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 22, 2000

Annual Reinvest/Rebalance
 5 stock/10 stock   
 25.85  25.34 Formula 90            
 25.85   6.80 Keystone 100  
 22.48   5.56 Unemotional Growth  
  9.27  31.37 Relative Strength - IBD  
  6.87  23.85 Relative Strength - 26 Week  
  5.01  13.32 PEG13  
     4.22     Nasdaq 100 Index Trust   
  3.06   1.64 PEG26  
  2.82  21.40 Relative Strength - 13 Week  
 -4.79  -5.25 Plowback  
 -6.55   1.56 Keystone  
    -7.20     S&P500 Trust (Spider)    
 -9.25   1.56 Keystone EPS  
 -9.57  -4.58 Spark    

Monthly Reinvest/Rebalance    
 5 stock/10 stock   
 31.79  10.82 Unemotional Growth  
 24.91  33.24 Formula 90            
 23.00  15.31 Keystone 100  
 18.82  23.68 Relative Strength - 26 Week  
 12.22  17.12 PEG26  
 10.66  26.14 Relative Strength - 13 Week  
  9.66  20.41 PEG13  
  7.06  33.85 Relative Strength - IBD 
     4.22     Nasdaq 100 Index Trust   
 -2.90  -2.60 Plowback  
 -6.03   4.24 Keystone EPS  
 -7.06  -6.36 Spark   
 -7.15   4.24 Keystone  
    -7.20     S&P500 Trust (Spider)