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
Semi-annual Reinvest/Rebalance
5 stock/10 stock
104.40 37.79 PEG26
48.02 27.18 Relative Strength - 13 Week
38.66 46.91 Formula 90
30.10 35.70 PEG13
22.23 -8.49 Keystone 100
16.00 0.80 Unemotional Growth
-4.40 57.63 Relative Strength - IBD
-4.98 S&P500 Trust (Spider)
-9.55 -12.90 Keystone EPS
-10.52 -0.91 Plowback
-11.21 -6.64 Spark
-13.63 -12.90 Keystone
-13.85 Nasdaq 100 Index Trust
-29.24 12.27 Relative Strength - 26 Week
38.66 46.91 Formula 90 return YTD Cost Basis
-0.14 12.40 Return since rebalance 7/3/00 Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
4.27 SDLI SDL Inc. $294.00 $306.56
35.46 NEWP Newport Corp. $112.44 $152.31
25.89 SEBL Siebel Systems $82.31 $103.63
-29.90 TECH Techne Corp. $148.00 $103.75
-36.42 ADCT ADC Telecom. $41.88 $26.63
-26.33 JDSU JDS Uniphase $128.19 $94.44
61.28 NTAP Network Appliance $82.81 $133.56
78.70 ITWO i2 Technologies $103.00 $184.06
5.37 PMCS PMC-Sierra $178.13 $187.69
5.71 PLXS Plexus Corp. $59.13 $62.50
-13.63 -12.90 Keystone return YTD
-9.61 -18.23 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-36.42 ADCT ADC Telecom. $41.88 $26.63
-62.67 MU Micron Technology $90.25 $33.69
7.49 GLW Corning Inc. $91.46 $98.31
25.89 SEBL Siebel Systems $82.31 $103.63
17.65 ENE Enron Corp. $68.00 $80.00
-47.85 INTC Intel Corp. $68.44 $35.69
-13.80 ORCL Oracle Corp. $40.09 $34.56
-26.33 JDSU JDS Uniphase $128.19 $94.44
-47.33 AMAT Applied Materials $92.56 $48.75
1.08 MER Merrill Lynch & Co. $57.75 $58.38
-9.55 -12.90 Keystone EPS return YTD
-8.63 -18.23 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-36.42 ADCT ADC Telecom. $41.88 $26.63
25.89 SEBL Siebel Systems $82.31 $103.63
7.49 GLW Corning Inc. $91.46 $98.31
-26.33 JDSU JDS Uniphase $128.19 $94.44
-13.80 ORCL Oracle Corp. $40.09 $34.56
-62.67 MU Micron Technology $90.25 $33.69
1.08 MER Merrill Lynch & Co. $57.75 $58.38
17.65 ENE Enron Corp. $68.00 $80.00
-47.85 INTC Intel Corp. $68.44 $35.69
-47.33 AMAT Applied Materials $92.56 $48.75
22.23 -8.49 Keystone 100 return YTD
-11.97 -18.46 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-41.48 RMBS Rambus Inc. $109.69 $64.19
-51.63 AMD Advanced Micro Dev. $42.13 $20.38
58.10 CIEN Ciena Corp. $85.50 $135.17
-29.13 SFA Scientific Atlanta $75.31 $53.38
4.27 SDLI SDL Inc. $294.00 $306.56
5.37 PMCS PMC-Sierra $178.13 $187.69
-36.42 ADCT ADC Telecom. $41.88 $26.63
-62.67 MU Micron Technology $90.25 $33.69
7.49 GLW Corning Inc. $91.46 $98.31
-38.47 ALTR Altera Corp. $52.72 $32.44
30.10 35.70 PEG13 return YTD
27.60 -0.72 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
61.21 CMX Caremark RX $7.25 $11.69
-14.63 AZR Aztar Corp. $15.38 $13.13
-11.02 RWY Rent Way Inc. $28.94 $25.75
80.61 DGX Quest Diagnostics $74.13 $133.88
21.85 CAH Cardinal Health $73.81 $89.94
-40.03 NSIT Insight Enterprises $38.67 $23.19
-49.87 ADAC ADAC Labs. $24.81 $12.44
-18.36 CDWC CDW Computer Ctrs $66.38 $54.19
-36.42 ADCT ADC Telecom. $41.88 $26.63
-0.47 ALA Alcatel ADR $65.81 $65.50
104.40 37.79 PEG26 return YTD
34.31 2.42 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-31.12 VSH Vishay Intertechnology $39.56 $27.25
13.98 OCA Orthodontic Centers $23.69 $27.00
-27.12 IRF Int'l Rectifier $59.00 $43.00
80.61 DGX Quest Diagnostics $74.13 $133.88
135.21 IMPH IMPATH Inc. $27.16 $63.88
-49.87 ADAC ADAC Labs. $24.81 $12.44
6.49 ALO ALPHARMA Inc. $60.69 $64.63
-36.42 ADCT ADC Telecom. $41.88 $26.63
-38.47 ALTR Altera Corp. $52.72 $32.44
-29.13 SFA Scientific Atlanta $75.31 $53.38
-10.52 -0.91 Plowback return YTD
-5.88 -1.45 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
5.37 PMCS PMC-Sierra $178.13 $187.69
-13.80 ORCL Oracle Corp. $40.09 $34.56
-8.39 PFE Pfizer, Inc. $47.69 $43.69
-3.51 RTRSY Reuters ADR $108.63 $104.81
-9.05 LLY Lilly (Eli) $98.75 $89.81
35.60 VRTS VERITAS Software $110.81 $150.27
-7.37 Q Qwest Communic. $51.75 $47.94
-8.60 MWD Morgan S. Dean Witter $85.00 $77.69
2.11 SGP Schering-Plough $50.44 $51.50
-6.84 AMGN Amgen $68.50 $63.81
-4.40 57.63 Relative Strength - IBD return YTD
-1.15 13.91 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
4.27 SDLI SDL Inc. $294.00 $306.56
35.46 NEWP Newport Corp. $112.44 $152.31
-41.48 RMBS Rambus Inc. $109.69 $64.19
25.89 SEBL Siebel Systems $82.31 $103.63
-29.90 TECH Techne Corp. $148.00 $103.75
67.61 BEAS BEA Systems $48.63 $81.50
-36.42 ADCT ADC Telecom. $41.88 $26.63
-26.33 JDSU JDS Uniphase $128.19 $94.44
61.28 NTAP Network Appliance $82.81 $133.56
78.70 ITWO i2 Technologies $103.00 $184.06
48.02 27.18 Relative Strength - 13 Week return YTD
24.83 0.22 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
35.46 NEWP Newport Corp. $112.44 $152.31
-29.90 TECH Techne Corp. $148.00 $103.75
80.61 DGX Quest Diagnostics $74.13 $133.88
56.33 LH Laboratory Corp. $78.00 $121.94
-18.36 CDWC CDW Computer Ctrs $66.38 $54.19
-40.03 NSIT Insight Enterprises $38.67 $23.19
-41.91 LMS Lamson & Sessions $17.00 $9.88
-36.42 ADCT ADC Telecom. $41.88 $26.63
-11.02 RWY Rent Way Inc. $28.94 $25.75
7.47 IVX IVAX Corp. $42.38 $45.54
-29.24 12.27 Relative Strength - 26 Week return YTD
-23.34 -15.65 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
35.46 NEWP Newport Corp. $112.44 $152.31
-41.48 RMBS Rambus Inc. $109.69 $64.19
-51.63 AMD Advanced Micro Dev. $42.13 $20.38
-29.13 SFA Scientific Atlanta $75.31 $53.38
-29.90 TECH Techne Corp. $148.00 $103.75
4.27 SDLI SDL Inc. $294.00 $306.56
-41.91 LMS Lamson & Sessions $17.00 $9.88
-15.00 ROG Rogers Corp. $36.25 $30.81
5.37 PMCS PMC-Sierra $178.13 $187.69
7.47 IVX IVAX Corp. $42.38 $45.54
-11.21 -6.64 Spark return YTD
-11.72 -12.41 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
25.26 EMC EMC Corp. $77.19 $96.69
-28.17 ERICY Ericsson ADR $20.69 $14.86
-36.87 TXN Texas Instruments $69.00 $43.56
7.49 GLW Corning Inc. $91.46 $98.31
-26.33 JDSU JDS Uniphase $128.19 $94.44
-22.31 PHG Koninklijke Philips NV $48.19 $37.44
-36.42 ADCT ADC Telecom. $41.88 $26.63
25.89 SEBL Siebel Systems $82.31 $103.63
-16.55 ADI Analog Devices $80.06 $66.81
-16.14 XLNX Xilinx Inc. $85.19 $71.44
16.00 0.80 Unemotional Growth return YTD
-6.72 -14.06 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-36.42 ADCT ADC Telecom. $41.88 $26.63
-26.33 JDSU JDS Uniphase $128.19 $94.44
61.28 NTAP Network Appliance $82.81 $133.56
-13.80 ORCL Oracle Corp. $40.09 $34.56
-18.36 CDWC CDW Computer Ctrs $66.38 $54.19
-40.03 NSIT Insight Enterprises $38.67 $23.19
12.31 MCRL Micrel Inc. $45.31 $50.89
-42.48 RFMD RF Micro Devices $45.85 $26.38
-9.99 DY Dycom Inds. $46.31 $41.69
-26.82 SFP Salton, Inc. $37.75 $27.63
-4.98 SPY S&P500 Trust (Spider) $147.28 $138.19
-13.85 QQQ Nasdaq 100 Index Trust $95.13 $81.63