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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 18, 2000
Semi-annual Reinvest/Rebalance
5 stock/10 stock
80.21 17.97 PEG26
31.21 1.41 Relative Strength - 13 Week
11.98 14.59 PEG13
-3.69 -17.31 Formula 90
-8.75 S&P500 Trust (Spider)
-12.68 -35.49 Keystone 100
-20.05 -12.20 Plowback
-27.83 -29.56 Unemotional Growth
-29.50 -25.78 Keystone
-32.45 Nasdaq 100 Index Trust
-33.08 -25.78 Keystone EPS
-34.10 -1.54 Relative Strength - IBD
-34.15 -29.73 Spark
-51.56 -12.73 Relative Strength - 26 Week
-3.69 -17.31 Formula 90 return YTD Cost Basis
-30.64 -36.73 Return since rebalance 7/3/00 Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-27.70 SDLI SDL Inc. $294.00 $212.56
-11.06 NEWP Newport Corp. $112.44 $100.00
-4.78 SEBL Siebel Systems $82.31 $78.38
-55.91 TECH Techne Corp. $74.00 $32.63
-53.73 ADCT ADC Telecom. $41.88 $19.38
-53.83 JDSU JDS Uniphase $128.19 $59.19
-20.68 NTAP Network Appliance $82.81 $65.69
-51.76 ITWO i2 Technologies $103.00 $49.69
-45.86 PMCS PMC-Sierra $178.13 $96.44
-41.97 PLXS Plexus Corp. $59.13 $34.31
-29.50 -25.78 Keystone return YTD
-26.22 -30.32 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-53.73 ADCT ADC Telecom. $41.88 $19.38
-60.11 MU Micron Technology $90.25 $36.00
-29.48 GLW Corning Inc. $91.46 $64.50
-4.78 SEBL Siebel Systems $82.31 $78.38
17.00 ENE Enron Corp. $68.00 $79.56
-51.42 INTC Intel Corp. $68.44 $33.25
-20.19 ORCL Oracle Corp. $40.09 $32.00
-53.83 JDSU JDS Uniphase $128.19 $59.19
-57.06 AMAT Applied Materials $92.56 $39.75
10.39 MER Merrill Lynch & Co. $57.75 $63.75
-33.08 -25.78 Keystone EPS return YTD
-32.40 -30.32 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-53.73 ADCT ADC Telecom. $41.88 $19.38
-4.78 SEBL Siebel Systems $82.31 $78.38
-29.48 GLW Corning Inc. $91.46 $64.50
-53.83 JDSU JDS Uniphase $128.19 $59.19
-20.19 ORCL Oracle Corp. $40.09 $32.00
-60.11 MU Micron Technology $90.25 $36.00
10.39 MER Merrill Lynch & Co. $57.75 $63.75
17.00 ENE Enron Corp. $68.00 $79.56
-51.42 INTC Intel Corp. $68.44 $33.25
-57.06 AMAT Applied Materials $92.56 $39.75
-12.68 -35.49 Keystone 100 return YTD
-37.12 -42.52 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-59.83 RMBS Rambus Inc. $109.69 $44.06
-63.80 AMD Advanced Micro Dev. $42.13 $15.25
12.72 CIEN Ciena Corp. $85.50 $96.38
-46.97 SFA Scientific Atlanta $75.31 $39.94
-27.70 SDLI SDL Inc. $294.00 $212.56
-45.86 PMCS PMC-Sierra $178.13 $96.44
-53.73 ADCT ADC Telecom. $41.88 $19.38
-60.11 MU Micron Technology $90.25 $36.00
-29.48 GLW Corning Inc. $91.46 $64.50
-50.44 ALTR Altera Corp. $52.72 $26.13
11.98 14.59 PEG13 return YTD
9.83 -16.16 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
61.21 CMX Caremark RX $7.25 $11.69
-17.89 AZR Aztar Corp. $15.38 $12.63
-90.50 RWY Rent Way Inc. $28.94 $2.75
71.67 DGX Quest Diagnostics $74.13 $127.25
24.64 CAH Cardinal Health $73.81 $92.00
-61.85 NSIT Insight Enterprises $38.67 $14.75
-25.94 ADAC ADAC Labs. $24.81 $18.38
-61.39 CDWC CDW Computer Ctrs $66.38 $25.63
-53.73 ADCT ADC Telecom. $41.88 $19.38
-7.79 ALA Alcatel ADR $65.81 $60.69
80.21 17.97 PEG26 return YTD
18.42 -12.31 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-50.08 VSH Vishay Intertechnology $39.56 $19.75
34.56 OCA Orthodontic Centers $23.69 $31.88
-42.90 IRF Int'l Rectifier $59.00 $33.69
71.67 DGX Quest Diagnostics $74.13 $127.25
78.83 IMPH IMPATH Inc. $27.16 $48.56
-25.94 ADAC ADAC Labs. $24.81 $18.38
-38.11 ALO ALPHARMA Inc. $60.69 $37.56
-53.73 ADCT ADC Telecom. $41.88 $19.38
-50.44 ALTR Altera Corp. $52.72 $26.13
-46.97 SFA Scientific Atlanta $75.31 $39.94
-20.05 -12.20 Plowback return YTD
-15.90 -12.67 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-45.86 PMCS PMC-Sierra $178.13 $96.44
-20.19 ORCL Oracle Corp. $40.09 $32.00
-2.49 PFE Pfizer, Inc. $47.69 $46.50
-0.58 RTRSY Reuters ADR $108.63 $108.00
-10.38 LLY Lilly (Eli) $98.75 $88.50
-15.23 VRTS VERITAS Software $110.81 $93.94
-22.71 Q Qwest Communic. $51.75 $40.00
-18.53 MWD Morgan S. Dean Witter $85.00 $69.25
16.11 SGP Schering-Plough $50.44 $58.56
-6.84 AMGN Amgen $68.50 $63.81
-34.10 -1.54 Relative Strength - IBD return YTD
-31.86 -28.85 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-27.70 SDLI SDL Inc. $294.00 $212.56
-11.06 NEWP Newport Corp. $112.44 $100.00
-59.83 RMBS Rambus Inc. $109.69 $44.06
-4.78 SEBL Siebel Systems $82.31 $78.38
-55.91 TECH Techne Corp. $74.00 $32.63
50.77 BEAS BEA Systems $48.63 $73.31
-53.73 ADCT ADC Telecom. $41.88 $19.38
-53.83 JDSU JDS Uniphase $128.19 $59.19
-20.68 NTAP Network Appliance $82.81 $65.69
-51.76 ITWO i2 Technologies $103.00 $49.69
31.21 1.41 Relative Strength - 13 Week return YTD
10.65 -20.08 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-11.06 NEWP Newport Corp. $112.44 $100.00
-55.91 TECH Techne Corp. $74.00 $32.63
71.67 DGX Quest Diagnostics $74.13 $127.25
109.94 LH Laboratory Corp. $78.00 $163.75
-61.39 CDWC CDW Computer Ctrs $66.38 $25.63
-61.85 NSIT Insight Enterprises $38.67 $14.75
-36.76 LMS Lamson & Sessions $17.00 $10.75
-53.73 ADCT ADC Telecom. $41.88 $19.38
-90.50 RWY Rent Way Inc. $28.94 $2.75
-11.22 IVX IVAX Corp. $42.38 $37.62
-51.56 -12.73 Relative Strength - 26 Week return YTD
-47.51 -34.43 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-11.06 NEWP Newport Corp. $112.44 $100.00
-59.83 RMBS Rambus Inc. $109.69 $44.06
-63.80 AMD Advanced Micro Dev. $42.13 $15.25
-46.97 SFA Scientific Atlanta $75.31 $39.94
-55.91 TECH Techne Corp. $74.00 $32.63
-27.70 SDLI SDL Inc. $294.00 $212.56
-36.76 LMS Lamson & Sessions $17.00 $10.75
14.83 ROG Rogers Corp. $36.25 $41.63
-45.86 PMCS PMC-Sierra $178.13 $96.44
-11.22 IVX IVAX Corp. $42.38 $37.62
-34.15 -29.73 Spark return YTD
-34.53 -34.07 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-14.74 EMC EMC Corp. $77.19 $65.81
-43.81 ERICY Ericsson ADR $20.69 $11.63
-30.80 TXN Texas Instruments $69.00 $47.75
-29.48 GLW Corning Inc. $91.46 $64.50
-53.83 JDSU JDS Uniphase $128.19 $59.19
-26.98 PHG Koninklijke Philips NV $48.19 $35.19
-53.73 ADCT ADC Telecom. $41.88 $19.38
-4.78 SEBL Siebel Systems $82.31 $78.38
-33.72 ADI Analog Devices $80.06 $53.06
-48.86 XLNX Xilinx Inc. $85.19 $43.56
-27.83 -29.56 Unemotional Growth return YTD
-41.96 -39.94 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-53.73 ADCT ADC Telecom. $41.88 $19.38
-53.83 JDSU JDS Uniphase $128.19 $59.19
-20.68 NTAP Network Appliance $82.81 $65.69
-20.19 ORCL Oracle Corp. $40.09 $32.00
-61.39 CDWC CDW Computer Ctrs $66.38 $25.63
-61.85 NSIT Insight Enterprises $38.67 $14.75
-27.31 MCRL Micrel Inc. $45.31 $32.94
-38.93 RFMD RF Micro Devices $45.85 $28.00
-17.14 DY Dycom Inds. $46.31 $38.38
-44.37 SFP Salton, Inc. $37.75 $21.00
-8.75 SPY S&P500 Trust (Spider) $147.28 $132.72
-32.45 QQQ Nasdaq 100 Index Trust $95.13 $64.00