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 14, 2000

Annual Reinvest/Rebalance
 5 stock/10 stock   
 16.91  17.87 Formula 90
 16.91   4.19 Keystone 100  
 14.78   6.33 Unemotional Growth  
  9.18  13.39 PEG13  
  6.92   3.81 PEG26  
     5.28     Nasdaq 100 Index Trust   
  4.31  21.89 Relative Strength - IBD  
  1.98  16.95 Relative Strength - 26 Week  
 -1.21  12.75 Relative Strength - 13 Week  
 -1.39  -1.42 Spark   
    -4.08     S&P500 Trust (Spider)    
 -4.54  -4.88 Plowback  
 -5.41   1.89 Keystone  
 -9.06   1.89 Keystone EPS  

Monthly Reinvest/Rebalance    
 5 stock/10 stock   
 19.95   9.39 Unemotional Growth  
 16.48  21.35 Formula 90            
 15.32   6.56 Keystone 100  
 11.42  18.49 Relative Strength - 26 week 
 10.24  13.76 PEG26  
  9.90  17.21 PEG13  
  6.68  16.40 Relative Strength - 13 Week  
  5.95  24.38 Relative Strength - IBD  
     5.28     Nasdaq 100 Index Trust   
 -1.19  -3.92 Spark   
 -1.65  -0.09 Plowback  
    -4.08     S&P500 Trust (Spider)    
 -5.66   2.35 Keystone  
 -7.47   2.35 Keystone EPS