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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 30, 2000
Semi-annual Reinvest/Rebalance
5 stock/10 stock
99.37 33.41 PEG26
24.67 11.85 Relative Strength - 13 Week
20.92 27.17 PEG13
7.89 17.56 Formula 90
-0.02 -24.50 Keystone 100
-3.35 -15.21 Unemotional Growth
-3.37 S&P500 Trust (Spider)
-14.01 -4.73 Plowback
-18.98 Nasdaq 100 Index Trust
-23.75 24.68 Relative Strength - IBD
-24.74 -18.50 Keystone
-25.48 -18.54 Spark
-26.06 -18.50 Keystone EPS
-38.93 -0.86 Relative Strength - 26 Week
7.89 17.56 Formula 90 return YTD Cost Basis
-22.30 -10.05 Return since rebalance 7/3/00 Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-24.83 SDLI SDL Inc. $294.00 $221.00
-14.67 NEWP Newport Corp. $112.44 $95.94
18.30 SEBL Siebel Systems $82.31 $97.38
-33.28 TECH Techne Corp. $148.00 $98.75
-57.01 ADCT ADC Telecom. $41.88 $18.00
-44.37 JDSU JDS Uniphase $128.19 $71.31
28.23 NTAP Network Appliance $82.81 $106.19
52.12 ITWO i2 Technologies $103.00 $156.69
-14.25 PMCS PMC-Sierra $178.13 $152.75
-10.78 PLXS Plexus Corp. $59.13 $52.75
-24.74 -18.50 Keystone return YTD
-21.24 -23.49 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-57.01 ADCT ADC Telecom. $41.88 $18.00
-63.78 MU Micron Technology $90.25 $32.69
-22.37 GLW Corning Inc. $91.46 $71.00
18.30 SEBL Siebel Systems $82.31 $97.38
18.66 ENE Enron Corp. $68.00 $80.69
-34.25 INTC Intel Corp. $68.44 $45.00
-21.12 ORCL Oracle Corp. $40.09 $31.63
-44.37 JDSU JDS Uniphase $128.19 $71.31
-46.39 AMAT Applied Materials $92.56 $49.63
17.42 MER Merrill Lynch & Co. $57.75 $67.81
-26.06 -18.50 Keystone EPS return YTD
-25.32 -23.49 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-57.01 ADCT ADC Telecom. $41.88 $18.00
18.30 SEBL Siebel Systems $82.31 $97.38
-22.37 GLW Corning Inc. $91.46 $71.00
-44.37 JDSU JDS Uniphase $128.19 $71.31
-21.12 ORCL Oracle Corp. $40.09 $31.63
-63.78 MU Micron Technology $90.25 $32.69
17.42 MER Merrill Lynch & Co. $57.75 $67.81
18.66 ENE Enron Corp. $68.00 $80.69
-34.25 INTC Intel Corp. $68.44 $45.00
-46.39 AMAT Applied Materials $92.56 $49.63
-0.02 -24.50 Keystone 100 return YTD
-28.00 -32.72 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-51.28 RMBS Rambus Inc. $109.69 $53.44
-51.93 AMD Advanced Micro Dev. $42.13 $20.25
6.07 CIEN Ciena Corp. $85.50 $90.69
-18.01 SFA Scientific Atlanta $75.31 $61.75
-24.83 SDLI SDL Inc. $294.00 $221.00
-14.25 PMCS PMC-Sierra $178.13 $152.75
-57.01 ADCT ADC Telecom. $41.88 $18.00
-63.78 MU Micron Technology $90.25 $32.69
-22.37 GLW Corning Inc. $91.46 $71.00
-29.82 ALTR Altera Corp. $52.72 $37.00
20.92 27.17 PEG13 return YTD
18.59 -6.96 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
65.52 CMX Caremark RX $7.25 $12.00
-3.66 AZR Aztar Corp. $15.38 $14.81
-19.01 RWY Rent Way Inc. $28.94 $23.44
21.08 DGX Quest Diagnostics $74.13 $89.75
29.04 CAH Cardinal Health $73.81 $95.25
-23.55 NSIT Insight Enterprises $38.67 $29.56
-51.64 ADAC ADAC Labs. $24.81 $12.00
-17.14 CDWC CDW Computer Ctrs $66.38 $55.00
-57.01 ADCT ADC Telecom. $41.88 $18.00
-13.20 ALA Alcatel ADR $65.81 $57.13
99.37 33.41 PEG26 return YTD
31.01 -0.83 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-30.33 VSH Vishay Intertechnology $39.56 $27.56
27.44 OCA Orthodontic Centers $23.69 $30.19
-25.53 IRF Int'l Rectifier $59.00 $43.94
21.08 DGX Quest Diagnostics $74.13 $89.75
162.37 IMPH IMPATH Inc. $27.16 $71.25
-51.64 ADAC ADAC Labs. $24.81 $12.00
-6.90 ALO ALPHARMA Inc. $60.69 $56.50
-57.01 ADCT ADC Telecom. $41.88 $18.00
-29.82 ALTR Altera Corp. $52.72 $37.00
-18.01 SFA Scientific Atlanta $75.31 $61.75
-14.01 -4.73 Plowback return YTD
-9.55 -5.24 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-14.25 PMCS PMC-Sierra $178.13 $152.75
-21.12 ORCL Oracle Corp. $40.09 $31.63
-7.99 PFE Pfizer, Inc. $47.69 $43.88
6.50 RTRSY Reuters ADR $108.63 $115.69
-10.89 LLY Lilly (Eli) $98.75 $88.00
19.23 VRTS VERITAS Software $110.81 $132.13
-3.38 Q Qwest Communic. $51.75 $50.00
-4.85 MWD Morgan S. Dean Witter $85.00 $80.88
5.33 SGP Schering-Plough $50.44 $53.13
-20.99 AMGN Amgen $68.50 $54.13
-23.75 24.68 Relative Strength - IBD return YTD
-21.15 -9.90 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-24.83 SDLI SDL Inc. $294.00 $221.00
-14.67 NEWP Newport Corp. $112.44 $95.94
-51.28 RMBS Rambus Inc. $109.69 $53.44
18.30 SEBL Siebel Systems $82.31 $97.38
-33.28 TECH Techne Corp. $148.00 $98.75
27.76 BEAS BEA Systems $48.63 $62.13
-57.01 ADCT ADC Telecom. $41.88 $18.00
-44.37 JDSU JDS Uniphase $128.19 $71.31
28.23 NTAP Network Appliance $82.81 $106.19
52.12 ITWO i2 Technologies $103.00 $156.69
24.67 11.85 Relative Strength - 13 Week return YTD
5.14 -11.85 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-14.67 NEWP Newport Corp. $112.44 $95.94
-33.28 TECH Techne Corp. $148.00 $98.75
21.08 DGX Quest Diagnostics $74.13 $89.75
69.71 LH Laboratory Corp. $78.00 $132.38
-17.14 CDWC CDW Computer Ctrs $66.38 $55.00
-23.55 NSIT Insight Enterprises $38.67 $29.56
-48.16 LMS Lamson & Sessions $17.00 $8.81
-57.01 ADCT ADC Telecom. $41.88 $18.00
-19.01 RWY Rent Way Inc. $28.94 $23.44
3.48 IVX IVAX Corp. $42.38 $43.85
-38.93 -0.86 Relative Strength - 26 Week return YTD
-33.83 -25.52 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-14.67 NEWP Newport Corp. $112.44 $95.94
-51.28 RMBS Rambus Inc. $109.69 $53.44
-51.93 AMD Advanced Micro Dev. $42.13 $20.25
-18.01 SFA Scientific Atlanta $75.31 $61.75
-33.28 TECH Techne Corp. $148.00 $98.75
-24.83 SDLI SDL Inc. $294.00 $221.00
-48.16 LMS Lamson & Sessions $17.00 $8.81
-2.24 ROG Rogers Corp. $36.25 $35.44
-14.25 PMCS PMC-Sierra $178.13 $152.75
3.48 IVX IVAX Corp. $42.38 $43.85
-25.48 -18.54 Spark return YTD
-25.91 -23.58 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
9.39 EMC EMC Corp. $77.19 $84.44
-39.88 ERICY Ericsson ADR $20.69 $12.44
-32.34 TXN Texas Instruments $69.00 $46.69
-22.37 GLW Corning Inc. $91.46 $71.00
-44.37 JDSU JDS Uniphase $128.19 $71.31
-21.01 PHG Koninklijke Philips NV $48.19 $38.06
-57.01 ADCT ADC Telecom. $41.88 $18.00
18.30 SEBL Siebel Systems $82.31 $97.38
-24.98 ADI Analog Devices $80.06 $60.06
-21.50 XLNX Xilinx Inc. $85.19 $66.88
-3.35 -15.21 Unemotional Growth return YTD
-22.28 -27.71 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-57.01 ADCT ADC Telecom. $41.88 $18.00
-44.37 JDSU JDS Uniphase $128.19 $71.31
28.23 NTAP Network Appliance $82.81 $106.19
-21.12 ORCL Oracle Corp. $40.09 $31.63
-17.14 CDWC CDW Computer Ctrs $66.38 $55.00
-23.55 NSIT Insight Enterprises $38.67 $29.56
-17.24 MCRL Micrel Inc. $45.31 $37.50
-64.56 RFMD RF Micro Devices $45.85 $16.25
-23.08 DY Dycom Inds. $46.31 $35.63
-37.25 SFP Salton, Inc. $37.75 $23.69
-3.37 SPY S&P500 Trust (Spider) $147.28 $140.53
-18.98 QQQ Nasdaq 100 Index Trust $95.13 $76.77