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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 December 4, 2000
Semi-annual Reinvest/Rebalance
5 stock/10 stock
76.10 17.38 PEG26
31.18 4.72 Relative Strength - 13 Week
12.92 20.56 PEG13
-3.73 -12.09 Formula 90
-8.32 S&P500 Trust (Spider)
-16.21 -36.66 Keystone 100
-24.11 -15.09 Plowback
-24.45 -28.14 Unemotional Growth
-32.78 Nasdaq 100 Index Trust
-33.04 -29.77 Spark
-34.92 -30.95 Keystone
-35.39 -1.97 Relative Strength - IBD
-35.65 -30.95 Keystone EPS
-50.42 -14.07 Relative Strength - 26 Week
-3.73 -12.09 Formula 90 return YTD Cost Basis
-30.67 -32.73 Return since rebalance 7/3/00 Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-27.87 SDLI SDL Inc. $294.00 $212.06
-33.35 NEWP Newport Corp. $112.44 $74.94
-10.78 SEBL Siebel Systems $82.31 $73.44
-33.87 TECH Techne Corp. $74.00 $48.94
-47.46 ADCT ADC Telecom. $41.88 $22.00
-54.31 JDSU JDS Uniphase $128.19 $58.56
-30.11 NTAP Network Appliance $82.81 $57.88
-14.56 ITWO i2 Technologies $103.00 $88.00
-43.82 PMCS PMC-Sierra $178.13 $100.06
-31.18 PLXS Plexus Corp. $59.13 $40.69
-34.92 -30.95 Keystone return YTD
-31.90 -35.17 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-47.46 ADCT ADC Telecom. $41.88 $22.00
-65.44 MU Micron Technology $90.25 $31.19
-32.76 GLW Corning Inc. $91.46 $61.50
-10.78 SEBL Siebel Systems $82.31 $73.44
-3.03 ENE Enron Corp. $68.00 $65.94
-51.87 INTC Intel Corp. $68.44 $32.94
-29.70 ORCL Oracle Corp. $40.09 $28.19
-54.31 JDSU JDS Uniphase $128.19 $58.56
-58.41 AMAT Applied Materials $92.56 $38.50
2.06 MER Merrill Lynch & Co. $57.75 $58.94
-35.65 -30.95 Keystone EPS return YTD
-35.00 -35.17 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-47.46 ADCT ADC Telecom. $41.88 $22.00
-10.78 SEBL Siebel Systems $82.31 $73.44
-32.76 GLW Corning Inc. $91.46 $61.50
-54.31 JDSU JDS Uniphase $128.19 $58.56
-29.70 ORCL Oracle Corp. $40.09 $28.19
-65.44 MU Micron Technology $90.25 $31.19
2.06 MER Merrill Lynch & Co. $57.75 $58.94
-3.03 ENE Enron Corp. $68.00 $65.94
-51.87 INTC Intel Corp. $68.44 $32.94
-58.41 AMAT Applied Materials $92.56 $38.50
-16.21 -36.66 Keystone 100 return YTD
-39.66 -43.56 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-60.11 RMBS Rambus Inc. $109.69 $43.75
-63.50 AMD Advanced Micro Dev. $42.13 $15.38
-6.21 CIEN Ciena Corp. $85.50 $80.19
-40.58 SFA Scientific Atlanta $75.31 $44.75
-27.87 SDLI SDL Inc. $294.00 $212.06
-43.82 PMCS PMC-Sierra $178.13 $100.06
-47.46 ADCT ADC Telecom. $41.88 $22.00
-65.44 MU Micron Technology $90.25 $31.19
-32.76 GLW Corning Inc. $91.46 $61.50
-47.84 ALTR Altera Corp. $52.72 $27.50
12.92 20.56 PEG13 return YTD
10.75 -11.79 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
56.03 CMX Caremark RX $7.25 $11.31
-6.10 AZR Aztar Corp. $15.38 $14.44
-86.18 RWY Rent Way Inc. $28.94 $4.00
61.89 DGX Quest Diagnostics $74.13 $120.00
28.11 CAH Cardinal Health $73.81 $94.56
-45.73 NSIT Insight Enterprises $38.67 $20.98
-25.94 ADAC ADAC Labs. $24.81 $18.38
-34.65 CDWC CDW Computer Ctrs $66.38 $43.38
-47.46 ADCT ADC Telecom. $41.88 $22.00
-17.85 ALA Alcatel ADR $65.81 $54.06
76.10 17.38 PEG26 return YTD
15.72 -12.75 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-51.34 VSH Vishay Intertechnology $39.56 $19.25
30.61 OCA Orthodontic Centers $23.69 $30.94
-47.14 IRF Int'l Rectifier $59.00 $31.19
61.89 DGX Quest Diagnostics $74.13 $120.00
84.58 IMPH IMPATH Inc. $27.16 $50.13
-25.94 ADAC ADAC Labs. $24.81 $18.38
-44.28 ALO ALPHARMA Inc. $60.69 $33.81
-47.46 ADCT ADC Telecom. $41.88 $22.00
-47.84 ALTR Altera Corp. $52.72 $27.50
-40.58 SFA Scientific Atlanta $75.31 $44.75
-24.11 -15.09 Plowback return YTD
-20.17 -15.55 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-43.82 PMCS PMC-Sierra $178.13 $100.06
-29.70 ORCL Oracle Corp. $40.09 $28.19
-7.34 PFE Pfizer, Inc. $47.69 $44.19
-11.57 RTRSY Reuters ADR $108.63 $96.06
-8.42 LLY Lilly (Eli) $98.75 $90.44
-9.08 VRTS VERITAS Software $110.81 $100.75
-25.00 Q Qwest Communic. $51.75 $38.81
-24.78 MWD Morgan S. Dean Witter $85.00 $63.94
9.42 SGP Schering-Plough $50.44 $55.19
-5.20 AMGN Amgen $68.50 $64.94
-35.39 -1.97 Relative Strength - IBD return YTD
-33.20 -29.16 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-27.87 SDLI SDL Inc. $294.00 $212.06
-33.35 NEWP Newport Corp. $112.44 $74.94
-60.11 RMBS Rambus Inc. $109.69 $43.75
-10.78 SEBL Siebel Systems $82.31 $73.44
-33.87 TECH Techne Corp. $74.00 $48.94
20.82 BEAS BEA Systems $48.63 $58.75
-47.46 ADCT ADC Telecom. $41.88 $22.00
-54.31 JDSU JDS Uniphase $128.19 $58.56
-30.11 NTAP Network Appliance $82.81 $57.88
-14.56 ITWO i2 Technologies $103.00 $88.00
31.18 4.72 Relative Strength - 13 Week return YTD
10.63 -17.48 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-33.35 NEWP Newport Corp. $112.44 $74.94
-33.87 TECH Techne Corp. $74.00 $48.94
61.89 DGX Quest Diagnostics $74.13 $120.00
93.11 LH Laboratory Corp. $78.00 $150.63
-34.65 CDWC CDW Computer Ctrs $66.38 $43.38
-45.73 NSIT Insight Enterprises $38.67 $20.98
-43.38 LMS Lamson & Sessions $17.00 $9.63
-47.46 ADCT ADC Telecom. $41.88 $22.00
-86.18 RWY Rent Way Inc. $28.94 $4.00
-5.16 IVX IVAX Corp. $42.38 $40.19
-50.42 -14.07 Relative Strength - 26 Week return YTD
-46.28 -35.44 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-33.35 NEWP Newport Corp. $112.44 $74.94
-60.11 RMBS Rambus Inc. $109.69 $43.75
-63.50 AMD Advanced Micro Dev. $42.13 $15.38
-40.58 SFA Scientific Atlanta $75.31 $44.75
-33.87 TECH Techne Corp. $74.00 $48.94
-27.87 SDLI SDL Inc. $294.00 $212.06
-43.38 LMS Lamson & Sessions $17.00 $9.63
-2.76 ROG Rogers Corp. $36.25 $35.25
-43.82 PMCS PMC-Sierra $178.13 $100.06
-5.16 IVX IVAX Corp. $42.38 $40.19
-33.04 -29.77 Spark return YTD
-33.43 -34.11 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
3.00 EMC EMC Corp. $77.19 $79.50
-40.48 ERICY Ericsson ADR $20.69 $12.31
-42.57 TXN Texas Instruments $69.00 $39.63
-32.76 GLW Corning Inc. $91.46 $61.50
-54.31 JDSU JDS Uniphase $128.19 $58.56
-25.81 PHG Koninklijke Philips NV $48.19 $35.75
-47.46 ADCT ADC Telecom. $41.88 $22.00
-10.78 SEBL Siebel Systems $82.31 $73.44
-38.88 ADI Analog Devices $80.06 $48.94
-51.06 XLNX Xilinx Inc. $85.19 $41.69
-24.45 -28.14 Unemotional Growth return YTD
-39.25 -38.73 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-47.46 ADCT ADC Telecom. $41.88 $22.00
-54.31 JDSU JDS Uniphase $128.19 $58.56
-30.11 NTAP Network Appliance $82.81 $57.88
-29.70 ORCL Oracle Corp. $40.09 $28.19
-34.65 CDWC CDW Computer Ctrs $66.38 $43.38
-45.73 NSIT Insight Enterprises $38.67 $20.98
-31.59 MCRL Micrel Inc. $45.31 $31.00
-41.25 RFMD RF Micro Devices $45.85 $26.94
-21.05 DY Dycom Inds. $46.31 $36.56
-51.49 SFP Salton, Inc. $37.75 $18.31
-8.32 SPY S&P500 Trust (Spider) $147.28 $133.34
-32.78 QQQ Nasdaq 100 Index Trust $95.13 $63.69