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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 27, 2000
Semi-annual Reinvest/Rebalance
5 stock/10 stock
64.66 11.35 PEG26
24.07 0.47 Relative Strength - 13 Week
10.91 20.78 PEG13
-3.73 -5.62 Formula 90
-5.58 -32.01 Keystone 100
-6.60 S&P500 Trust (Spider)
-25.71 -14.63 Plowback
-26.55 Nasdaq 100 Index Trust
-27.38 -26.02 Unemotional Growth
-28.34 -25.47 Keystone
-30.44 -26.23 Spark
-32.44 2.64 Relative Strength - IBD
-35.86 -25.47 Keystone EPS
-49.44 -12.86 Relative Strength - 26 Week
-3.73 -5.62 Formula 90 return YTD Cost Basis
-30.67 -27.79 Return since rebalance 7/3/00 Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-24.36 SDLI SDL Inc. $294.00 $222.38
-43.91 NEWP Newport Corp. $112.44 $63.06
2.58 SEBL Siebel Systems $82.31 $84.44
-32.56 TECH Techne Corp. $148.00 $99.81
-55.07 ADCT ADC Telecom. $41.88 $18.81
-51.58 JDSU JDS Uniphase $128.19 $62.06
-34.26 NTAP Network Appliance $82.81 $54.44
9.89 ITWO i2 Technologies $103.00 $113.19
-42.35 PMCS PMC-Sierra $178.13 $102.69
-6.24 PLXS Plexus Corp. $59.13 $55.44
-28.34 -25.47 Keystone return YTD
-25.01 -30.03 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-55.07 ADCT ADC Telecom. $41.88 $18.81
-58.86 MU Micron Technology $90.25 $37.13
-29.68 GLW Corning Inc. $91.46 $64.31
2.58 SEBL Siebel Systems $82.31 $84.44
15.99 ENE Enron Corp. $68.00 $78.88
-35.80 INTC Intel Corp. $68.44 $43.94
-42.32 ORCL Oracle Corp. $40.09 $23.13
-51.58 JDSU JDS Uniphase $128.19 $62.06
-52.33 AMAT Applied Materials $92.56 $44.13
6.82 MER Merrill Lynch & Co. $57.75 $61.69
-35.86 -25.47 Keystone EPS return YTD
-35.22 -30.03 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-55.07 ADCT ADC Telecom. $41.88 $18.81
2.58 SEBL Siebel Systems $82.31 $84.44
-29.68 GLW Corning Inc. $91.46 $64.31
-51.58 JDSU JDS Uniphase $128.19 $62.06
-42.32 ORCL Oracle Corp. $40.09 $23.13
-58.86 MU Micron Technology $90.25 $37.13
6.82 MER Merrill Lynch & Co. $57.75 $61.69
15.99 ENE Enron Corp. $68.00 $78.88
-35.80 INTC Intel Corp. $68.44 $43.94
-52.33 AMAT Applied Materials $92.56 $44.13
-5.58 -32.01 Keystone 100 return YTD
-32.00 -39.42 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-52.48 RMBS Rambus Inc. $109.69 $52.13
-54.90 AMD Advanced Micro Dev. $42.13 $19.00
13.96 CIEN Ciena Corp. $85.50 $97.44
-42.24 SFA Scientific Atlanta $75.31 $43.50
-24.36 SDLI SDL Inc. $294.00 $222.38
-42.35 PMCS PMC-Sierra $178.13 $102.69
-55.07 ADCT ADC Telecom. $41.88 $18.81
-58.86 MU Micron Technology $90.25 $37.13
-29.68 GLW Corning Inc. $91.46 $64.31
-48.19 ALTR Altera Corp. $52.72 $27.31
10.91 20.78 PEG13 return YTD
8.78 -11.63 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
46.55 CMX Caremark RX $7.25 $10.63
-2.85 AZR Aztar Corp. $15.38 $14.94
-85.53 RWY Rent Way Inc. $28.94 $4.19
48.74 DGX Quest Diagnostics $74.13 $110.25
37.00 CAH Cardinal Health $73.81 $101.13
-34.38 NSIT Insight Enterprises $38.67 $25.38
-25.94 ADAC ADAC Labs. $24.81 $18.38
-24.76 CDWC CDW Computer Ctrs $66.38 $49.94
-55.07 ADCT ADC Telecom. $41.88 $18.81
-20.04 ALA Alcatel ADR $65.81 $52.63
64.66 11.35 PEG26 return YTD
8.20 -17.24 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-34.60 VSH Vishay Intertechnology $39.56 $25.88
28.76 OCA Orthodontic Centers $23.69 $30.50
-39.51 IRF Int'l Rectifier $59.00 $35.69
48.74 DGX Quest Diagnostics $74.13 $110.25
37.63 IMPH IMPATH Inc. $27.16 $37.38
-25.94 ADAC ADAC Labs. $24.81 $18.38
-41.92 ALO ALPHARMA Inc. $60.69 $35.25
-55.07 ADCT ADC Telecom. $41.88 $18.81
-48.19 ALTR Altera Corp. $52.72 $27.31
-42.24 SFA Scientific Atlanta $75.31 $43.50
-25.71 -14.63 Plowback return YTD
-21.86 -15.09 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-42.35 PMCS PMC-Sierra $178.13 $102.69
-42.32 ORCL Oracle Corp. $40.09 $23.13
-5.90 PFE Pfizer, Inc. $47.69 $44.88
-8.52 RTRSY Reuters ADR $108.63 $99.38
-10.19 LLY Lilly (Eli) $98.75 $88.69
-4.34 VRTS VERITAS Software $110.81 $106.00
-21.38 Q Qwest Communic. $51.75 $40.69
-21.76 MWD Morgan S. Dean Witter $85.00 $66.50
7.81 SGP Schering-Plough $50.44 $54.38
-1.92 AMGN Amgen $68.50 $67.19
-32.44 2.64 Relative Strength - IBD return YTD
-30.15 -25.82 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-24.36 SDLI SDL Inc. $294.00 $222.38
-43.91 NEWP Newport Corp. $112.44 $63.06
-52.48 RMBS Rambus Inc. $109.69 $52.13
2.58 SEBL Siebel Systems $82.31 $84.44
-32.56 TECH Techne Corp. $148.00 $99.81
23.52 BEAS BEA Systems $48.63 $60.06
-55.07 ADCT ADC Telecom. $41.88 $18.81
-51.58 JDSU JDS Uniphase $128.19 $62.06
-34.26 NTAP Network Appliance $82.81 $54.44
9.89 ITWO i2 Technologies $103.00 $113.19
24.07 0.47 Relative Strength - 13 Week return YTD
4.63 -20.83 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-43.91 NEWP Newport Corp. $112.44 $63.06
-32.56 TECH Techne Corp. $148.00 $99.81
48.74 DGX Quest Diagnostics $74.13 $110.25
75.64 LH Laboratory Corp. $78.00 $137.00
-24.76 CDWC CDW Computer Ctrs $66.38 $49.94
-34.38 NSIT Insight Enterprises $38.67 $25.38
-46.69 LMS Lamson & Sessions $17.00 $9.06
-55.07 ADCT ADC Telecom. $41.88 $18.81
-85.53 RWY Rent Way Inc. $28.94 $4.19
-9.73 IVX IVAX Corp. $42.38 $38.25
-49.44 -12.86 Relative Strength - 26 Week return YTD
-45.22 -34.53 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-43.91 NEWP Newport Corp. $112.44 $63.06
-52.48 RMBS Rambus Inc. $109.69 $52.13
-54.90 AMD Advanced Micro Dev. $42.13 $19.00
-42.24 SFA Scientific Atlanta $75.31 $43.50
-32.56 TECH Techne Corp. $148.00 $99.81
-24.36 SDLI SDL Inc. $294.00 $222.38
-46.69 LMS Lamson & Sessions $17.00 $9.06
3.97 ROG Rogers Corp. $36.25 $37.69
-42.35 PMCS PMC-Sierra $178.13 $102.69
-9.73 IVX IVAX Corp. $42.38 $38.25
-30.44 -26.23 Spark return YTD
-30.84 -30.79 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
9.15 EMC EMC Corp. $77.19 $84.25
-46.22 ERICY Ericsson ADR $20.69 $11.13
-35.87 TXN Texas Instruments $69.00 $44.25
-29.68 GLW Corning Inc. $91.46 $64.31
-51.58 JDSU JDS Uniphase $128.19 $62.06
-25.29 PHG Koninklijke Philips NV $48.19 $36.00
-55.07 ADCT ADC Telecom. $41.88 $18.81
2.58 SEBL Siebel Systems $82.31 $84.44
-30.52 ADI Analog Devices $80.06 $55.63
-45.41 XLNX Xilinx Inc. $85.19 $46.50
-27.38 -26.02 Unemotional Growth return YTD
-41.60 -36.92 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-55.07 ADCT ADC Telecom. $41.88 $18.81
-51.58 JDSU JDS Uniphase $128.19 $62.06
-34.26 NTAP Network Appliance $82.81 $54.44
-42.32 ORCL Oracle Corp. $40.09 $23.13
-24.76 CDWC CDW Computer Ctrs $66.38 $49.94
-34.38 NSIT Insight Enterprises $38.67 $25.38
-21.62 MCRL Micrel Inc. $45.31 $35.52
-54.75 RFMD RF Micro Devices $45.85 $20.75
-4.45 DY Dycom Inds. $46.31 $44.25
-46.03 SFP Salton, Inc. $37.75 $20.38
-6.60 SPY S&P500 Trust (Spider) $147.28 $135.84
-26.55 QQQ Nasdaq 100 Index Trust $95.13 $69.59