.13 $125.56
47.36 LH Laboratory Corp. $78.00 $114.94
-3.39 CDWC CDW Computer Ctrs $66.38 $64.13
-25.86 NSIT Insight Enterprises $58.00 $43.00
15.07 LMS Lamson & Sessions $17.00 $19.56
-13.88 ADCT ADC Telecom. $41.88 $36.06
-18.14 RWY Rent Way Inc. $28.94 $23.69
-28.32 IVX IVAX Corp. $42.38 $30.38
-15.49 34.62 Relative Strength - 26 Week return YTD
-8.43 1.15 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
32.07 NEWP Newport Corp. $112.44 $148.50
-23.42 RMBS Rambus Inc. $109.69 $84.00
-18.55 AMD Advanced Micro Dev. $42.13 $34.31
5.06 SFA Scientific Atlanta $75.31 $79.13
-37.33 TECH Techne Corp. $148.00 $92.75
35.37 SDLI SDL Inc. $294.00 $398.00
15.07 LMS Lamson & Sessions $17.00 $19.56
-3.45 ROG Rogers Corp. $36.25 $35.00
34.95 PMCS PMC-Sierra $178.13 $240.38
-28.32 IVX IVAX Corp. $42.38 $30.38
6.11 12.22 Spark return YTD
5.50 5.28 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
23.16 EMC EMC Corp. $77.19 $95.06
-4.83 ERICY Ericsson ADR $20.69 $19.69
-0.54 TXN Texas Instruments $69.00 $68.63
13.30 GLW Corning Inc. $274.38 $310.88
-3.61 JDSU JDS Uniphase $128.19 $123.56
2.46 PHG Koninklijke Philips NV $48.19 $49.38
-13.88 ADCT ADC Telecom. $41.88 $36.06
13.78 SEBL Siebel Systems $164.63 $187.31
18.11 ADI Analog Devices $80.06 $94.56
4.84 XLNX Xilinx Inc. $85.19 $89.31
27.53 21.37 Unemotional Growth return YTD
2.55 3.48 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-13.88 ADCT ADC Telecom. $41.88 $36.06
-3.61 JDSU JDS Uniphase $128.19 $123.56
25.43 NTAP Network Appliance $82.81 $103.88
8.18 ORCL Oracle Corp. $80.19 $86.75
-3.39 CDWC CDW Computer Ctrs $66.38 $64.13
-25.86 NSIT Insight Enterprises $58.00 $43.00
57.66 MCRL Micrel Inc. $45.31 $71.44
-7.45 RFMD RF Micro Devices $45.85 $42.44
-1.62 DY Dycom Inds. $46.31 $45.56
-0.66 SFP Salton, Inc. $37.75 $37.50
4.36 SPY S&P500 Trust (Spider) $147.28 $151.78
4.22 QQQ Nasdaq 100 Index Trust $95.13 $98.75