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 28, 2000

Annual Reinvest/Rebalance
 5 stock/10 stock   
 41.12  36.70 Formula 90            
 41.12  17.94 Keystone 100  
 34.57  11.23 Unemotional Growth  
 17.90  41.24 Relative Strength - IBD  
 13.92  32.58 Relative Strength - 26 Week  
 13.67  29.49 Relative Strength - 13 Week  
     9.23     Nasdaq 100 Index Trust   
  6.53   6.87 PEG26  
  5.90   0.69 Plowback  
  5.40  18.27 PEG13  
  4.31   8.14 Keystone  
  0.32   8.14 Keystone EPS  
 -4.34  -0.69 Spark   
    -7.26     S&P500 Trust (Spider)    
     
      
Monthly Reinvest/Rebalance
 5 stock/10 stock   
 50.20  19.66 Unemotional Growth  
 40.84  49.19 Formula 90            
 38.02  28.14 Keystone 100  
 31.27  37.65 Relative Strength - 26 Week  
 25.87  37.34 Relative Strength - 13 Week  
 16.88  50.54 Relative Strength - IBD  
 15.00  19.74 PEG26  
 10.21  26.70 PEG13  
     9.23     Nasdaq 100 Index Trust   
  4.71   3.58 Plowback  
  3.26   9.72 Keystone  
  2.65   9.72 Keystone EPS  
 -5.42  -2.28 Spark   
    -7.26     S&P500 Trust (Spider)