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 11, 2000
Semi-annual Reinvest/Rebalance
5 stock/10 stock
104.84 51.27 PEG26
51.94 42.45 Relative Strength - 13 Week
37.35 43.72 Formula 90
29.24 5.91 Keystone 100
29.18 23.99 Unemotional Growth
23.78 49.43 PEG13
2.71 S&P500 Trust (Spider)
-1.95 4.20 Spark
-2.34 Nasdaq 100 Index Trust
-4.34 4.48 Keystone EPS
-5.63 47.64 Relative Strength - IBD
-6.03 4.48 Keystone
-8.58 -0.33 Plowback
-20.24 31.25 Relative Strength - 26 Week
37.35 43.72 Formula 90 return YTD Cost Basis
-1.08 9.96 Return since rebalance 7/3/00 Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
16.99 SDLI SDL Inc. $294.00 $343.94
28.46 NEWP Newport Corp. $112.44 $144.44
7.37 SEBL Siebel Systems $82.31 $88.38
-37.16 TECH Techne Corp. $148.00 $93.00
-21.04 ADCT ADC Telecom. $41.88 $33.06
-14.38 JDSU JDS Uniphase $128.19 $109.75
33.51 NTAP Network Appliance $82.81 $110.56
53.52 ITWO i2 Technologies $103.00 $158.13
17.05 PMCS PMC-Sierra $178.13 $208.50
15.33 PLXS Plexus Corp. $59.13 $68.19
-6.03 4.48 Keystone return YTD
-1.67 -1.91 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-21.04 ADCT ADC Telecom. $41.88 $33.06
-28.25 MU Micron Technology $90.25 $64.75
7.13 GLW Corning Inc. $274.38 $293.94
7.37 SEBL Siebel Systems $82.31 $88.38
26.47 ENE Enron Corp. $68.00 $86.00
-5.48 INTC Intel Corp. $68.44 $64.69
4.05 ORCL Oracle Corp. $80.19 $83.44
-14.38 JDSU JDS Uniphase $128.19 $109.75
-18.77 AMAT Applied Materials $92.56 $75.19
23.81 MER Merrill Lynch & Co. $57.75 $71.50
-4.34 4.48 Keystone EPS return YTD
-3.38 -1.91 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-21.04 ADCT ADC Telecom. $41.88 $33.06
7.37 SEBL Siebel Systems $82.31 $88.38
7.13 GLW Corning Inc. $274.38 $293.94
-14.38 JDSU JDS Uniphase $128.19 $109.75
4.05 ORCL Oracle Corp. $80.19 $83.44
-28.25 MU Micron Technology $90.25 $64.75
23.81 MER Merrill Lynch & Co. $57.75 $71.50
26.47 ENE Enron Corp. $68.00 $86.00
-5.48 INTC Intel Corp. $68.44 $64.69
-18.77 AMAT Applied Materials $92.56 $75.19
29.24 5.91 Keystone 100 return YTD
-6.92 -5.62 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-27.75 RMBS Rambus Inc. $109.69 $79.25
-23.74 AMD Advanced Micro Dev. $42.13 $32.13
7.60 CIEN Ciena Corp. $171.00 $184.00
-7.72 SFA Scientific Atlanta $75.31 $69.50
16.99 SDLI SDL Inc. $294.00 $343.94
17.05 PMCS PMC-Sierra $178.13 $208.50
-21.04 ADCT ADC Telecom. $41.88 $33.06
-28.25 MU Micron Technology $90.25 $64.75
7.13 GLW Corning Inc. $274.38 $293.94
3.50 ALTR Altera Corp. $52.72 $54.56
23.78 49.43 PEG13 return YTD
21.40 9.33 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
37.07 CMX Caremark RX $7.25 $9.94
-2.44 AZR Aztar Corp. $15.38 $15.00
-9.72 RWY Rent Way Inc. $28.94 $26.13
69.65 DGX Quest Diagnostics $74.13 $125.75
12.45 CAH Cardinal Health $73.81 $83.00
-13.04 NSIT Insight Enterprises $58.00 $50.44
-11.59 ADAC ADAC Labs. $24.81 $21.94
17.23 CDWC CDW Computer Ctrs $66.38 $77.81
-21.04 ADCT ADC Telecom. $41.88 $33.06
14.72 ALA Alcatel ADR $65.81 $75.50
104.84 51.27 PEG26 return YTD
34.60 12.44 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-6.32 VSH Vishay Intertechnology $39.56 $37.06
42.22 OCA Orthodontic Centers $23.69 $33.69
9.11 IRF Int'l Rectifier $59.00 $64.38
69.65 DGX Quest Diagnostics $74.13 $125.75
58.34 IMPH IMPATH Inc. $27.16 $43.00
-11.59 ADAC ADAC Labs. $24.81 $21.94
-11.74 ALO ALPHARMA Inc. $60.69 $53.56
-21.04 ADCT ADC Telecom. $41.88 $33.06
3.50 ALTR Altera Corp. $52.72 $54.56
-7.72 SFA Scientific Atlanta $75.31 $69.50
-8.58 -0.33 Plowback return YTD
-3.84 -0.87 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
17.05 PMCS PMC-Sierra $178.13 $208.50
4.05 ORCL Oracle Corp. $80.19 $83.44
-15.47 PFE Pfizer, Inc. $47.69 $40.31
4.26 RTRSY Reuters ADR $108.63 $113.25
-29.11 LLY Lilly (Eli) $98.75 $70.00
1.13 VRTS VERITAS Software $110.81 $112.06
-6.76 Q Qwest Communic. $51.75 $48.25
28.90 MWD Morgan S. Dean Witter $85.00 $109.56
-17.84 SGP Schering-Plough $50.44 $41.44
5.11 AMGN Amgen $68.50 $72.00
-5.63 47.64 Relative Strength - IBD return YTD
-2.42 6.69 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
16.99 SDLI SDL Inc. $294.00 $343.94
28.46 NEWP Newport Corp. $112.44 $144.44
-27.75 RMBS Rambus Inc. $109.69 $79.25
7.37 SEBL Siebel Systems $82.31 $88.38
-37.16 TECH Techne Corp. $148.00 $93.00
27.38 BEAS BEA Systems $48.63 $61.94
-21.04 ADCT ADC Telecom. $41.88 $33.06
-14.38 JDSU JDS Uniphase $128.19 $109.75
33.51 NTAP Network Appliance $82.81 $110.56
53.52 ITWO i2 Technologies $103.00 $158.13
51.94 42.45 Relative Strength - 13 Week return YTD
28.14 12.25 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
28.46 NEWP Newport Corp. $112.44 $144.44
-37.16 TECH Techne Corp. $148.00 $93.00
69.65 DGX Quest Diagnostics $74.13 $125.75
62.50 LH Laboratory Corp. $78.00 $126.75
17.23 CDWC CDW Computer Ctrs $66.38 $77.81
-13.04 NSIT Insight Enterprises $58.00 $50.44
31.25 LMS Lamson & Sessions $17.00 $22.31
-21.04 ADCT ADC Telecom. $41.88 $33.06
-9.72 RWY Rent Way Inc. $28.94 $26.13
-5.60 IVX IVAX Corp. $42.38 $40.00
-20.24 31.25 Relative Strength - 26 Week return YTD
-13.58 -1.39 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
28.46 NEWP Newport Corp. $112.44 $144.44
-27.75 RMBS Rambus Inc. $109.69 $79.25
-23.74 AMD Advanced Micro Dev. $42.13 $32.13
-7.72 SFA Scientific Atlanta $75.31 $69.50
-37.16 TECH Techne Corp. $148.00 $93.00
16.99 SDLI SDL Inc. $294.00 $343.94
31.25 LMS Lamson & Sessions $17.00 $22.31
-5.69 ROG Rogers Corp. $36.25 $34.19
17.05 PMCS PMC-Sierra $178.13 $208.50
-5.60 IVX IVAX Corp. $42.38 $40.00
-1.95 4.20 Spark return YTD
-2.51 -2.24 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
22.43 EMC EMC Corp. $77.19 $94.50
-10.88 ERICY Ericsson ADR $20.69 $18.44
-16.85 TXN Texas Instruments $69.00 $57.38
7.13 GLW Corning Inc. $274.38 $293.94
-14.38 JDSU JDS Uniphase $128.19 $109.75
-7.26 PHG Koninklijke Philips NV $48.19 $44.69
-21.04 ADCT ADC Telecom. $41.88 $33.06
7.37 SEBL Siebel Systems $82.31 $88.38
11.16 ADI Analog Devices $80.06 $89.00
-0.07 XLNX Xilinx Inc. $85.19 $85.13
29.18 23.99 Unemotional Growth return YTD
3.87 5.71 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-21.04 ADCT ADC Telecom. $41.88 $33.06
-14.38 JDSU JDS Uniphase $128.19 $109.75
33.51 NTAP Network Appliance $82.81 $110.56
4.05 ORCL Oracle Corp. $80.19 $83.44
17.23 CDWC CDW Computer Ctrs $66.38 $77.81
-13.04 NSIT Insight Enterprises $58.00 $50.44
57.52 MCRL Micrel Inc. $45.31 $71.38
-16.03 RFMD RF Micro Devices $45.85 $38.50
12.28 DY Dycom Inds. $46.31 $52.00
-2.98 SFP Salton, Inc. $37.75 $36.63
2.71 SPY S&P500 Trust (Spider) $147.28 $149.38
-2.34 QQQ Nasdaq 100 Index Trust $95.13 $92.53