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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 26, 2000
Semi-annual Reinvest/Rebalance
5 stock/10 stock
89.14 21.55 PEG26
29.51 0.44 Relative Strength - 13 Week
19.14 17.95 PEG13
-9.25 S&P500 Trust (Spider)
-18.01 -28.28 Formula 90
-24.06 -13.36 Plowback
-29.99 -45.30 Keystone 100
-32.74 -29.29 Keystone
-32.87 -34.51 Unemotional Growth
-36.23 Nasdaq 100 Index Trust
-39.54 -34.03 Spark
-40.78 -29.29 Keystone EPS
-44.43 -11.81 Relative Strength - IBD
-57.02 -22.35 Relative Strength - 26 Week
-18.01 -28.28 Formula 90 return YTD Cost Basis
-40.95 -45.12 Return since rebalance 7/3/00 Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-50.53 SDLI SDL Inc. $294.00 $145.44
-30.63 NEWP Newport Corp. $112.44 $78.00
-14.05 SEBL Siebel Systems $82.31 $70.75
-52.39 TECH Techne Corp. $74.00 $35.23
-57.16 ADCT ADC Telecom. $41.88 $17.94
-67.33 JDSU JDS Uniphase $128.19 $41.88
-17.96 NTAP Network Appliance $82.81 $67.94
-50.55 ITWO i2 Technologies $103.00 $50.94
-57.89 PMCS PMC-Sierra $178.13 $75.00
-52.75 PLXS Plexus Corp. $59.13 $27.94
-32.74 -29.29 Keystone return YTD
-29.61 -33.62 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-57.16 ADCT ADC Telecom. $41.88 $17.94
-60.11 MU Micron Technology $90.25 $36.00
-39.52 GLW Corning Inc. $91.46 $55.31
-14.05 SEBL Siebel Systems $82.31 $70.75
22.79 ENE Enron Corp. $68.00 $83.50
-51.96 INTC Intel Corp. $68.44 $32.88
-22.84 ORCL Oracle Corp. $40.09 $30.94
-67.33 JDSU JDS Uniphase $128.19 $41.88
-58.74 AMAT Applied Materials $92.56 $38.19
12.77 MER Merrill Lynch & Co. $57.75 $65.13
-40.78 -29.29 Keystone EPS return YTD
-40.18 -33.62 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-57.16 ADCT ADC Telecom. $41.88 $17.94
-14.05 SEBL Siebel Systems $82.31 $70.75
-39.52 GLW Corning Inc. $91.46 $55.31
-67.33 JDSU JDS Uniphase $128.19 $41.88
-22.84 ORCL Oracle Corp. $40.09 $30.94
-60.11 MU Micron Technology $90.25 $36.00
12.77 MER Merrill Lynch & Co. $57.75 $65.13
22.79 ENE Enron Corp. $68.00 $83.50
-51.96 INTC Intel Corp. $68.44 $32.88
-58.74 AMAT Applied Materials $92.56 $38.19
-29.99 -45.30 Keystone 100 return YTD
-49.58 -51.26 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-65.13 RMBS Rambus Inc. $109.69 $38.25
-66.47 AMD Advanced Micro Dev. $42.13 $14.13
-13.23 CIEN Ciena Corp. $85.50 $74.19
-52.53 SFA Scientific Atlanta $75.31 $35.75
-50.53 SDLI SDL Inc. $294.00 $145.44
-57.89 PMCS PMC-Sierra $178.13 $75.00
-57.16 ADCT ADC Telecom. $41.88 $17.94
-60.11 MU Micron Technology $90.25 $36.00
-39.52 GLW Corning Inc. $91.46 $55.31
-49.97 ALTR Altera Corp. $52.72 $26.38
19.14 17.95 PEG13 return YTD
16.85 -13.70 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
80.17 CMX Caremark RX $7.25 $13.06
-18.70 AZR Aztar Corp. $15.38 $12.50
-87.47 RWY Rent Way Inc. $28.94 $3.63
76.56 DGX Quest Diagnostics $74.13 $130.88
33.70 CAH Cardinal Health $73.81 $98.69
-58.94 NSIT Insight Enterprises $38.67 $15.88
-25.94 ADAC ADAC Labs. $24.81 $18.38
-64.78 CDWC CDW Computer Ctrs $66.38 $23.38
-57.16 ADCT ADC Telecom. $41.88 $17.94
-14.43 ALA Alcatel ADR $65.81 $56.31
89.14 21.55 PEG26 return YTD
24.28 -9.65 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-60.51 VSH Vishay Intertechnology $39.56 $15.63
33.77 OCA Orthodontic Centers $23.69 $31.69
-49.58 IRF Int'l Rectifier $59.00 $29.75
76.56 DGX Quest Diagnostics $74.13 $130.88
121.17 IMPH IMPATH Inc. $27.16 $60.06
-25.94 ADAC ADAC Labs. $24.81 $18.38
-32.34 ALO ALPHARMA Inc. $60.69 $41.06
-57.16 ADCT ADC Telecom. $41.88 $17.94
-49.97 ALTR Altera Corp. $52.72 $26.38
-52.53 SFA Scientific Atlanta $75.31 $35.75
-24.06 -13.36 Plowback return YTD
-20.12 -13.82 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-57.89 PMCS PMC-Sierra $178.13 $75.00
-22.84 ORCL Oracle Corp. $40.09 $30.94
-6.29 PFE Pfizer, Inc. $47.69 $44.69
-4.72 RTRSY Reuters ADR $108.63 $103.50
-8.86 LLY Lilly (Eli) $98.75 $90.00
-14.04 VRTS VERITAS Software $110.81 $95.25
-26.45 Q Qwest Communic. $51.75 $38.06
-9.93 MWD Morgan S. Dean Witter $85.00 $76.56
13.88 SGP Schering-Plough $50.44 $57.44
-1.09 AMGN Amgen $68.50 $67.75
-44.43 -11.81 Relative Strength - IBD return YTD
-42.54 -36.27 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-50.53 SDLI SDL Inc. $294.00 $145.44
-30.63 NEWP Newport Corp. $112.44 $78.00
-65.13 RMBS Rambus Inc. $109.69 $38.25
-14.05 SEBL Siebel Systems $82.31 $70.75
-52.39 TECH Techne Corp. $74.00 $35.23
43.06 BEAS BEA Systems $48.63 $69.56
-57.16 ADCT ADC Telecom. $41.88 $17.94
-67.33 JDSU JDS Uniphase $128.19 $41.88
-17.96 NTAP Network Appliance $82.81 $67.94
-50.55 ITWO i2 Technologies $103.00 $50.94
29.51 0.44 Relative Strength - 13 Week return YTD
9.21 -20.85 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-30.63 NEWP Newport Corp. $112.44 $78.00
-52.39 TECH Techne Corp. $74.00 $35.23
76.56 DGX Quest Diagnostics $74.13 $130.88
117.31 LH Laboratory Corp. $78.00 $169.50
-64.78 CDWC CDW Computer Ctrs $66.38 $23.38
-58.94 NSIT Insight Enterprises $38.67 $15.88
-40.81 LMS Lamson & Sessions $17.00 $10.06
-57.16 ADCT ADC Telecom. $41.88 $17.94
-87.47 RWY Rent Way Inc. $28.94 $3.63
-10.21 IVX IVAX Corp. $42.38 $38.05
-57.02 -22.35 Relative Strength - 26 Week return YTD
-53.43 -41.66 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-30.63 NEWP Newport Corp. $112.44 $78.00
-65.13 RMBS Rambus Inc. $109.69 $38.25
-66.47 AMD Advanced Micro Dev. $42.13 $14.13
-52.53 SFA Scientific Atlanta $75.31 $35.75
-52.39 TECH Techne Corp. $74.00 $35.23
-50.53 SDLI SDL Inc. $294.00 $145.44
-40.81 LMS Lamson & Sessions $17.00 $10.06
10.00 ROG Rogers Corp. $36.25 $39.88
-57.89 PMCS PMC-Sierra $178.13 $75.00
-10.21 IVX IVAX Corp. $42.38 $38.05
-39.54 -34.03 Spark return YTD
-39.89 -38.10 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-15.22 EMC EMC Corp. $77.19 $65.44
-45.02 ERICY Ericsson ADR $20.69 $11.38
-32.34 TXN Texas Instruments $69.00 $46.69
-39.52 GLW Corning Inc. $91.46 $55.31
-67.33 JDSU JDS Uniphase $128.19 $41.88
-29.31 PHG Koninklijke Philips NV $48.19 $34.06
-57.16 ADCT ADC Telecom. $41.88 $17.94
-14.05 SEBL Siebel Systems $82.31 $70.75
-35.52 ADI Analog Devices $80.06 $51.63
-45.56 XLNX Xilinx Inc. $85.19 $46.38
-32.87 -34.51 Unemotional Growth return YTD
-46.02 -44.17 Return since rebalance
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-57.16 ADCT ADC Telecom. $41.88 $17.94
-67.33 JDSU JDS Uniphase $128.19 $41.88
-17.96 NTAP Network Appliance $82.81 $67.94
-22.84 ORCL Oracle Corp. $40.09 $30.94
-64.78 CDWC CDW Computer Ctrs $66.38 $23.38
-58.94 NSIT Insight Enterprises $38.67 $15.88
-26.21 MCRL Micrel Inc. $45.31 $33.44
-43.84 RFMD RF Micro Devices $45.85 $25.75
-30.63 DY Dycom Inds. $46.31 $32.13
-51.99 SFP Salton, Inc. $37.75 $18.13
-9.25 SPY S&P500 Trust (Spider) $147.28 $131.98
-36.23 QQQ Nasdaq 100 Index Trust $95.13 $60.42