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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 November 6, 2000
Semi-annual Reinvest/Rebalance
5 stock/10 stock
109.96 38.28 PEG26
31.71 11.64 Relative Strength - 13 Week
25.69 30.79 Formula 90
16.56 -16.64 Keystone 100
11.35 26.95 PEG13
1.15 -5.68 Unemotional Growth
-1.20 S&P500 Trust (Spider)
-11.57 43.66 Relative Strength - IBD
-13.13 Nasdaq 100 Index Trust
-14.87 -3.43 Plowback
-17.13 -14.06 Keystone
-19.63 -14.06 Keystone EPS
-22.08 -11.18 Spark
-29.80 8.44 Relative Strength - 26 Week
25.69 30.79 Formula 90 return YTD Cost Basis
-9.48 0.07 Return since rebalance 7/3/00 Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-14.17 SDLI SDL Inc. $294.00 $252.33
-5.73 NEWP Newport Corp. $112.44 $106.00
40.09 SEBL Siebel Systems $82.31 $115.31
-26.24 TECH Techne Corp. $148.00 $109.17
-41.34 ADCT ADC Telecom. $41.88 $24.56
-39.59 JDSU JDS Uniphase $128.19 $77.44
33.58 NTAP Network Appliance $82.81 $110.63
69.68 ITWO i2 Technologies $103.00 $174.77
-13.65 PMCS PMC-Sierra $178.13 $153.81
-1.90 PLXS Plexus Corp. $59.13 $58.00
-17.13 -14.06 Keystone return YTD
-13.28 -19.31 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-41.34 ADCT ADC Telecom. $41.88 $24.56
-62.19 MU Micron Technology $90.25 $34.13
-22.92 GLW Corning Inc. $91.46 $70.50
40.09 SEBL Siebel Systems $82.31 $115.31
19.94 ENE Enron Corp. $68.00 $81.56
-31.96 INTC Intel Corp. $68.44 $46.56
-30.32 ORCL Oracle Corp. $40.09 $27.94
-39.59 JDSU JDS Uniphase $128.19 $77.44
-46.73 AMAT Applied Materials $92.56 $49.31
21.86 MER Merrill Lynch & Co. $57.75 $70.38
-19.63 -14.06 Keystone EPS return YTD
-18.82 -19.31 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-41.34 ADCT ADC Telecom. $41.88 $24.56
40.09 SEBL Siebel Systems $82.31 $115.31
-22.92 GLW Corning Inc. $91.46 $70.50
-39.59 JDSU JDS Uniphase $128.19 $77.44
-30.32 ORCL Oracle Corp. $40.09 $27.94
-62.19 MU Micron Technology $90.25 $34.13
21.86 MER Merrill Lynch & Co. $57.75 $70.38
19.94 ENE Enron Corp. $68.00 $81.56
-31.96 INTC Intel Corp. $68.44 $46.56
-46.73 AMAT Applied Materials $92.56 $49.31
16.56 -16.64 Keystone 100 return YTD
-16.06 -25.72 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-36.75 RMBS Rambus Inc. $109.69 $69.38
-42.28 AMD Advanced Micro Dev. $42.13 $24.31
21.64 CIEN Ciena Corp. $85.50 $104.00
-8.71 SFA Scientific Atlanta $75.31 $68.75
-14.17 SDLI SDL Inc. $294.00 $252.33
-13.65 PMCS PMC-Sierra $178.13 $153.81
-41.34 ADCT ADC Telecom. $41.88 $24.56
-62.19 MU Micron Technology $90.25 $34.13
-22.92 GLW Corning Inc. $91.46 $70.50
-36.81 ALTR Altera Corp. $52.72 $33.31
11.35 26.95 PEG13 return YTD
9.21 -7.12 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
68.97 CMX Caremark RX $7.25 $12.25
-3.66 AZR Aztar Corp. $15.38 $14.81
-80.35 RWY Rent Way Inc. $28.94 $5.69
32.46 DGX Quest Diagnostics $74.13 $98.19
28.62 CAH Cardinal Health $73.81 $94.94
-16.92 NSIT Insight Enterprises $38.67 $32.13
-41.06 ADAC ADAC Labs. $24.81 $14.63
-15.63 CDWC CDW Computer Ctrs $66.38 $56.00
-41.34 ADCT ADC Telecom. $41.88 $24.56
-2.28 ALA Alcatel ADR $65.81 $64.31
109.96 38.28 PEG26 return YTD
37.96 2.78 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-22.27 VSH Vishay Intertechnology $39.56 $30.75
34.04 OCA Orthodontic Centers $23.69 $31.75
-28.28 IRF Int'l Rectifier $59.00 $42.31
32.46 DGX Quest Diagnostics $74.13 $98.19
173.88 IMPH IMPATH Inc. $27.16 $74.38
-41.06 ADAC ADAC Labs. $24.81 $14.63
-34.09 ALO ALPHARMA Inc. $60.69 $40.00
-41.34 ADCT ADC Telecom. $41.88 $24.56
-36.81 ALTR Altera Corp. $52.72 $33.31
-8.71 SFA Scientific Atlanta $75.31 $68.75
-14.87 -3.43 Plowback return YTD
-10.45 -3.95 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-13.65 PMCS PMC-Sierra $178.13 $153.81
-30.32 ORCL Oracle Corp. $40.09 $27.94
-6.68 PFE Pfizer, Inc. $47.69 $44.50
7.71 RTRSY Reuters ADR $108.63 $117.00
-9.30 LLY Lilly (Eli) $98.75 $89.56
39.42 VRTS VERITAS Software $110.81 $154.50
-11.59 Q Qwest Communic. $51.75 $45.75
-5.59 MWD Morgan S. Dean Witter $85.00 $80.25
3.10 SGP Schering-Plough $50.44 $52.00
-12.59 AMGN Amgen $68.50 $59.88
-11.57 43.66 Relative Strength - IBD return YTD
-8.56 3.81 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-14.17 SDLI SDL Inc. $294.00 $252.33
-5.73 NEWP Newport Corp. $112.44 $106.00
-36.75 RMBS Rambus Inc. $109.69 $69.38
40.09 SEBL Siebel Systems $82.31 $115.31
-26.24 TECH Techne Corp. $148.00 $109.17
58.61 BEAS BEA Systems $48.63 $77.13
-41.34 ADCT ADC Telecom. $41.88 $24.56
-39.59 JDSU JDS Uniphase $128.19 $77.44
33.58 NTAP Network Appliance $82.81 $110.63
69.68 ITWO i2 Technologies $103.00 $174.77
31.71 11.64 Relative Strength - 13 Week return YTD
11.08 -12.03 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-5.73 NEWP Newport Corp. $112.44 $106.00
-26.24 TECH Techne Corp. $148.00 $109.17
32.46 DGX Quest Diagnostics $74.13 $98.19
70.51 LH Laboratory Corp. $78.00 $133.00
-15.63 CDWC CDW Computer Ctrs $66.38 $56.00
-16.92 NSIT Insight Enterprises $38.67 $32.13
-42.28 LMS Lamson & Sessions $17.00 $9.81
-41.34 ADCT ADC Telecom. $41.88 $24.56
-80.35 RWY Rent Way Inc. $28.94 $5.69
5.25 IVX IVAX Corp. $42.38 $44.60
-29.80 8.44 Relative Strength - 26 Week return YTD
-23.94 -18.53 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-5.73 NEWP Newport Corp. $112.44 $106.00
-36.75 RMBS Rambus Inc. $109.69 $69.38
-42.28 AMD Advanced Micro Dev. $42.13 $24.31
-8.71 SFA Scientific Atlanta $75.31 $68.75
-26.24 TECH Techne Corp. $148.00 $109.17
-14.17 SDLI SDL Inc. $294.00 $252.33
-42.28 LMS Lamson & Sessions $17.00 $9.81
-0.69 ROG Rogers Corp. $36.25 $36.00
-13.65 PMCS PMC-Sierra $178.13 $153.81
5.25 IVX IVAX Corp. $42.38 $44.60
-22.08 -11.18 Spark return YTD
-22.53 -16.67 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
22.83 EMC EMC Corp. $77.19 $94.81
-40.18 ERICY Ericsson ADR $20.69 $12.38
-32.79 TXN Texas Instruments $69.00 $46.38
-22.92 GLW Corning Inc. $91.46 $70.50
-39.59 JDSU JDS Uniphase $128.19 $77.44
-15.82 PHG Koninklijke Philips NV $48.19 $40.56
-41.34 ADCT ADC Telecom. $41.88 $24.56
40.09 SEBL Siebel Systems $82.31 $115.31
-22.56 ADI Analog Devices $80.06 $62.00
-14.45 XLNX Xilinx Inc. $85.19 $72.88
1.15 -5.68 Unemotional Growth return YTD
-18.66 -19.59 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-41.34 ADCT ADC Telecom. $41.88 $24.56
-39.59 JDSU JDS Uniphase $128.19 $77.44
33.58 NTAP Network Appliance $82.81 $110.63
-30.32 ORCL Oracle Corp. $40.09 $27.94
-15.63 CDWC CDW Computer Ctrs $66.38 $56.00
-16.92 NSIT Insight Enterprises $38.67 $32.13
-7.03 MCRL Micrel Inc. $45.31 $42.13
-45.75 RFMD RF Micro Devices $45.85 $24.88
-11.20 DY Dycom Inds. $46.31 $41.13
-21.69 SFP Salton, Inc. $37.75 $29.56
-1.20 SPY S&P500 Trust (Spider) $147.28 $143.69
-13.13 QQQ Nasdaq 100 Index Trust $95.13 $82.31