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 18, 2000
Semi-annual Reinvest/Rebalance
5 stock/10 stock
93.17 42.77 PEG26
41.30 35.82 Relative Strength - 13 Week
39.09 46.03 Formula 90
29.97 20.12 Unemotional Growth
21.92 0.68 Keystone 100
19.93 44.59 PEG13
-0.48 S&P500 Trust (Spider)
-3.57 1.07 Keystone
-3.69 3.31 Spark
-4.86 1.07 Keystone EPS
-5.10 51.43 Relative Strength - IBD
-5.57 Nasdaq 100 Index Trust
-9.80 -3.24 Plowback
-24.52 23.89 Relative Strength - 26 Week
39.09 46.03 Formula 90 return YTD Cost Basis
0.17 11.73 Return since rebalance 7/3/00 Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
3.36 SDLI SDL Inc. $294.00 $303.88
33.48 NEWP Newport Corp. $112.44 $150.08
22.40 SEBL Siebel Systems $82.31 $100.75
-39.15 TECH Techne Corp. $148.00 $90.06
-19.25 ADCT ADC Telecom. $41.88 $33.81
-23.70 JDSU JDS Uniphase $128.19 $97.81
51.40 NTAP Network Appliance $82.81 $125.38
64.50 ITWO i2 Technologies $103.00 $169.44
13.05 PMCS PMC-Sierra $178.13 $201.38
11.21 PLXS Plexus Corp. $59.13 $65.75
-3.57 1.07 Keystone return YTD
0.91 -5.12 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-19.25 ADCT ADC Telecom. $41.88 $33.81
-35.73 MU Micron Technology $90.25 $58.00
5.72 GLW Corning Inc. $274.38 $290.06
22.40 SEBL Siebel Systems $82.31 $100.75
31.43 ENE Enron Corp. $68.00 $89.38
-18.45 INTC Intel Corp. $68.44 $55.81
-4.64 ORCL Oracle Corp. $80.19 $76.47
-23.70 JDSU JDS Uniphase $128.19 $97.81
-21.94 AMAT Applied Materials $92.56 $72.25
12.99 MER Merrill Lynch & Co. $57.75 $65.25
-4.86 1.07 Keystone EPS return YTD
-3.89 -5.12 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-19.25 ADCT ADC Telecom. $41.88 $33.81
22.40 SEBL Siebel Systems $82.31 $100.75
5.72 GLW Corning Inc. $274.38 $290.06
-23.70 JDSU JDS Uniphase $128.19 $97.81
-4.64 ORCL Oracle Corp. $80.19 $76.47
-35.73 MU Micron Technology $90.25 $58.00
12.99 MER Merrill Lynch & Co. $57.75 $65.25
31.43 ENE Enron Corp. $68.00 $89.38
-18.45 INTC Intel Corp. $68.44 $55.81
-21.94 AMAT Applied Materials $92.56 $72.25
21.92 0.68 Keystone 100 return YTD
-12.20 -10.28 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-29.47 RMBS Rambus Inc. $109.69 $77.36
-37.83 AMD Advanced Micro Dev. $42.13 $26.19
21.05 CIEN Ciena Corp. $171.00 $207.00
-18.09 SFA Scientific Atlanta $75.31 $61.69
3.36 SDLI SDL Inc. $294.00 $303.88
13.05 PMCS PMC-Sierra $178.13 $201.38
-19.25 ADCT ADC Telecom. $41.88 $33.81
-35.73 MU Micron Technology $90.25 $58.00
5.72 GLW Corning Inc. $274.38 $290.06
-5.63 ALTR Altera Corp. $52.72 $49.75
19.93 44.59 PEG13 return YTD
17.62 5.79 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
37.93 CMX Caremark RX $7.25 $10.00
-2.44 AZR Aztar Corp. $15.38 $15.00
-1.94 RWY Rent Way Inc. $28.94 $28.38
33.39 DGX Quest Diagnostics $74.13 $98.88
21.17 CAH Cardinal Health $73.81 $89.44
-18.10 NSIT Insight Enterprises $58.00 $47.50
-21.91 ADAC ADAC Labs. $24.81 $19.38
18.74 CDWC CDW Computer Ctrs $66.38 $78.81
-19.25 ADCT ADC Telecom. $41.88 $33.81
10.35 ALA Alcatel ADR $65.81 $72.63
93.17 42.77 PEG26 return YTD
26.93 6.12 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-14.22 VSH Vishay Intertechnology $39.56 $33.94
37.20 OCA Orthodontic Centers $23.69 $32.50
-7.20 IRF Int'l Rectifier $59.00 $54.75
33.39 DGX Quest Diagnostics $74.13 $98.88
85.50 IMPH IMPATH Inc. $27.16 $50.38
-21.91 ADAC ADAC Labs. $24.81 $19.38
-8.55 ALO ALPHARMA Inc. $60.69 $55.50
-19.25 ADCT ADC Telecom. $41.88 $33.81
-5.63 ALTR Altera Corp. $52.72 $49.75
-18.09 SFA Scientific Atlanta $75.31 $61.69
-9.80 -3.24 Plowback return YTD
-5.13 -3.77 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
13.05 PMCS PMC-Sierra $178.13 $201.38
-4.64 ORCL Oracle Corp. $80.19 $76.47
-12.19 PFE Pfizer, Inc. $47.69 $41.88
2.76 RTRSY Reuters ADR $108.63 $111.63
-24.62 LLY Lilly (Eli) $98.75 $74.44
9.53 VRTS VERITAS Software $110.81 $121.38
-12.92 Q Qwest Communic. $51.75 $45.06
10.44 MWD Morgan S. Dean Witter $85.00 $93.88
-14.25 SGP Schering-Plough $50.44 $43.25
-4.84 AMGN Amgen $68.50 $65.19
-5.10 51.43 Relative Strength - IBD return YTD
-1.88 9.43 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
3.36 SDLI SDL Inc. $294.00 $303.88
33.48 NEWP Newport Corp. $112.44 $150.08
-29.47 RMBS Rambus Inc. $109.69 $77.36
22.40 SEBL Siebel Systems $82.31 $100.75
-39.15 TECH Techne Corp. $148.00 $90.06
30.72 BEAS BEA Systems $48.63 $63.56
-19.25 ADCT ADC Telecom. $41.88 $33.81
-23.70 JDSU JDS Uniphase $128.19 $97.81
51.40 NTAP Network Appliance $82.81 $125.38
64.50 ITWO i2 Technologies $103.00 $169.44
41.30 35.82 Relative Strength - 13 Week return YTD
19.16 7.03 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
33.48 NEWP Newport Corp. $112.44 $150.08
-39.15 TECH Techne Corp. $148.00 $90.06
33.39 DGX Quest Diagnostics $74.13 $98.88
49.36 LH Laboratory Corp. $78.00 $116.50
18.74 CDWC CDW Computer Ctrs $66.38 $78.81
-18.10 NSIT Insight Enterprises $58.00 $47.50
11.40 LMS Lamson & Sessions $17.00 $18.94
-19.25 ADCT ADC Telecom. $41.88 $33.81
-1.94 RWY Rent Way Inc. $28.94 $28.38
2.36 IVX IVAX Corp. $42.38 $43.38
-24.52 23.89 Relative Strength - 26 Week return YTD
-18.21 -6.92 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
33.48 NEWP Newport Corp. $112.44 $150.08
-29.47 RMBS Rambus Inc. $109.69 $77.36
-37.83 AMD Advanced Micro Dev. $42.13 $26.19
-18.09 SFA Scientific Atlanta $75.31 $61.69
-39.15 TECH Techne Corp. $148.00 $90.06
3.36 SDLI SDL Inc. $294.00 $303.88
11.40 LMS Lamson & Sessions $17.00 $18.94
-8.28 ROG Rogers Corp. $36.25 $33.25
13.05 PMCS PMC-Sierra $178.13 $201.38
2.36 IVX IVAX Corp. $42.38 $43.38
-3.69 3.31 Spark return YTD
-4.24 -3.07 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
24.05 EMC EMC Corp. $77.19 $95.75
-12.69 ERICY Ericsson ADR $20.69 $18.06
-14.58 TXN Texas Instruments $69.00 $58.94
5.72 GLW Corning Inc. $274.38 $290.06
-23.70 JDSU JDS Uniphase $128.19 $97.81
-7.13 PHG Koninklijke Philips NV $48.19 $44.75
-19.25 ADCT ADC Telecom. $41.88 $33.81
22.40 SEBL Siebel Systems $82.31 $100.75
4.37 ADI Analog Devices $80.06 $83.56
-9.90 XLNX Xilinx Inc. $85.19 $76.75
29.97 20.12 Unemotional Growth return YTD
4.51 2.41 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-19.25 ADCT ADC Telecom. $41.88 $33.81
-23.70 JDSU JDS Uniphase $128.19 $97.81
51.40 NTAP Network Appliance $82.81 $125.38
-4.64 ORCL Oracle Corp. $80.19 $76.47
18.74 CDWC CDW Computer Ctrs $66.38 $78.81
-18.10 NSIT Insight Enterprises $58.00 $47.50
45.66 MCRL Micrel Inc. $45.31 $66.00
-25.30 RFMD RF Micro Devices $45.85 $34.25
6.61 DY Dycom Inds. $46.31 $49.38
-7.28 SFP Salton, Inc. $37.75 $35.00
-0.48 SPY S&P500 Trust (Spider) $147.28 $144.73
-5.57 QQQ Nasdaq 100 Index Trust $95.13 $89.47