Year-to-date summary returns for Workshop strategies are shown below. Click the links to see detailed stock listings for each strategy. Both 5 stock and 10 stock portfolio returns are shown. Annual returns are listed first. Scoll down for returns from strategies managed with shorter holding periods.

Returns assume an even dollar amount invested in each stock. When a portfolio is rebalanced, the weighting for each stock is adjusted to maintain an equal dollar "investment" in each stock. (In other words, we don't "let the winners run.") "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 February 7, 2000

Annual Reinvest/Rebalance
 5 stock/10 stock   
 10.62  10.17 PEG13  
 10.33  14.21 Formula 90            
 10.33   1.52 Keystone 100  
  9.32   3.17 Unemotional Growth  
  9.23   5.78 PEG26  
     3.59     Nasdaq 100 Index Trust   
  1.40  12.81 Relative Strength - 26 Week  
  1.36  17.45 Relative Strength - IBD  
    -2.11     S&P500 Trust (Spider)    
 -2.57  10.24 Relative Strength - 13 Week  
 -2.79  -3.09 Plowback  
 -3.47  -2.45 Spark   
 -6.04   0.85 Keystone  
 -8.31   0.85 Keystone EPS  
     
      
Monthly Reinvest/Rebalance
 5 stock/10 stock   
 14.33   7.13 Unemotional Growth  
 11.71  15.86 PEG13  
 10.51  11.31 PEG26  
 10.41  18.63 Formula 90            
  9.91   4.81 Keystone 100  
  4.48  13.44 Relative Strength - 26 week  
     3.59     Nasdaq 100 Index Trust   
  2.93  18.87 Relative Strength - IBD 
 -0.64  15.17 Relative Strength - 13 Week  
    -2.11     S&P500 Trust (Spider)    
 -2.33  -2.77 Plowback  
 -3.51  -2.80 Spark   
 -5.66   0.91 Keystone  
 -7.35   0.91 Keystone EPS