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 September 5, 2000
Semi-annual Reinvest/Rebalance
5 stock/10 stock
98.77 51.36 PEG26
54.50 43.49 Relative Strength - 13 Week
51.18 57.36 Formula 90
40.27 17.23 Keystone 100
35.77 30.10 Unemotional Growth
25.12 53.16 PEG13
7.20 14.11 Spark
5.82 13.47 Keystone EPS
5.15 Nasdaq 100 Index Trust
4.00 S&P500 Trust (Spider)
3.42 13.47 Keystone
1.51 59.87 Relative Strength - IBD
-2.10 3.99 Plowback
-16.45 36.56 Relative Strength - 26 Week
51.18 57.36 Formula 90 return YTD Cost Basis
8.88 20.40 Return since rebalance 7/3/00 Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
31.02 SDLI SDL Inc. $294.00 $385.19
39.52 NEWP Newport Corp. $112.44 $156.88
18.30 SEBL Siebel Systems $164.63 $194.75
-34.46 TECH Techne Corp. $148.00 $97.00
-10.00 ADCT ADC Telecom. $41.88 $37.69
-6.87 JDSU JDS Uniphase $128.19 $119.38
36.38 NTAP Network Appliance $82.81 $112.94
70.13 ITWO i2 Technologies $103.00 $175.23
31.16 PMCS PMC-Sierra $178.13 $233.63
28.86 PLXS Plexus Corp. $59.13 $76.19
3.42 13.47 Keystone return YTD
8.23 6.52 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-10.00 ADCT ADC Telecom. $41.88 $37.69
-13.09 MU Micron Technology $90.25 $78.44
19.45 GLW Corning Inc. $274.38 $327.75
18.30 SEBL Siebel Systems $164.63 $194.75
26.47 ENE Enron Corp. $68.00 $86.00
1.19 INTC Intel Corp. $68.44 $69.25
13.56 ORCL Oracle Corp. $80.19 $91.06
-6.87 JDSU JDS Uniphase $128.19 $119.38
-8.78 AMAT Applied Materials $92.56 $84.44
25.00 MER Merrill Lynch & Co. $57.75 $72.19
5.82 13.47 Keystone EPS return YTD
6.89 6.52 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-10.00 ADCT ADC Telecom. $41.88 $37.69
18.30 SEBL Siebel Systems $164.63 $194.75
19.45 GLW Corning Inc. $274.38 $327.75
-6.87 JDSU JDS Uniphase $128.19 $119.38
13.56 ORCL Oracle Corp. $80.19 $91.06
-13.09 MU Micron Technology $90.25 $78.44
25.00 MER Merrill Lynch & Co. $57.75 $72.19
26.47 ENE Enron Corp. $68.00 $86.00
1.19 INTC Intel Corp. $68.44 $69.25
-8.78 AMAT Applied Materials $92.56 $84.44
40.27 17.23 Keystone 100 return YTD
1.02 4.47 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-29.57 RMBS Rambus Inc. $109.69 $77.25
-17.95 AMD Advanced Micro Dev. $42.13 $34.56
26.51 CIEN Ciena Corp. $171.00 $216.33
-4.90 SFA Scientific Atlanta $75.31 $71.63
31.02 SDLI SDL Inc. $294.00 $385.19
31.16 PMCS PMC-Sierra $178.13 $233.63
-10.00 ADCT ADC Telecom. $41.88 $37.69
-13.09 MU Micron Technology $90.25 $78.44
19.45 GLW Corning Inc. $274.38 $327.75
12.03 ALTR Altera Corp. $52.72 $59.06
25.12 53.16 PEG13 return YTD
22.71 12.06 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
38.79 CMX Caremark RX $7.25 $10.06
-3.66 AZR Aztar Corp. $15.38 $14.81
-10.58 RWY Rent Way Inc. $28.94 $25.88
74.70 DGX Quest Diagnostics $74.13 $129.50
14.31 CAH Cardinal Health $73.81 $84.38
-10.67 NSIT Insight Enterprises $58.00 $51.81
-11.34 ADAC ADAC Labs. $24.81 $22.00
12.81 CDWC CDW Computer Ctrs $66.38 $74.88
-10.00 ADCT ADC Telecom. $41.88 $37.69
26.21 ALA Alcatel ADR $65.81 $83.06
98.77 51.36 PEG26 return YTD
30.61 12.51 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1.11 VSH Vishay Intertechnology $39.56 $40.00
42.74 OCA Orthodontic Centers $23.69 $33.81
4.24 IRF Int'l Rectifier $59.00 $61.50
74.70 DGX Quest Diagnostics $74.13 $129.50
30.26 IMPH IMPATH Inc. $27.16 $35.38
-11.34 ADAC ADAC Labs. $24.81 $22.00
-13.80 ALO ALPHARMA Inc. $60.69 $52.31
-10.00 ADCT ADC Telecom. $41.88 $37.69
12.03 ALTR Altera Corp. $52.72 $59.06
-4.90 SFA Scientific Atlanta $75.31 $71.63
-2.10 3.99 Plowback return YTD
2.98 3.43 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
31.16 PMCS PMC-Sierra $178.13 $233.63
13.56 ORCL Oracle Corp. $80.19 $91.06
-14.42 PFE Pfizer, Inc. $47.69 $40.81
13.69 RTRSY Reuters ADR $108.63 $123.50
-29.11 LLY Lilly (Eli) $98.75 $70.00
9.98 VRTS VERITAS Software $110.81 $121.88
-0.48 Q Qwest Communic. $51.75 $51.50
25.66 MWD Morgan S. Dean Witter $85.00 $106.81
-21.56 SGP Schering-Plough $50.44 $39.56
5.84 AMGN Amgen $68.50 $72.50
1.51 59.87 Relative Strength - IBD return YTD
4.96 15.53 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
31.02 SDLI SDL Inc. $294.00 $385.19
39.52 NEWP Newport Corp. $112.44 $156.88
-29.57 RMBS Rambus Inc. $109.69 $77.25
18.30 SEBL Siebel Systems $164.63 $194.75
-34.46 TECH Techne Corp. $148.00 $97.00
40.87 BEAS BEA Systems $48.63 $68.50
-10.00 ADCT ADC Telecom. $41.88 $37.69
-6.87 JDSU JDS Uniphase $128.19 $119.38
36.38 NTAP Network Appliance $82.81 $112.94
70.13 ITWO i2 Technologies $103.00 $175.23
54.50 43.49 Relative Strength - 13 Week return YTD
30.29 13.07 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
39.52 NEWP Newport Corp. $112.44 $156.88
-34.46 TECH Techne Corp. $148.00 $97.00
74.70 DGX Quest Diagnostics $74.13 $129.50
58.89 LH Laboratory Corp. $78.00 $123.94
12.81 CDWC CDW Computer Ctrs $66.38 $74.88
-10.67 NSIT Insight Enterprises $58.00 $51.81
36.76 LMS Lamson & Sessions $17.00 $23.25
-10.00 ADCT ADC Telecom. $41.88 $37.69
-10.58 RWY Rent Way Inc. $28.94 $25.88
-26.25 IVX IVAX Corp. $42.38 $31.25
-16.45 36.56 Relative Strength - 26 Week return YTD
-9.47 2.60 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
39.52 NEWP Newport Corp. $112.44 $156.88
-29.57 RMBS Rambus Inc. $109.69 $77.25
-17.95 AMD Advanced Micro Dev. $42.13 $34.56
-4.90 SFA Scientific Atlanta $75.31 $71.63
-34.46 TECH Techne Corp. $148.00 $97.00
31.02 SDLI SDL Inc. $294.00 $385.19
36.76 LMS Lamson & Sessions $17.00 $23.25
0.69 ROG Rogers Corp. $36.25 $36.50
31.16 PMCS PMC-Sierra $178.13 $233.63
-26.25 IVX IVAX Corp. $42.38 $31.25
7.20 14.11 Spark return YTD
6.58 7.05 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
25.51 EMC EMC Corp. $77.19 $96.88
-0.91 ERICY Ericsson ADR $20.69 $20.50
-4.26 TXN Texas Instruments $69.00 $66.06
19.45 GLW Corning Inc. $274.38 $327.75
-6.87 JDSU JDS Uniphase $128.19 $119.38
4.54 PHG Koninklijke Philips NV $48.19 $50.38
-10.00 ADCT ADC Telecom. $41.88 $37.69
18.30 SEBL Siebel Systems $164.63 $194.75
20.22 ADI Analog Devices $80.06 $96.25
4.55 XLNX Xilinx Inc. $85.19 $89.06
35.77 30.10 Unemotional Growth return YTD
9.17 10.92 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-10.00 ADCT ADC Telecom. $41.88 $37.69
-6.87 JDSU JDS Uniphase $128.19 $119.38
36.38 NTAP Network Appliance $82.81 $112.94
13.56 ORCL Oracle Corp. $80.19 $91.06
12.81 CDWC CDW Computer Ctrs $66.38 $74.88
-10.67 NSIT Insight Enterprises $58.00 $51.81
65.52 MCRL Micrel Inc. $45.31 $75.00
-10.04 RFMD RF Micro Devices $45.85 $41.25
12.55 DY Dycom Inds. $46.31 $52.13
5.96 SFP Salton, Inc. $37.75 $40.00
4.00 SPY S&P500 Trust (Spider) $147.28 $151.25
5.15 QQQ Nasdaq 100 Index Trust $95.13 $99.63