Both 5 stock and 10 stock returns are shown. The first return is the average of the first five stocks listed; the second return is for all 10 stocks. In addition we show the Year-To-Date Return for each strategy which includes the compounded returns since the 12/31/99 and the Return Since Rebalance which is the return for the stocks shown since the rebalance date (whether the stock was purchased then or was held over from the previous period).
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 16, 2000
Monthly Reinvest/Rebalance
5 stock/10 stock
93.83 86.82 Formula 90
57.97 54.87 PEG26
53.40 75.69 Relative Strength - IBD
48.28 49.14 Relative Strength - 26 Week
26.45 20.80 PEG13
4.36 11.13 Unemotional Growth
-1.11 -10.01 Plowback
-2.54 2.50 Keystone EPS
-3.92 18.70 Keystone 100
-4.98 S&P500 Trust (Spider)
-5.05 21.94 Relative Strength - 13 Week
-6.22 2.50 Keystone
-13.85 Nasdaq 100 Index Trust
-24.60 -22.08 Spark
93.83 86.82 Formula 90 return YTD Cost Basis
2.04 0.96 Return since rebalance 10/2/00 Now
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8.35 ITWO i2 Technologies $169.88 $184.06
-6.91 NEWP Newport Corp. $163.63 $152.31
5.30 KEI Keithley Instruments $72.00 $75.81
-5.86 MERQ Mercury Interactive $151.44 $142.56
9.31 NTAP Network Appliance $122.19 $133.56
-7.75 PLXS Plexus Corp. $67.75 $62.50
12.86 DGX Quest Diagnostics $118.63 $133.88
1.10 SEBL Siebel Systems $102.50 $103.63
15.87 IMPH IMPATH Inc. $55.13 $63.88
-22.67 RMBS Rambus Inc. $83.00 $64.19
-6.22 2.50 Keystone return YTD
3.86 3.02 Return since rebalance
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11.37 CIEN Ciena Corp. $121.38 $135.17
1.10 SEBL Siebel Systems $102.50 $103.63
2.99 BA Boeing $58.44 $60.19
3.80 MO Philip Morris $29.63 $30.75
0.06 GLW Corning Inc. $98.25 $98.31
-2.46 EMC EMC Corp. $99.13 $96.69
8.08 WAG Walgreen Co. $37.13 $40.13
-12.42 MMC Marsh & McLennan $131.88 $115.50
9.31 NTAP Network Appliance $122.19 $133.56
8.35 ITWO i2 Technologies $169.88 $184.06
-2.54 2.50 Keystone EPS return YTD
2.77 3.02 Return since rebalance
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1.10 SEBL Siebel Systems $102.50 $103.63
3.80 MO Philip Morris $29.63 $30.75
0.06 GLW Corning Inc. $98.25 $98.31
-2.46 EMC EMC Corp. $99.13 $96.69
11.37 CIEN Ciena Corp. $121.38 $135.17
2.99 BA Boeing $58.44 $60.19
9.31 NTAP Network Appliance $122.19 $133.56
8.35 ITWO i2 Technologies $169.88 $184.06
8.08 WAG Walgreen Co. $37.13 $40.13
-12.42 MMC Marsh & McLennan $131.88 $115.50
-3.92 18.70 Keystone 100 return YTD
-2.05 -3.82 Return since rebalance
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-1.54 IDTI Integrated Device $89.44 $88.06
-0.82 AZA ALZA Corp. $84.00 $83.31
-10.74 ACL ACE Limited $39.00 $34.81
-1.17 CAH Cardinal Health $91.00 $89.94
3.99 BEAS BEA Systems $78.38 $81.50
11.37 CIEN Ciena Corp. $121.38 $135.17
-18.11 WAT Waters Corp. $88.69 $72.63
-16.37 AES AES Corp. $70.63 $59.06
-5.86 MERQ Mercury Interactive $151.44 $142.56
1.10 SEBL Siebel Systems $102.50 $103.63
26.45 20.80 PEG13 return YTD
1.57 6.60 Return since rebalance
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6.86 CMX Caremark RX $10.94 $11.69
-1.54 IDTI Integrated Device $89.44 $88.06
-13.31 RCOT Recoton Corp. $16.44 $14.25
2.99 BA Boeing $58.44 $60.19
12.86 DGX Quest Diagnostics $118.63 $133.88
2.52 CRUS Cirrus Logic $39.75 $40.75
1.48 ALSI Advantage Learning $33.75 $34.25
15.87 IMPH IMPATH Inc. $55.13 $63.88
9.82 CERN Cerner Corp. $48.38 $53.13
28.48 PSFT PeopleSoft $27.88 $35.81
57.97 54.87 PEG26 return YTD
3.85 1.72 Return since rebalance
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-4.24 LMS Lamson & Sessions $10.31 $9.88
6.86 CMX Caremark RX $10.94 $11.69
-1.54 IDTI Integrated Device $89.44 $88.06
5.30 KEI Keithley Instruments $72.00 $75.81
12.86 DGX Quest Diagnostics $118.63 $133.88
-14.16 CDWC CDW Computer Ctrs $63.13 $54.19
2.52 CRUS Cirrus Logic $39.75 $40.75
1.48 ALSI Advantage Learning $33.75 $34.25
15.87 IMPH IMPATH Inc. $55.13 $63.88
-7.75 PLXS Plexus Corp. $67.75 $62.50
-1.11 -10.01 Plowback return YTD
2.08 -4.86 Return since rebalance
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-7.71 PVN Providian Fin'l $127.25 $117.44
11.05 LLY Lilly (Eli) $80.88 $89.81
-4.24 KR Kroger Co. $22.13 $21.19
12.57 SGP Schering-Plough $45.75 $51.50
-1.27 PFE Pfizer, Inc. $44.25 $43.69
-11.78 PMCS PMC-Sierra $212.75 $187.69
-2.95 AMGN Amgen $65.75 $63.81
-24.41 GDT Guidant Corp. $68.38 $51.69
-14.16 MWD Morgan S. Dean Witter $90.50 $77.69
-5.68 IBM Int'l Business Mach. $117.81 $111.13
53.40 75.69 Relative Strength - IBD return YTD
0.97 3.62 Return since rebalance
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8.35 ITWO i2 Technologies $169.88 $184.06
-6.91 NEWP Newport Corp. $163.63 $152.31
5.30 KEI Keithley Instruments $72.00 $75.81
3.99 BEAS BEA Systems $78.38 $81.50
-5.86 MERQ Mercury Interactive $151.44 $142.56
9.31 NTAP Network Appliance $122.19 $133.56
-7.75 PLXS Plexus Corp. $67.75 $62.50
12.86 DGX Quest Diagnostics $118.63 $133.88
1.10 SEBL Siebel Systems $102.50 $103.63
15.87 IMPH IMPATH Inc. $55.13 $63.88
-5.05 21.94 Relative Strength - 13 Week return YTD
2.78 2.13 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2.52 CRUS Cirrus Logic $39.75 $40.75
15.87 IMPH IMPATH Inc. $55.13 $63.88
2.20 PCP Precision Castparts $36.94 $37.75
-15.03 DP Diagnostic Products $59.88 $50.88
8.35 ITWO i2 Technologies $169.88 $184.06
3.99 BEAS BEA Systems $78.38 $81.50
0.71 OO Oakley Inc. $17.69 $17.81
12.86 DGX Quest Diagnostics $118.63 $133.88
-3.22 LH Laboratory Corp. $126.00 $121.94
-6.91 NEWP Newport Corp. $163.63 $152.31
48.28 49.14 Relative Strength - 26 Week return YTD
4.78 -0.42 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-6.91 NEWP Newport Corp. $163.63 $152.31
12.86 DGX Quest Diagnostics $118.63 $133.88
-3.22 LH Laboratory Corp. $126.00 $121.94
15.87 IMPH IMPATH Inc. $55.13 $63.88
5.30 KEI Keithley Instruments $72.00 $75.81
-15.03 DP Diagnostic Products $59.88 $50.88
-1.54 IDTI Integrated Device $89.44 $88.06
-7.75 PLXS Plexus Corp. $67.75 $62.50
-10.54 OXHP Oxford Health Plans $31.44 $28.13
6.82 MND Mitchell Energy 'A' $46.75 $49.94
-24.60 -22.08 Spark return YTD
3.27 -2.06 Return since rebalance
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-2.46 EMC EMC Corp. $99.13 $96.69
0.06 GLW Corning Inc. $98.25 $98.31
1.10 SEBL Siebel Systems $102.50 $103.63
9.31 NTAP Network Appliance $122.19 $133.56
8.35 ITWO i2 Technologies $169.88 $184.06
3.99 BEAS BEA Systems $78.38 $81.50
-3.94 BBDB.TO Bombardier Inc. 'B' $25.40 $24.40
-3.75 KSS Kohl's Corp. $56.63 $54.50
-13.00 ADBE Adobe Systems $163.00 $141.81
-20.25 LEH Lehman Bros. Holdings $153.69 $122.56
4.36 11.13 Unemotional Growth return YTD
-9.81 -10.01 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-5.86 MERQ Mercury Interactive $151.44 $142.56
9.31 NTAP Network Appliance $122.19 $133.56
-22.67 RMBS Rambus Inc. $83.00 $64.19
-22.82 MCRL Micrel Inc. $65.94 $50.89
-7.04 PHCC Priority Health. $71.94 $66.88
-14.16 CDWC CDW Computer Ctrs $63.13 $54.19
-13.89 FLEX Flextronics Int'l $82.00 $70.61
0.00 SANM Sanmina Corp. $96.31 $96.31
-10.78 MNMD MiniMed Inc. $87.00 $77.63
-12.22 ORCL Oracle Corp. $39.38 $34.56
-4.98 SPY S&P500 Trust (Spider) $143.75 $138.19
-13.85 QQQ Nasdaq 100 Index Trust $86.50 $81.63