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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 20, 2000
Semi-annual Reinvest/Rebalance
5 stock/10 stock
64.76 15.40 PEG26
18.94 -1.88 Relative Strength - 13 Week
9.95 18.58 PEG13
0.14 -28.59 Keystone 100
-0.70 -0.56 Formula 90
-7.61 S&P500 Trust (Spider)
-22.96 -23.01 Unemotional Growth
-23.60 -14.05 Plowback
-26.65 Nasdaq 100 Index Trust
-27.86 -25.29 Keystone
-30.59 7.61 Relative Strength - IBD
-32.25 -24.42 Spark
-34.23 -25.29 Keystone EPS
-44.33 -7.81 Relative Strength - 26 Week
-0.70 -0.56 Formula 90 return YTD Cost Basis
-28.49 -23.92 Return since rebalance 7/3/00 Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-21.92 SDLI SDL Inc. $294.00 $229.56
-37.74 NEWP Newport Corp. $112.44 $70.00
5.09 SEBL Siebel Systems $82.31 $86.50
-38.01 TECH Techne Corp. $148.00 $91.75
-49.85 ADCT ADC Telecom. $41.88 $21.00
-49.63 JDSU JDS Uniphase $128.19 $64.56
-18.79 NTAP Network Appliance $82.81 $67.25
11.10 ITWO i2 Technologies $103.00 $114.44
-35.72 PMCS PMC-Sierra $178.13 $114.50
-3.70 PLXS Plexus Corp. $59.13 $56.94
-27.86 -25.29 Keystone return YTD
-24.51 -29.86 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-49.85 ADCT ADC Telecom. $41.88 $21.00
-60.66 MU Micron Technology $90.25 $35.50
-35.15 GLW Corning Inc. $91.46 $59.31
5.09 SEBL Siebel Systems $82.31 $86.50
18.01 ENE Enron Corp. $68.00 $80.25
-39.91 INTC Intel Corp. $68.44 $41.13
-38.27 ORCL Oracle Corp. $40.09 $24.75
-49.63 JDSU JDS Uniphase $128.19 $64.56
-55.57 AMAT Applied Materials $92.56 $41.13
7.36 MER Merrill Lynch & Co. $57.75 $62.00
-34.23 -25.29 Keystone EPS return YTD
-33.56 -29.86 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-49.85 ADCT ADC Telecom. $41.88 $21.00
5.09 SEBL Siebel Systems $82.31 $86.50
-35.15 GLW Corning Inc. $91.46 $59.31
-49.63 JDSU JDS Uniphase $128.19 $64.56
-38.27 ORCL Oracle Corp. $40.09 $24.75
-60.66 MU Micron Technology $90.25 $35.50
7.36 MER Merrill Lynch & Co. $57.75 $62.00
18.01 ENE Enron Corp. $68.00 $80.25
-39.91 INTC Intel Corp. $68.44 $41.13
-55.57 AMAT Applied Materials $92.56 $41.13
0.14 -28.59 Keystone 100 return YTD
-27.88 -36.36 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-48.55 RMBS Rambus Inc. $109.69 $56.44
-51.63 AMD Advanced Micro Dev. $42.13 $20.38
5.19 CIEN Ciena Corp. $85.50 $89.94
-22.49 SFA Scientific Atlanta $75.31 $58.38
-21.92 SDLI SDL Inc. $294.00 $229.56
-35.72 PMCS PMC-Sierra $178.13 $114.50
-49.85 ADCT ADC Telecom. $41.88 $21.00
-60.66 MU Micron Technology $90.25 $35.50
-35.15 GLW Corning Inc. $91.46 $59.31
-42.86 ALTR Altera Corp. $52.72 $30.13
9.95 18.58 PEG13 return YTD
7.84 -13.24 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
62.93 CMX Caremark RX $7.25 $11.81
-4.47 AZR Aztar Corp. $15.38 $14.69
-84.23 RWY Rent Way Inc. $28.94 $4.56
30.69 DGX Quest Diagnostics $74.13 $96.88
34.29 CAH Cardinal Health $73.81 $99.13
-34.86 NSIT Insight Enterprises $38.67 $25.19
-25.94 ADAC ADAC Labs. $24.81 $18.38
-33.71 CDWC CDW Computer Ctrs $66.38 $44.00
-49.85 ADCT ADC Telecom. $41.88 $21.00
-27.26 ALA Alcatel ADR $65.81 $47.88
64.76 15.40 PEG26 return YTD
8.27 -14.22 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-32.39 VSH Vishay Intertechnology $39.56 $26.75
37.99 OCA Orthodontic Centers $23.69 $32.69
-36.97 IRF Int'l Rectifier $59.00 $37.19
30.69 DGX Quest Diagnostics $74.13 $96.88
42.00 IMPH IMPATH Inc. $27.16 $38.56
-25.94 ADAC ADAC Labs. $24.81 $18.38
-42.43 ALO ALPHARMA Inc. $60.69 $34.94
-49.85 ADCT ADC Telecom. $41.88 $21.00
-42.86 ALTR Altera Corp. $52.72 $30.13
-22.49 SFA Scientific Atlanta $75.31 $58.38
-23.60 -14.05 Plowback return YTD
-19.64 -14.51 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-35.72 PMCS PMC-Sierra $178.13 $114.50
-38.27 ORCL Oracle Corp. $40.09 $24.75
-9.83 PFE Pfizer, Inc. $47.69 $43.00
-3.22 RTRSY Reuters ADR $108.63 $105.13
-11.14 LLY Lilly (Eli) $98.75 $87.75
-3.21 VRTS VERITAS Software $110.81 $107.25
-19.08 Q Qwest Communic. $51.75 $41.88
-24.12 MWD Morgan S. Dean Witter $85.00 $64.50
6.94 SGP Schering-Plough $50.44 $53.94
-7.48 AMGN Amgen $68.50 $63.38
-30.59 7.61 Relative Strength - IBD return YTD
-28.23 -22.23 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-21.92 SDLI SDL Inc. $294.00 $229.56
-37.74 NEWP Newport Corp. $112.44 $70.00
-48.55 RMBS Rambus Inc. $109.69 $56.44
5.09 SEBL Siebel Systems $82.31 $86.50
-38.01 TECH Techne Corp. $148.00 $91.75
25.96 BEAS BEA Systems $48.63 $61.25
-49.85 ADCT ADC Telecom. $41.88 $21.00
-49.63 JDSU JDS Uniphase $128.19 $64.56
-18.79 NTAP Network Appliance $82.81 $67.25
11.10 ITWO i2 Technologies $103.00 $114.44
18.94 -1.88 Relative Strength - 13 Week return YTD
0.30 -22.68 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-37.74 NEWP Newport Corp. $112.44 $70.00
-38.01 TECH Techne Corp. $148.00 $91.75
30.69 DGX Quest Diagnostics $74.13 $96.88
80.29 LH Laboratory Corp. $78.00 $140.63
-33.71 CDWC CDW Computer Ctrs $66.38 $44.00
-34.86 NSIT Insight Enterprises $38.67 $25.19
-47.06 LMS Lamson & Sessions $17.00 $9.00
-49.85 ADCT ADC Telecom. $41.88 $21.00
-84.23 RWY Rent Way Inc. $28.94 $4.56
-12.33 IVX IVAX Corp. $42.38 $37.15
-44.33 -7.81 Relative Strength - 26 Week return YTD
-39.68 -30.73 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-37.74 NEWP Newport Corp. $112.44 $70.00
-48.55 RMBS Rambus Inc. $109.69 $56.44
-51.63 AMD Advanced Micro Dev. $42.13 $20.38
-22.49 SFA Scientific Atlanta $75.31 $58.38
-38.01 TECH Techne Corp. $148.00 $91.75
-21.92 SDLI SDL Inc. $294.00 $229.56
-47.06 LMS Lamson & Sessions $17.00 $9.00
8.10 ROG Rogers Corp. $36.25 $39.19
-35.72 PMCS PMC-Sierra $178.13 $114.50
-12.33 IVX IVAX Corp. $42.38 $37.15
-32.25 -24.42 Spark return YTD
-32.64 -29.09 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
4.05 EMC EMC Corp. $77.19 $80.31
-43.81 ERICY Ericsson ADR $20.69 $11.63
-38.68 TXN Texas Instruments $69.00 $42.31
-35.15 GLW Corning Inc. $91.46 $59.31
-49.63 JDSU JDS Uniphase $128.19 $64.56
-31.39 PHG Koninklijke Philips NV $48.19 $33.06
-49.85 ADCT ADC Telecom. $41.88 $21.00
5.09 SEBL Siebel Systems $82.31 $86.50
-23.19 ADI Analog Devices $80.06 $61.50
-28.32 XLNX Xilinx Inc. $85.19 $61.06
-22.96 -23.01 Unemotional Growth return YTD
-38.05 -34.36 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-49.85 ADCT ADC Telecom. $41.88 $21.00
-49.63 JDSU JDS Uniphase $128.19 $64.56
-18.79 NTAP Network Appliance $82.81 $67.25
-38.27 ORCL Oracle Corp. $40.09 $24.75
-33.71 CDWC CDW Computer Ctrs $66.38 $44.00
-34.86 NSIT Insight Enterprises $38.67 $25.19
-16.97 MCRL Micrel Inc. $45.31 $37.63
-49.16 RFMD RF Micro Devices $45.85 $23.31
-4.72 DY Dycom Inds. $46.31 $44.13
-47.68 SFP Salton, Inc. $37.75 $19.75
-7.61 SPY S&P500 Trust (Spider) $147.28 $134.38
-26.65 QQQ Nasdaq 100 Index Trust $95.13 $69.50