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 23, 2000
Semi-annual Reinvest/Rebalance
5 stock/10 stock
100.13 36.97 PEG26
46.19 55.06 Formula 90
40.22 21.73 Relative Strength - 13 Week
32.70 -1.67 Keystone 100
21.84 29.13 PEG13
17.77 -0.37 Unemotional Growth
2.64 63.64 Relative Strength - IBD
-3.37 S&P500 Trust (Spider)
-7.10 2.42 Plowback
-8.48 -9.00 Keystone EPS
-9.04 Nasdaq 100 Index Trust
-9.97 -3.70 Spark
-12.24 -9.00 Keystone
-21.59 22.43 Relative Strength - 26 Week
46.19 55.06 Formula 90 return YTD Cost Basis
5.29 18.64 Return since rebalance 7/3/00 Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
12.90 SDLI SDL Inc. $294.00 $331.94
41.41 NEWP Newport Corp. $112.44 $159.00
33.41 SEBL Siebel Systems $82.31 $109.81
-15.33 TECH Techne Corp. $148.00 $125.31
-45.97 ADCT ADC Telecom. $41.88 $22.63
-21.06 JDSU JDS Uniphase $128.19 $101.19
69.51 NTAP Network Appliance $82.81 $140.38
72.19 ITWO i2 Technologies $103.00 $177.36
18.18 PMCS PMC-Sierra $178.13 $210.50
21.14 PLXS Plexus Corp. $59.13 $71.63
-12.24 -9.00 Keystone return YTD
-8.17 -14.56 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-45.97 ADCT ADC Telecom. $41.88 $22.63
-59.76 MU Micron Technology $90.25 $36.31
10.91 GLW Corning Inc. $91.46 $101.44
33.41 SEBL Siebel Systems $82.31 $109.81
20.59 ENE Enron Corp. $68.00 $82.00
-36.71 INTC Intel Corp. $68.44 $43.31
-15.04 ORCL Oracle Corp. $40.09 $34.06
-21.06 JDSU JDS Uniphase $128.19 $101.19
-42.27 AMAT Applied Materials $92.56 $53.44
10.28 MER Merrill Lynch & Co. $57.75 $63.69
-8.48 -9.00 Keystone EPS return YTD
-7.55 -14.56 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-45.97 ADCT ADC Telecom. $41.88 $22.63
33.41 SEBL Siebel Systems $82.31 $109.81
10.91 GLW Corning Inc. $91.46 $101.44
-21.06 JDSU JDS Uniphase $128.19 $101.19
-15.04 ORCL Oracle Corp. $40.09 $34.06
-59.76 MU Micron Technology $90.25 $36.31
10.28 MER Merrill Lynch & Co. $57.75 $63.69
20.59 ENE Enron Corp. $68.00 $82.00
-36.71 INTC Intel Corp. $68.44 $43.31
-42.27 AMAT Applied Materials $92.56 $53.44
32.70 -1.67 Keystone 100 return YTD
-4.43 -12.38 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-41.77 RMBS Rambus Inc. $109.69 $63.88
-48.07 AMD Advanced Micro Dev. $42.13 $21.88
66.23 CIEN Ciena Corp. $85.50 $142.13
-11.45 SFA Scientific Atlanta $75.31 $66.69
12.90 SDLI SDL Inc. $294.00 $331.94
18.18 PMCS PMC-Sierra $178.13 $210.50
-45.97 ADCT ADC Telecom. $41.88 $22.63
-59.76 MU Micron Technology $90.25 $36.31
10.91 GLW Corning Inc. $91.46 $101.44
-24.96 ALTR Altera Corp. $52.72 $39.56
21.84 29.13 PEG13 return YTD
19.50 -5.52 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
62.07 CMX Caremark RX $7.25 $11.75
-6.91 AZR Aztar Corp. $15.38 $14.31
-20.52 RWY Rent Way Inc. $28.94 $23.00
34.32 DGX Quest Diagnostics $74.13 $99.56
28.54 CAH Cardinal Health $73.81 $94.88
-32.76 NSIT Insight Enterprises $38.67 $26.00
-53.65 ADAC ADAC Labs. $24.81 $11.50
-13.94 CDWC CDW Computer Ctrs $66.38 $57.13
-45.97 ADCT ADC Telecom. $41.88 $22.63
-6.36 ALA Alcatel ADR $65.81 $61.63
100.13 36.97 PEG26 return YTD
31.51 1.81 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-28.59 VSH Vishay Intertechnology $39.56 $28.25
8.18 OCA Orthodontic Centers $23.69 $25.63
-12.29 IRF Int'l Rectifier $59.00 $51.75
34.32 DGX Quest Diagnostics $74.13 $99.56
155.93 IMPH IMPATH Inc. $27.16 $69.50
-53.65 ADAC ADAC Labs. $24.81 $11.50
-3.40 ALO ALPHARMA Inc. $60.69 $58.63
-45.97 ADCT ADC Telecom. $41.88 $22.63
-24.96 ALTR Altera Corp. $52.72 $39.56
-11.45 SFA Scientific Atlanta $75.31 $66.69
-7.10 2.42 Plowback return YTD
-2.28 1.87 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
18.18 PMCS PMC-Sierra $178.13 $210.50
-15.04 ORCL Oracle Corp. $40.09 $34.06
-4.85 PFE Pfizer, Inc. $47.69 $45.38
0.27 RTRSY Reuters ADR $108.63 $108.92
-9.94 LLY Lilly (Eli) $98.75 $88.94
42.02 VRTS VERITAS Software $110.81 $157.38
-12.32 Q Qwest Communic. $51.75 $45.38
-8.24 MWD Morgan S. Dean Witter $85.00 $78.00
5.08 SGP Schering-Plough $50.44 $53.00
3.56 AMGN Amgen $68.50 $70.94
2.64 63.64 Relative Strength - IBD return YTD
6.13 18.25 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
12.90 SDLI SDL Inc. $294.00 $331.94
41.41 NEWP Newport Corp. $112.44 $159.00
-41.77 RMBS Rambus Inc. $109.69 $63.88
33.41 SEBL Siebel Systems $82.31 $109.81
-15.33 TECH Techne Corp. $148.00 $125.31
77.25 BEAS BEA Systems $48.63 $86.19
-45.97 ADCT ADC Telecom. $41.88 $22.63
-21.06 JDSU JDS Uniphase $128.19 $101.19
69.51 NTAP Network Appliance $82.81 $140.38
72.19 ITWO i2 Technologies $103.00 $177.36
40.22 21.73 Relative Strength - 13 Week return YTD
18.25 -4.07 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
41.41 NEWP Newport Corp. $112.44 $159.00
-15.33 TECH Techne Corp. $148.00 $125.31
34.32 DGX Quest Diagnostics $74.13 $99.56
44.79 LH Laboratory Corp. $78.00 $112.94
-13.94 CDWC CDW Computer Ctrs $66.38 $57.13
-32.76 NSIT Insight Enterprises $38.67 $26.00
-42.65 LMS Lamson & Sessions $17.00 $9.75
-45.97 ADCT ADC Telecom. $41.88 $22.63
-20.52 RWY Rent Way Inc. $28.94 $23.00
9.92 IVX IVAX Corp. $42.38 $46.58
-21.59 22.43 Relative Strength - 26 Week return YTD
-15.04 -8.01 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
41.41 NEWP Newport Corp. $112.44 $159.00
-41.77 RMBS Rambus Inc. $109.69 $63.88
-48.07 AMD Advanced Micro Dev. $42.13 $21.88
-11.45 SFA Scientific Atlanta $75.31 $66.69
-15.33 TECH Techne Corp. $148.00 $125.31
12.90 SDLI SDL Inc. $294.00 $331.94
-42.65 LMS Lamson & Sessions $17.00 $9.75
-3.28 ROG Rogers Corp. $36.25 $35.06
18.18 PMCS PMC-Sierra $178.13 $210.50
9.92 IVX IVAX Corp. $42.38 $46.58
-9.97 -3.70 Spark return YTD
-10.49 -9.65 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
29.47 EMC EMC Corp. $77.19 $99.94
-42.60 ERICY Ericsson ADR $20.69 $11.88
-29.17 TXN Texas Instruments $69.00 $48.88
10.91 GLW Corning Inc. $91.46 $101.44
-21.06 JDSU JDS Uniphase $128.19 $101.19
-18.94 PHG Koninklijke Philips NV $48.19 $39.06
-45.97 ADCT ADC Telecom. $41.88 $22.63
33.41 SEBL Siebel Systems $82.31 $109.81
-1.33 ADI Analog Devices $80.06 $79.00
-11.23 XLNX Xilinx Inc. $85.19 $75.63
17.77 -0.37 Unemotional Growth return YTD
-5.30 -15.06 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-45.97 ADCT ADC Telecom. $41.88 $22.63
-21.06 JDSU JDS Uniphase $128.19 $101.19
69.51 NTAP Network Appliance $82.81 $140.38
-15.04 ORCL Oracle Corp. $40.09 $34.06
-13.94 CDWC CDW Computer Ctrs $66.38 $57.13
-32.76 NSIT Insight Enterprises $38.67 $26.00
14.90 MCRL Micrel Inc. $45.31 $52.06
-65.92 RFMD RF Micro Devices $45.85 $15.63
-9.18 DY Dycom Inds. $46.31 $42.06
-31.13 SFP Salton, Inc. $37.75 $26.00
-3.37 SPY S&P500 Trust (Spider) $147.28 $140.53
-9.04 QQQ Nasdaq 100 Index Trust $95.13 $86.19