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 October 2, 2000
Semi-annual Reinvest/Rebalance
5 stock/10 stock
99.90 45.23 PEG26
51.60 31.23 Relative Strength - 13 Week
42.09 47.46 Formula 90
29.86 41.50 PEG13
26.62 -0.95 Keystone 100
18.38 8.48 Unemotional Growth
1.04 56.53 Relative Strength - IBD
-1.16 S&P500 Trust (Spider)
-5.40 1.29 Plowback
-7.88 -6.47 Keystone EPS
-8.71 Nasdaq 100 Index Trust
-9.14 -0.15 Spark
-10.02 -6.47 Keystone
-19.36 20.83 Relative Strength - 26 Week
42.09 47.46 Formula 90 return YTD Cost Basis
2.33 12.83 Return since rebalance 7/3/00 Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-0.36 SDLI SDL Inc. $294.00 $292.94
45.53 NEWP Newport Corp. $112.44 $163.63
24.53 SEBL Siebel Systems $82.31 $102.50
-22.97 TECH Techne Corp. $148.00 $114.00
-35.07 ADCT ADC Telecom. $41.88 $27.19
-29.84 JDSU JDS Uniphase $128.19 $89.94
47.55 NTAP Network Appliance $82.81 $122.19
64.93 ITWO i2 Technologies $103.00 $169.88
19.44 PMCS PMC-Sierra $178.13 $212.75
14.59 PLXS Plexus Corp. $59.13 $67.75
-10.02 -6.47 Keystone return YTD
-5.84 -12.19 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-35.07 ADCT ADC Telecom. $41.88 $27.19
-53.19 MU Micron Technology $90.25 $42.25
7.43 GLW Corning Inc. $274.38 $294.75
24.53 SEBL Siebel Systems $82.31 $102.50
27.11 ENE Enron Corp. $68.00 $86.44
-41.37 INTC Intel Corp. $68.44 $40.13
-1.79 ORCL Oracle Corp. $80.19 $78.75
-29.84 JDSU JDS Uniphase $128.19 $89.94
-38.76 AMAT Applied Materials $92.56 $56.69
19.05 MER Merrill Lynch & Co. $57.75 $68.75
-7.88 -6.47 Keystone EPS return YTD
-6.95 -12.19 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-35.07 ADCT ADC Telecom. $41.88 $27.19
24.53 SEBL Siebel Systems $82.31 $102.50
7.43 GLW Corning Inc. $274.38 $294.75
-29.84 JDSU JDS Uniphase $128.19 $89.94
-1.79 ORCL Oracle Corp. $80.19 $78.75
-53.19 MU Micron Technology $90.25 $42.25
19.05 MER Merrill Lynch & Co. $57.75 $68.75
27.11 ENE Enron Corp. $68.00 $86.44
-41.37 INTC Intel Corp. $68.44 $40.13
-38.76 AMAT Applied Materials $92.56 $56.69
26.62 -0.95 Keystone 100 return YTD
-8.81 -11.74 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-24.33 RMBS Rambus Inc. $109.69 $83.00
-45.40 AMD Advanced Micro Dev. $42.13 $23.00
41.96 CIEN Ciena Corp. $85.50 $121.38
-15.93 SFA Scientific Atlanta $75.31 $63.31
-0.36 SDLI SDL Inc. $294.00 $292.94
19.44 PMCS PMC-Sierra $178.13 $212.75
-35.07 ADCT ADC Telecom. $41.88 $27.19
-53.19 MU Micron Technology $90.25 $42.25
7.43 GLW Corning Inc. $274.38 $294.75
-11.91 ALTR Altera Corp. $52.72 $46.44
29.86 41.50 PEG13 return YTD
27.36 3.53 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
50.86 CMX Caremark RX $7.25 $10.94
-0.81 AZR Aztar Corp. $15.38 $15.25
3.46 RWY Rent Way Inc. $28.94 $29.94
60.03 DGX Quest Diagnostics $74.13 $118.63
23.29 CAH Cardinal Health $73.81 $91.00
-37.93 NSIT Insight Enterprises $38.67 $24.00
-19.90 ADAC ADAC Labs. $24.81 $19.88
-4.90 CDWC CDW Computer Ctrs $66.38 $63.13
-35.07 ADCT ADC Telecom. $41.88 $27.19
-3.70 ALA Alcatel ADR $65.81 $63.38
99.90 45.23 PEG26 return YTD
31.35 7.95 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-23.38 VSH Vishay Intertechnology $39.56 $30.31
38.52 OCA Orthodontic Centers $23.69 $32.81
-21.40 IRF Int'l Rectifier $59.00 $46.38
60.03 DGX Quest Diagnostics $74.13 $118.63
102.99 IMPH IMPATH Inc. $27.16 $55.13
-19.90 ADAC ADAC Labs. $24.81 $19.88
5.56 ALO ALPHARMA Inc. $60.69 $64.06
-35.07 ADCT ADC Telecom. $41.88 $27.19
-11.91 ALTR Altera Corp. $52.72 $46.44
-15.93 SFA Scientific Atlanta $75.31 $63.31
-5.40 1.29 Plowback return YTD
-0.50 0.75 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
19.44 PMCS PMC-Sierra $178.13 $212.75
-1.79 ORCL Oracle Corp. $80.19 $78.75
-7.21 PFE Pfizer, Inc. $47.69 $44.25
5.18 RTRSY Reuters ADR $108.63 $114.25
-18.10 LLY Lilly (Eli) $98.75 $80.88
26.23 VRTS VERITAS Software $110.81 $139.88
-9.42 Q Qwest Communic. $51.75 $46.88
6.47 MWD Morgan S. Dean Witter $85.00 $90.50
-9.29 SGP Schering-Plough $50.44 $45.75
-4.01 AMGN Amgen $68.50 $65.75
1.04 56.53 Relative Strength - IBD return YTD
4.48 13.11 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-0.36 SDLI SDL Inc. $294.00 $292.94
45.53 NEWP Newport Corp. $112.44 $163.63
-24.33 RMBS Rambus Inc. $109.69 $83.00
24.53 SEBL Siebel Systems $82.31 $102.50
-22.97 TECH Techne Corp. $148.00 $114.00
61.18 BEAS BEA Systems $48.63 $78.38
-35.07 ADCT ADC Telecom. $41.88 $27.19
-29.84 JDSU JDS Uniphase $128.19 $89.94
47.55 NTAP Network Appliance $82.81 $122.19
64.93 ITWO i2 Technologies $103.00 $169.88
51.60 31.23 Relative Strength - 13 Week return YTD
27.85 3.42 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
45.53 NEWP Newport Corp. $112.44 $163.63
-22.97 TECH Techne Corp. $148.00 $114.00
60.03 DGX Quest Diagnostics $74.13 $118.63
61.54 LH Laboratory Corp. $78.00 $126.00
-4.90 CDWC CDW Computer Ctrs $66.38 $63.13
-37.93 NSIT Insight Enterprises $38.67 $24.00
-39.34 LMS Lamson & Sessions $17.00 $10.31
-35.07 ADCT ADC Telecom. $41.88 $27.19
3.46 RWY Rent Way Inc. $28.94 $29.94
3.81 IVX IVAX Corp. $42.38 $43.99
-19.36 20.83 Relative Strength - 26 Week return YTD
-12.62 -9.21 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
45.53 NEWP Newport Corp. $112.44 $163.63
-24.33 RMBS Rambus Inc. $109.69 $83.00
-45.40 AMD Advanced Micro Dev. $42.13 $23.00
-15.93 SFA Scientific Atlanta $75.31 $63.31
-22.97 TECH Techne Corp. $148.00 $114.00
-0.36 SDLI SDL Inc. $294.00 $292.94
-39.34 LMS Lamson & Sessions $17.00 $10.31
-12.59 ROG Rogers Corp. $36.25 $31.69
19.44 PMCS PMC-Sierra $178.13 $212.75
3.81 IVX IVAX Corp. $42.38 $43.99
-9.14 -0.15 Spark return YTD
-9.66 -6.32 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
28.42 EMC EMC Corp. $77.19 $99.13
-26.59 ERICY Ericsson ADR $20.69 $15.19
-27.72 TXN Texas Instruments $69.00 $49.88
7.43 GLW Corning Inc. $274.38 $294.75
-29.84 JDSU JDS Uniphase $128.19 $89.94
-11.67 PHG Koninklijke Philips NV $48.19 $42.56
-35.07 ADCT ADC Telecom. $41.88 $27.19
24.53 SEBL Siebel Systems $82.31 $102.50
5.00 ADI Analog Devices $80.06 $84.06
2.27 XLNX Xilinx Inc. $85.19 $87.13
18.38 8.48 Unemotional Growth return YTD
-4.81 -7.52 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-35.07 ADCT ADC Telecom. $41.88 $27.19
-29.84 JDSU JDS Uniphase $128.19 $89.94
47.55 NTAP Network Appliance $82.81 $122.19
-1.79 ORCL Oracle Corp. $80.19 $78.75
-4.90 CDWC CDW Computer Ctrs $66.38 $63.13
-37.93 NSIT Insight Enterprises $38.67 $24.00
45.52 MCRL Micrel Inc. $45.31 $65.94
-34.44 RFMD RF Micro Devices $45.85 $30.06
-8.37 DY Dycom Inds. $46.31 $42.44
-15.89 SFP Salton, Inc. $37.75 $31.75
-1.16 SPY S&P500 Trust (Spider) $147.28 $143.75
-8.71 QQQ Nasdaq 100 Index Trust $95.13 $86.50