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 25, 2000
Semi-annual Reinvest/Rebalance
5 stock/10 stock
109.06 49.81 PEG26
55.05 60.67 Formula 90
49.98 35.48 Relative Strength - 13 Week
35.12 5.67 Keystone 100
30.19 17.76 Unemotional Growth
25.28 44.40 PEG13
7.79 67.41 Relative Strength - IBD
-0.04 -0.36 Keystone EPS
-0.74 S&P500 Trust (Spider)
-2.16 4.87 Spark
-4.47 -0.36 Keystone
-4.55 Nasdaq 100 Index Trust
-5.45 1.91 Plowback
-16.44 29.74 Relative Strength - 26 Week
55.05 60.67 Formula 90 return YTD Cost Basis
11.67 22.94 Return since rebalance 7/3/00 Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
18.37 SDLI SDL Inc. $294.00 $348.00
60.03 NEWP Newport Corp. $112.44 $179.94
30.90 SEBL Siebel Systems $82.31 $107.75
-26.35 TECH Techne Corp. $148.00 $109.00
-24.63 ADCT ADC Telecom. $41.88 $31.56
-16.67 JDSU JDS Uniphase $128.19 $106.81
57.51 NTAP Network Appliance $82.81 $130.44
77.31 ITWO i2 Technologies $103.00 $182.63
22.67 PMCS PMC-Sierra $178.13 $218.50
30.23 PLXS Plexus Corp. $59.13 $77.00
-4.47 -0.36 Keystone return YTD
-0.03 -6.45 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-24.63 ADCT ADC Telecom. $41.88 $31.56
-47.65 MU Micron Technology $90.25 $47.25
17.04 GLW Corning Inc. $274.38 $321.13
30.90 SEBL Siebel Systems $82.31 $107.75
24.17 ENE Enron Corp. $68.00 $84.44
-33.70 INTC Intel Corp. $68.44 $45.38
-1.79 ORCL Oracle Corp. $80.19 $78.75
-16.67 JDSU JDS Uniphase $128.19 $106.81
-27.14 AMAT Applied Materials $92.56 $67.44
14.94 MER Merrill Lynch & Co. $57.75 $66.38
-0.04 -0.36 Keystone EPS return YTD
0.97 -6.45 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-24.63 ADCT ADC Telecom. $41.88 $31.56
30.90 SEBL Siebel Systems $82.31 $107.75
17.04 GLW Corning Inc. $274.38 $321.13
-16.67 JDSU JDS Uniphase $128.19 $106.81
-1.79 ORCL Oracle Corp. $80.19 $78.75
-47.65 MU Micron Technology $90.25 $47.25
14.94 MER Merrill Lynch & Co. $57.75 $66.38
24.17 ENE Enron Corp. $68.00 $84.44
-33.70 INTC Intel Corp. $68.44 $45.38
-27.14 AMAT Applied Materials $92.56 $67.44
35.12 5.67 Keystone 100 return YTD
-2.69 -5.84 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-25.70 RMBS Rambus Inc. $109.69 $81.50
-38.28 AMD Advanced Micro Dev. $42.13 $26.00
49.20 CIEN Ciena Corp. $85.50 $127.56
-17.01 SFA Scientific Atlanta $75.31 $62.50
18.37 SDLI SDL Inc. $294.00 $348.00
22.67 PMCS PMC-Sierra $178.13 $218.50
-24.63 ADCT ADC Telecom. $41.88 $31.56
-47.65 MU Micron Technology $90.25 $47.25
17.04 GLW Corning Inc. $274.38 $321.13
-12.39 ALTR Altera Corp. $52.72 $46.19
25.28 44.40 PEG13 return YTD
22.88 5.65 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
44.83 CMX Caremark RX $7.25 $10.50
-4.88 AZR Aztar Corp. $15.38 $14.63
3.24 RWY Rent Way Inc. $28.94 $29.88
45.62 DGX Quest Diagnostics $74.13 $107.94
25.57 CAH Cardinal Health $73.81 $92.69
-31.51 NSIT Insight Enterprises $38.67 $26.48
-17.88 ADAC ADAC Labs. $24.81 $20.38
9.04 CDWC CDW Computer Ctrs $66.38 $72.38
-24.63 ADCT ADC Telecom. $41.88 $31.56
7.12 ALA Alcatel ADR $65.81 $70.50
109.06 49.81 PEG26 return YTD
37.37 11.35 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-18.33 VSH Vishay Intertechnology $39.56 $32.31
44.06 OCA Orthodontic Centers $23.69 $34.13
-9.11 IRF Int'l Rectifier $59.00 $53.63
45.62 DGX Quest Diagnostics $74.13 $107.94
124.63 IMPH IMPATH Inc. $27.16 $61.00
-17.88 ADAC ADAC Labs. $24.81 $20.38
-1.44 ALO ALPHARMA Inc. $60.69 $59.81
-24.63 ADCT ADC Telecom. $41.88 $31.56
-12.39 ALTR Altera Corp. $52.72 $46.19
-17.01 SFA Scientific Atlanta $75.31 $62.50
-5.45 1.91 Plowback return YTD
-0.55 1.36 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
22.67 PMCS PMC-Sierra $178.13 $218.50
-1.79 ORCL Oracle Corp. $80.19 $78.75
-7.47 PFE Pfizer, Inc. $47.69 $44.13
0.00 RTRSY Reuters ADR $108.63 $108.63
-16.14 LLY Lilly (Eli) $98.75 $82.81
22.39 VRTS VERITAS Software $110.81 $135.63
-5.92 Q Qwest Communic. $51.75 $48.69
8.75 MWD Morgan S. Dean Witter $85.00 $92.44
-10.66 SGP Schering-Plough $50.44 $45.06
1.73 AMGN Amgen $68.50 $69.69
7.79 67.41 Relative Strength - IBD return YTD
11.45 20.98 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
18.37 SDLI SDL Inc. $294.00 $348.00
60.03 NEWP Newport Corp. $112.44 $179.94
-25.70 RMBS Rambus Inc. $109.69 $81.50
30.90 SEBL Siebel Systems $82.31 $107.75
-26.35 TECH Techne Corp. $148.00 $109.00
59.00 BEAS BEA Systems $48.63 $77.31
-24.63 ADCT ADC Telecom. $41.88 $31.56
-16.67 JDSU JDS Uniphase $128.19 $106.81
57.51 NTAP Network Appliance $82.81 $130.44
77.31 ITWO i2 Technologies $103.00 $182.63
49.98 35.48 Relative Strength - 13 Week return YTD
26.48 6.76 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
60.03 NEWP Newport Corp. $112.44 $179.94
-26.35 TECH Techne Corp. $148.00 $109.00
45.62 DGX Quest Diagnostics $74.13 $107.94
44.07 LH Laboratory Corp. $78.00 $112.38
9.04 CDWC CDW Computer Ctrs $66.38 $72.38
-31.51 NSIT Insight Enterprises $38.67 $26.48
-16.91 LMS Lamson & Sessions $17.00 $14.13
-24.63 ADCT ADC Telecom. $41.88 $31.56
3.24 RWY Rent Way Inc. $28.94 $29.88
5.01 IVX IVAX Corp. $42.38 $44.50
-16.44 29.74 Relative Strength - 26 Week return YTD
-9.46 -2.52 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
60.03 NEWP Newport Corp. $112.44 $179.94
-25.70 RMBS Rambus Inc. $109.69 $81.50
-38.28 AMD Advanced Micro Dev. $42.13 $26.00
-17.01 SFA Scientific Atlanta $75.31 $62.50
-26.35 TECH Techne Corp. $148.00 $109.00
18.37 SDLI SDL Inc. $294.00 $348.00
-16.91 LMS Lamson & Sessions $17.00 $14.13
-7.07 ROG Rogers Corp. $36.25 $33.69
22.67 PMCS PMC-Sierra $178.13 $218.50
5.01 IVX IVAX Corp. $42.38 $44.50
-2.16 4.87 Spark return YTD
-2.72 -1.62 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
31.01 EMC EMC Corp. $77.19 $101.13
-19.64 ERICY Ericsson ADR $20.69 $16.63
-25.36 TXN Texas Instruments $69.00 $51.50
17.04 GLW Corning Inc. $274.38 $321.13
-16.67 JDSU JDS Uniphase $128.19 $106.81
-11.80 PHG Koninklijke Philips NV $48.19 $42.50
-24.63 ADCT ADC Telecom. $41.88 $31.56
30.90 SEBL Siebel Systems $82.31 $107.75
11.79 ADI Analog Devices $80.06 $89.50
-8.80 XLNX Xilinx Inc. $85.19 $77.69
30.19 17.76 Unemotional Growth return YTD
4.69 0.40 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-24.63 ADCT ADC Telecom. $41.88 $31.56
-16.67 JDSU JDS Uniphase $128.19 $106.81
57.51 NTAP Network Appliance $82.81 $130.44
-1.79 ORCL Oracle Corp. $80.19 $78.75
9.04 CDWC CDW Computer Ctrs $66.38 $72.38
-31.51 NSIT Insight Enterprises $38.67 $26.48
47.17 MCRL Micrel Inc. $45.31 $66.69
-27.07 RFMD RF Micro Devices $45.85 $33.44
4.99 DY Dycom Inds. $46.31 $48.63
-13.08 SFP Salton, Inc. $37.75 $32.81
-0.74 SPY S&P500 Trust (Spider) $147.28 $144.36
-4.55 QQQ Nasdaq 100 Index Trust $95.13 $90.44