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 9, 2000
Semi-annual Reinvest/Rebalance
5 stock/10 stock
103.08 42.83 PEG26
40.22 24.79 Relative Strength - 13 Week
37.09 41.41 Formula 90
30.86 39.49 PEG13
17.31 -8.33 Keystone 100
10.79 0.87 Unemotional Growth
-3.52 S&P500 Trust (Spider)
-4.40 52.66 Relative Strength - IBD
-12.00 -3.13 Plowback
-12.07 -11.57 Keystone EPS
-12.86 Nasdaq 100 Index Trust
-13.24 -11.57 Keystone
-13.79 -5.75 Spark
-27.95 15.01 Relative Strength - 26 Week
37.09 41.41 Formula 90 return YTD Cost Basis
-1.27 8.20 Return since rebalance 7/3/00 Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
5.25 SDLI SDL Inc. $294.00 $309.44
32.85 NEWP Newport Corp. $112.44 $149.38
21.72 SEBL Siebel Systems $82.31 $100.19
-30.66 TECH Techne Corp. $148.00 $102.63
-35.52 ADCT ADC Telecom. $41.88 $27.00
-27.01 JDSU JDS Uniphase $128.19 $93.56
44.91 NTAP Network Appliance $82.81 $120.00
67.96 ITWO i2 Technologies $103.00 $173.00
6.70 PMCS PMC-Sierra $178.13 $190.06
-4.23 PLXS Plexus Corp. $59.13 $56.63
-13.24 -11.57 Keystone return YTD
-9.20 -16.98 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-35.52 ADCT ADC Telecom. $41.88 $27.00
-55.96 MU Micron Technology $90.25 $39.75
1.69 GLW Corning Inc. $91.46 $93.00
21.72 SEBL Siebel Systems $82.31 $100.19
22.06 ENE Enron Corp. $68.00 $83.00
-42.92 INTC Intel Corp. $68.44 $39.06
-16.76 ORCL Oracle Corp. $80.19 $66.75
-27.01 JDSU JDS Uniphase $128.19 $93.56
-39.77 AMAT Applied Materials $92.56 $55.75
2.71 MER Merrill Lynch & Co. $57.75 $59.31
-12.07 -11.57 Keystone EPS return YTD
-11.18 -16.98 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-35.52 ADCT ADC Telecom. $41.88 $27.00
21.72 SEBL Siebel Systems $82.31 $100.19
1.69 GLW Corning Inc. $91.46 $93.00
-27.01 JDSU JDS Uniphase $128.19 $93.56
-16.76 ORCL Oracle Corp. $80.19 $66.75
-55.96 MU Micron Technology $90.25 $39.75
2.71 MER Merrill Lynch & Co. $57.75 $59.31
22.06 ENE Enron Corp. $68.00 $83.00
-42.92 INTC Intel Corp. $68.44 $39.06
-39.77 AMAT Applied Materials $92.56 $55.75
17.31 -8.33 Keystone 100 return YTD
-15.52 -18.31 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-34.93 RMBS Rambus Inc. $109.69 $71.38
-46.88 AMD Advanced Micro Dev. $42.13 $22.38
29.02 CIEN Ciena Corp. $85.50 $110.31
-30.04 SFA Scientific Atlanta $75.31 $52.69
5.25 SDLI SDL Inc. $294.00 $309.44
6.70 PMCS PMC-Sierra $178.13 $190.06
-35.52 ADCT ADC Telecom. $41.88 $27.00
-55.96 MU Micron Technology $90.25 $39.75
1.69 GLW Corning Inc. $91.46 $93.00
-22.47 ALTR Altera Corp. $52.72 $40.88
30.86 39.49 PEG13 return YTD
28.34 2.06 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
66.38 CMX Caremark RX $7.25 $12.06
-9.76 AZR Aztar Corp. $15.38 $13.88
-1.51 RWY Rent Way Inc. $28.94 $28.50
64.42 DGX Quest Diagnostics $74.13 $121.88
22.18 CAH Cardinal Health $73.81 $90.19
-42.46 NSIT Insight Enterprises $38.67 $22.25
-20.65 ADAC ADAC Labs. $24.81 $19.69
-20.15 CDWC CDW Computer Ctrs $66.38 $53.00
-35.52 ADCT ADC Telecom. $41.88 $27.00
-2.37 ALA Alcatel ADR $65.81 $64.25
103.08 42.83 PEG26 return YTD
33.45 6.16 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-27.17 VSH Vishay Intertechnology $39.56 $28.81
14.25 OCA Orthodontic Centers $23.69 $27.06
-23.62 IRF Int'l Rectifier $59.00 $45.06
64.42 DGX Quest Diagnostics $74.13 $121.88
139.36 IMPH IMPATH Inc. $27.16 $65.00
-20.65 ADAC ADAC Labs. $24.81 $19.69
3.09 ALO ALPHARMA Inc. $60.69 $62.56
-35.52 ADCT ADC Telecom. $41.88 $27.00
-22.47 ALTR Altera Corp. $52.72 $40.88
-30.04 SFA Scientific Atlanta $75.31 $52.69
-12.00 -3.13 Plowback return YTD
-7.43 -3.65 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
6.70 PMCS PMC-Sierra $178.13 $190.06
-16.76 ORCL Oracle Corp. $80.19 $66.75
-8.78 PFE Pfizer, Inc. $47.69 $43.50
-2.07 RTRSY Reuters ADR $108.63 $106.38
-16.27 LLY Lilly (Eli) $98.75 $82.69
19.57 VRTS VERITAS Software $110.81 $132.50
-2.54 Q Qwest Communic. $51.75 $50.44
-2.28 MWD Morgan S. Dean Witter $85.00 $83.06
-6.32 SGP Schering-Plough $50.44 $47.25
-7.76 AMGN Amgen $68.50 $63.19
-4.40 52.66 Relative Strength - IBD return YTD
-1.15 10.32 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
5.25 SDLI SDL Inc. $294.00 $309.44
32.85 NEWP Newport Corp. $112.44 $149.38
-34.93 RMBS Rambus Inc. $109.69 $71.38
21.72 SEBL Siebel Systems $82.31 $100.19
-30.66 TECH Techne Corp. $148.00 $102.63
58.61 BEAS BEA Systems $48.63 $77.13
-35.52 ADCT ADC Telecom. $41.88 $27.00
-27.01 JDSU JDS Uniphase $128.19 $93.56
44.91 NTAP Network Appliance $82.81 $120.00
67.96 ITWO i2 Technologies $103.00 $173.00
40.22 24.79 Relative Strength - 13 Week return YTD
18.25 -1.66 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
32.85 NEWP Newport Corp. $112.44 $149.38
-30.66 TECH Techne Corp. $148.00 $102.63
64.42 DGX Quest Diagnostics $74.13 $121.88
44.79 LH Laboratory Corp. $78.00 $112.94
-20.15 CDWC CDW Computer Ctrs $66.38 $53.00
-42.46 NSIT Insight Enterprises $38.67 $22.25
-40.44 LMS Lamson & Sessions $17.00 $10.13
-35.52 ADCT ADC Telecom. $41.88 $27.00
-1.51 RWY Rent Way Inc. $28.94 $28.50
12.09 IVX IVAX Corp. $42.38 $47.50
-27.95 15.01 Relative Strength - 26 Week return YTD
-21.93 -13.59 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
32.85 NEWP Newport Corp. $112.44 $149.38
-34.93 RMBS Rambus Inc. $109.69 $71.38
-46.88 AMD Advanced Micro Dev. $42.13 $22.38
-30.04 SFA Scientific Atlanta $75.31 $52.69
-30.66 TECH Techne Corp. $148.00 $102.63
5.25 SDLI SDL Inc. $294.00 $309.44
-40.44 LMS Lamson & Sessions $17.00 $10.13
-9.83 ROG Rogers Corp. $36.25 $32.69
6.70 PMCS PMC-Sierra $178.13 $190.06
12.09 IVX IVAX Corp. $42.38 $47.50
-13.79 -5.75 Spark return YTD
-14.29 -11.58 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
16.11 EMC EMC Corp. $77.19 $89.63
-27.79 ERICY Ericsson ADR $20.69 $14.94
-34.42 TXN Texas Instruments $69.00 $45.25
1.69 GLW Corning Inc. $91.46 $93.00
-27.01 JDSU JDS Uniphase $128.19 $93.56
-20.88 PHG Koninklijke Philips NV $48.19 $38.13
-35.52 ADCT ADC Telecom. $41.88 $27.00
21.72 SEBL Siebel Systems $82.31 $100.19
-2.58 ADI Analog Devices $80.06 $78.00
-7.12 XLNX Xilinx Inc. $85.19 $79.13
10.79 0.87 Unemotional Growth return YTD
-10.91 -14.00 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-35.52 ADCT ADC Telecom. $41.88 $27.00
-27.01 JDSU JDS Uniphase $128.19 $93.56
44.91 NTAP Network Appliance $82.81 $120.00
-16.76 ORCL Oracle Corp. $80.19 $66.75
-20.15 CDWC CDW Computer Ctrs $66.38 $53.00
-42.46 NSIT Insight Enterprises $38.67 $22.25
31.03 MCRL Micrel Inc. $45.31 $59.38
-37.30 RFMD RF Micro Devices $45.85 $28.75
-13.09 DY Dycom Inds. $46.31 $40.25
-23.68 SFP Salton, Inc. $37.75 $28.81
-3.52 SPY S&P500 Trust (Spider) $147.28 $140.31
-12.86 QQQ Nasdaq 100 Index Trust $95.13 $82.56