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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 13, 2000
Semi-annual Reinvest/Rebalance
5 stock/10 stock
78.78 21.54 PEG26
24.33 2.63 Relative Strength - 13 Week
8.92 21.22 PEG13
1.98 3.35 Formula 90
1.07 -28.94 Keystone 100
-6.94 S&P500 Trust (Spider)
-14.67 -19.41 Unemotional Growth
-23.71 -14.09 Plowback
-25.79 Nasdaq 100 Index Trust
-28.34 -25.63 Keystone
-28.41 13.45 Relative Strength - IBD
-32.28 -25.23 Spark
-33.27 -25.63 Keystone EPS
-41.11 -6.33 Relative Strength - 26 Week
1.98 3.35 Formula 90 return YTD Cost Basis
-26.56 -20.93 Return since rebalance 7/3/00 Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-25.89 SDLI SDL Inc. $294.00 $217.88
-28.85 NEWP Newport Corp. $112.44 $80.00
6.83 SEBL Siebel Systems $82.31 $87.94
-35.77 TECH Techne Corp. $148.00 $95.06
-49.10 ADCT ADC Telecom. $41.88 $21.31
-46.95 JDSU JDS Uniphase $128.19 $68.00
2.04 NTAP Network Appliance $82.81 $84.50
14.20 ITWO i2 Technologies $103.00 $117.63
-35.61 PMCS PMC-Sierra $178.13 $114.69
-10.15 PLXS Plexus Corp. $59.13 $53.13
-28.34 -25.63 Keystone return YTD
-25.01 -30.18 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-49.10 ADCT ADC Telecom. $41.88 $21.31
-64.13 MU Micron Technology $90.25 $32.38
-35.49 GLW Corning Inc. $91.46 $59.00
6.83 SEBL Siebel Systems $82.31 $87.94
16.82 ENE Enron Corp. $68.00 $79.44
-44.20 INTC Intel Corp. $68.44 $38.19
-38.27 ORCL Oracle Corp. $40.09 $24.75
-46.95 JDSU JDS Uniphase $128.19 $68.00
-56.52 AMAT Applied Materials $92.56 $40.25
9.20 MER Merrill Lynch & Co. $57.75 $63.06
-33.27 -25.63 Keystone EPS return YTD
-32.60 -30.18 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-49.10 ADCT ADC Telecom. $41.88 $21.31
6.83 SEBL Siebel Systems $82.31 $87.94
-35.49 GLW Corning Inc. $91.46 $59.00
-46.95 JDSU JDS Uniphase $128.19 $68.00
-38.27 ORCL Oracle Corp. $40.09 $24.75
-64.13 MU Micron Technology $90.25 $32.38
9.20 MER Merrill Lynch & Co. $57.75 $63.06
16.82 ENE Enron Corp. $68.00 $79.44
-44.20 INTC Intel Corp. $68.44 $38.19
-56.52 AMAT Applied Materials $92.56 $40.25
1.07 -28.94 Keystone 100 return YTD
-27.21 -36.68 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-46.21 RMBS Rambus Inc. $109.69 $59.00
-49.41 AMD Advanced Micro Dev. $42.13 $21.31
6.21 CIEN Ciena Corp. $85.50 $90.81
-20.75 SFA Scientific Atlanta $75.31 $59.69
-25.89 SDLI SDL Inc. $294.00 $217.88
-35.61 PMCS PMC-Sierra $178.13 $114.69
-49.10 ADCT ADC Telecom. $41.88 $21.31
-64.13 MU Micron Technology $90.25 $32.38
-35.49 GLW Corning Inc. $91.46 $59.00
-46.41 ALTR Altera Corp. $52.72 $28.25
8.92 21.22 PEG13 return YTD
6.83 -11.31 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
62.93 CMX Caremark RX $7.25 $11.81
-5.69 AZR Aztar Corp. $15.38 $14.50
-83.80 RWY Rent Way Inc. $28.94 $4.69
37.86 DGX Quest Diagnostics $74.13 $102.19
22.86 CAH Cardinal Health $73.81 $90.69
-32.11 NSIT Insight Enterprises $38.67 $26.25
-26.20 ADAC ADAC Labs. $24.81 $18.31
-24.65 CDWC CDW Computer Ctrs $66.38 $50.02
-49.10 ADCT ADC Telecom. $41.88 $21.31
-15.19 ALA Alcatel ADR $65.81 $55.81
78.78 21.54 PEG26 return YTD
17.48 -9.66 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-32.54 VSH Vishay Intertechnology $39.56 $26.69
33.25 OCA Orthodontic Centers $23.69 $31.56
-35.28 IRF Int'l Rectifier $59.00 $38.19
37.86 DGX Quest Diagnostics $74.13 $102.19
84.12 IMPH IMPATH Inc. $27.16 $50.00
-26.20 ADAC ADAC Labs. $24.81 $18.31
-41.50 ALO ALPHARMA Inc. $60.69 $35.50
-49.10 ADCT ADC Telecom. $41.88 $21.31
-46.41 ALTR Altera Corp. $52.72 $28.25
-20.75 SFA Scientific Atlanta $75.31 $59.69
-23.71 -14.09 Plowback return YTD
-19.76 -14.55 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-35.61 PMCS PMC-Sierra $178.13 $114.69
-38.27 ORCL Oracle Corp. $40.09 $24.75
-11.53 PFE Pfizer, Inc. $47.69 $42.19
-0.58 RTRSY Reuters ADR $108.63 $108.00
-12.78 LLY Lilly (Eli) $98.75 $86.13
1.75 VRTS VERITAS Software $110.81 $112.75
-19.69 Q Qwest Communic. $51.75 $41.56
-20.00 MWD Morgan S. Dean Witter $85.00 $68.00
-0.25 SGP Schering-Plough $50.44 $50.31
-8.58 AMGN Amgen $68.50 $62.63
-28.41 13.45 Relative Strength - IBD return YTD
-25.98 -18.01 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-25.89 SDLI SDL Inc. $294.00 $217.88
-28.85 NEWP Newport Corp. $112.44 $80.00
-46.21 RMBS Rambus Inc. $109.69 $59.00
6.83 SEBL Siebel Systems $82.31 $87.94
-35.77 TECH Techne Corp. $148.00 $95.06
29.56 BEAS BEA Systems $48.63 $63.00
-49.10 ADCT ADC Telecom. $41.88 $21.31
-46.95 JDSU JDS Uniphase $128.19 $68.00
2.04 NTAP Network Appliance $82.81 $84.50
14.20 ITWO i2 Technologies $103.00 $117.63
24.33 2.63 Relative Strength - 13 Week return YTD
4.85 -19.12 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-28.85 NEWP Newport Corp. $112.44 $80.00
-35.77 TECH Techne Corp. $148.00 $95.06
37.86 DGX Quest Diagnostics $74.13 $102.19
75.64 LH Laboratory Corp. $78.00 $137.00
-24.65 CDWC CDW Computer Ctrs $66.38 $50.02
-32.11 NSIT Insight Enterprises $38.67 $26.25
-48.16 LMS Lamson & Sessions $17.00 $8.81
-49.10 ADCT ADC Telecom. $41.88 $21.31
-83.80 RWY Rent Way Inc. $28.94 $4.69
-2.30 IVX IVAX Corp. $42.38 $41.40
-41.11 -6.33 Relative Strength - 26 Week return YTD
-36.20 -29.62 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-28.85 NEWP Newport Corp. $112.44 $80.00
-46.21 RMBS Rambus Inc. $109.69 $59.00
-49.41 AMD Advanced Micro Dev. $42.13 $21.31
-20.75 SFA Scientific Atlanta $75.31 $59.69
-35.77 TECH Techne Corp. $148.00 $95.06
-25.89 SDLI SDL Inc. $294.00 $217.88
-48.16 LMS Lamson & Sessions $17.00 $8.81
-3.28 ROG Rogers Corp. $36.25 $35.06
-35.61 PMCS PMC-Sierra $178.13 $114.69
-2.30 IVX IVAX Corp. $42.38 $41.40
-32.28 -25.23 Spark return YTD
-32.67 -29.85 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
2.19 EMC EMC Corp. $77.19 $78.88
-44.41 ERICY Ericsson ADR $20.69 $11.50
-38.68 TXN Texas Instruments $69.00 $42.31
-35.49 GLW Corning Inc. $91.46 $59.00
-46.95 JDSU JDS Uniphase $128.19 $68.00
-27.50 PHG Koninklijke Philips NV $48.19 $34.94
-49.10 ADCT ADC Telecom. $41.88 $21.31
6.83 SEBL Siebel Systems $82.31 $87.94
-39.81 ADI Analog Devices $80.06 $48.19
-25.61 XLNX Xilinx Inc. $85.19 $63.38
-14.67 -19.41 Unemotional Growth return YTD
-31.39 -31.30 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-49.10 ADCT ADC Telecom. $41.88 $21.31
-46.95 JDSU JDS Uniphase $128.19 $68.00
2.04 NTAP Network Appliance $82.81 $84.50
-38.27 ORCL Oracle Corp. $40.09 $24.75
-24.65 CDWC CDW Computer Ctrs $66.38 $50.02
-32.11 NSIT Insight Enterprises $38.67 $26.25
-18.34 MCRL Micrel Inc. $45.31 $37.00
-56.52 RFMD RF Micro Devices $45.85 $19.94
-7.15 DY Dycom Inds. $46.31 $43.00
-41.89 SFP Salton, Inc. $37.75 $21.94
-6.94 SPY S&P500 Trust (Spider) $147.28 $135.34
-25.79 QQQ Nasdaq 100 Index Trust $95.13 $70.31