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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 11, 2000
Semi-annual Reinvest/Rebalance
5 stock/10 stock
89.20 27.32 PEG26
37.46 8.87 Relative Strength - 13 Week
22.72 8.55 Formula 90
11.77 19.84 PEG13
8.54 -20.06 Keystone 100
-4.68 S&P500 Trust (Spider)
-13.96 -14.64 Unemotional Growth
-15.74 -5.12 Plowback
-16.58 21.11 Relative Strength - IBD
-18.26 -14.98 Keystone
-18.96 -14.98 Keystone EPS
-19.43 -13.83 Spark
-21.50 Nasdaq 100 Index Trust
-38.45 2.85 Relative Strength - 26 Week
22.72 8.55 Formula 90 return YTD Cost Basis
-11.62 -16.94 Return since rebalance 7/3/00 Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-12.29 SDLI SDL Inc. $294.00 $257.88
11.17 NEWP Newport Corp. $112.44 $125.00
23.31 SEBL Siebel Systems $82.31 $101.50
-43.41 TECH Techne Corp. $74.00 $41.88
-36.87 ADCT ADC Telecom. $41.88 $26.44
-44.03 JDSU JDS Uniphase $128.19 $71.75
1.89 NTAP Network Appliance $82.81 $84.38
-34.65 ITWO i2 Technologies $103.00 $67.31
-26.74 PMCS PMC-Sierra $178.13 $130.50
-7.82 PLXS Plexus Corp. $59.13 $54.50
-18.26 -14.98 Keystone return YTD
-14.46 -20.18 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-36.87 ADCT ADC Telecom. $41.88 $26.44
-58.45 MU Micron Technology $90.25 $37.50
-12.80 GLW Corning Inc. $91.46 $79.75
23.31 SEBL Siebel Systems $82.31 $101.50
12.50 ENE Enron Corp. $68.00 $76.50
-45.30 INTC Intel Corp. $68.44 $37.44
-20.34 ORCL Oracle Corp. $40.09 $31.94
-44.03 JDSU JDS Uniphase $128.19 $71.75
-44.97 AMAT Applied Materials $92.56 $50.94
25.11 MER Merrill Lynch & Co. $57.75 $72.25
-18.96 -14.98 Keystone EPS return YTD
-18.15 -20.18 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-36.87 ADCT ADC Telecom. $41.88 $26.44
23.31 SEBL Siebel Systems $82.31 $101.50
-12.80 GLW Corning Inc. $91.46 $79.75
-44.03 JDSU JDS Uniphase $128.19 $71.75
-20.34 ORCL Oracle Corp. $40.09 $31.94
-58.45 MU Micron Technology $90.25 $37.50
25.11 MER Merrill Lynch & Co. $57.75 $72.25
12.50 ENE Enron Corp. $68.00 $76.50
-45.30 INTC Intel Corp. $68.44 $37.44
-44.97 AMAT Applied Materials $92.56 $50.94
8.54 -20.06 Keystone 100 return YTD
-21.83 -28.77 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-47.52 RMBS Rambus Inc. $109.69 $57.56
-58.90 AMD Advanced Micro Dev. $42.13 $17.31
37.43 CIEN Ciena Corp. $85.50 $117.50
-27.88 SFA Scientific Atlanta $75.31 $54.31
-12.29 SDLI SDL Inc. $294.00 $257.88
-26.74 PMCS PMC-Sierra $178.13 $130.50
-36.87 ADCT ADC Telecom. $41.88 $26.44
-58.45 MU Micron Technology $90.25 $37.50
-12.80 GLW Corning Inc. $91.46 $79.75
-43.69 ALTR Altera Corp. $52.72 $29.69
11.77 19.84 PEG13 return YTD
9.63 -12.32 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
46.55 CMX Caremark RX $7.25 $10.63
-6.91 AZR Aztar Corp. $15.38 $14.31
-84.02 RWY Rent Way Inc. $28.94 $4.63
68.55 DGX Quest Diagnostics $74.13 $124.94
23.96 CAH Cardinal Health $73.81 $91.50
-56.52 NSIT Insight Enterprises $38.67 $16.81
-25.69 ADAC ADAC Labs. $24.81 $18.44
-54.71 CDWC CDW Computer Ctrs $66.38 $30.06
-36.87 ADCT ADC Telecom. $41.88 $26.44
2.47 ALA Alcatel ADR $65.81 $67.44
89.20 27.32 PEG26 return YTD
24.32 -5.36 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-38.86 VSH Vishay Intertechnology $39.56 $24.19
40.90 OCA Orthodontic Centers $23.69 $33.38
-31.25 IRF Int'l Rectifier $59.00 $40.56
68.55 DGX Quest Diagnostics $74.13 $124.94
82.28 IMPH IMPATH Inc. $27.16 $49.50
-25.69 ADAC ADAC Labs. $24.81 $18.44
-41.09 ALO ALPHARMA Inc. $60.69 $35.75
-36.87 ADCT ADC Telecom. $41.88 $26.44
-43.69 ALTR Altera Corp. $52.72 $29.69
-27.88 SFA Scientific Atlanta $75.31 $54.31
-15.74 -5.12 Plowback return YTD
-11.37 -5.63 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-26.74 PMCS PMC-Sierra $178.13 $130.50
-20.34 ORCL Oracle Corp. $40.09 $31.94
-8.52 PFE Pfizer, Inc. $47.69 $43.63
4.72 RTRSY Reuters ADR $108.63 $113.75
-5.95 LLY Lilly (Eli) $98.75 $92.88
16.41 VRTS VERITAS Software $110.81 $129.00
-19.08 Q Qwest Communic. $51.75 $41.88
-8.46 MWD Morgan S. Dean Witter $85.00 $77.81
10.53 SGP Schering-Plough $50.44 $55.75
1.09 AMGN Amgen $68.50 $69.25
-16.58 21.11 Relative Strength - IBD return YTD
-13.75 -12.48 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-12.29 SDLI SDL Inc. $294.00 $257.88
11.17 NEWP Newport Corp. $112.44 $125.00
-47.52 RMBS Rambus Inc. $109.69 $57.56
23.31 SEBL Siebel Systems $82.31 $101.50
-43.41 TECH Techne Corp. $74.00 $41.88
57.58 BEAS BEA Systems $48.63 $76.63
-36.87 ADCT ADC Telecom. $41.88 $26.44
-44.03 JDSU JDS Uniphase $128.19 $71.75
1.89 NTAP Network Appliance $82.81 $84.38
-34.65 ITWO i2 Technologies $103.00 $67.31
37.46 8.87 Relative Strength - 13 Week return YTD
15.92 -14.20 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
11.17 NEWP Newport Corp. $112.44 $125.00
-43.41 TECH Techne Corp. $74.00 $41.88
68.55 DGX Quest Diagnostics $74.13 $124.94
98.00 LH Laboratory Corp. $78.00 $154.44
-54.71 CDWC CDW Computer Ctrs $66.38 $30.06
-56.52 NSIT Insight Enterprises $38.67 $16.81
-42.65 LMS Lamson & Sessions $17.00 $9.75
-36.87 ADCT ADC Telecom. $41.88 $26.44
-84.02 RWY Rent Way Inc. $28.94 $4.63
-1.59 IVX IVAX Corp. $42.38 $41.70
-38.45 2.85 Relative Strength - 26 Week return YTD
-33.31 -22.72 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
11.17 NEWP Newport Corp. $112.44 $125.00
-47.52 RMBS Rambus Inc. $109.69 $57.56
-58.90 AMD Advanced Micro Dev. $42.13 $17.31
-27.88 SFA Scientific Atlanta $75.31 $54.31
-43.41 TECH Techne Corp. $74.00 $41.88
-12.29 SDLI SDL Inc. $294.00 $257.88
-42.65 LMS Lamson & Sessions $17.00 $9.75
22.59 ROG Rogers Corp. $36.25 $44.44
-26.74 PMCS PMC-Sierra $178.13 $130.50
-1.59 IVX IVAX Corp. $42.38 $41.70
-19.43 -13.83 Spark return YTD
-19.90 -19.16 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
16.60 EMC EMC Corp. $77.19 $90.00
-34.44 ERICY Ericsson ADR $20.69 $13.56
-24.82 TXN Texas Instruments $69.00 $51.88
-12.80 GLW Corning Inc. $91.46 $79.75
-44.03 JDSU JDS Uniphase $128.19 $71.75
-14.40 PHG Koninklijke Philips NV $48.19 $41.25
-36.87 ADCT ADC Telecom. $41.88 $26.44
23.31 SEBL Siebel Systems $82.31 $101.50
-23.97 ADI Analog Devices $80.06 $60.88
-40.21 XLNX Xilinx Inc. $85.19 $50.94
-13.96 -14.64 Unemotional Growth return YTD
-30.81 -27.22 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-36.87 ADCT ADC Telecom. $41.88 $26.44
-44.03 JDSU JDS Uniphase $128.19 $71.75
1.89 NTAP Network Appliance $82.81 $84.38
-20.34 ORCL Oracle Corp. $40.09 $31.94
-54.71 CDWC CDW Computer Ctrs $66.38 $30.06
-56.52 NSIT Insight Enterprises $38.67 $16.81
-2.48 MCRL Micrel Inc. $45.31 $44.19
-20.94 RFMD RF Micro Devices $45.85 $36.25
-0.81 DY Dycom Inds. $46.31 $45.94
-37.42 SFP Salton, Inc. $37.75 $23.63
-4.68 SPY S&P500 Trust (Spider) $147.28 $138.63
-21.50 QQQ Nasdaq 100 Index Trust $95.13 $74.38