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 March 6, 2000

Annual Reinvest/Rebalance
5 stock/10 stock   
 57.22  51.98 Formula 90            
 57.22  29.72 Keystone 100  
 44.01  16.52 Unemotional Growth  
 30.04  65.08 Relative Strength - IBD  
 28.63  53.17 Relative Strength - 26 Week  
 22.74  49.01 Relative Strength - 13 Week  
 18.26  18.98 PEG26  
    18.14     Nasdaq 100 Index Trust   
 16.99  39.23 PEG13  
 16.83   9.47 Plowback  
 11.50  12.00 Keystone  
  7.21  12.00 Keystone EPS  
 -2.59   6.32 Spark   
    -3.87     S&P500 Trust (Spider)
   
Monthly Reinvest/Rebalance  
5 stock/10 stock   
 68.25  24.77 Unemotional Growth  
 61.44  48.24 Keystone 100  
 60.75  70.90 Formula 90            
 56.06  67.55 Relative Strength - 13 Week  
 46.62  56.44 Relative Strength - 26 Week  
 33.40  72.53 Relative Strength - IBD  
 28.29  30.64 PEG26  
 28.29  46.76 PEG13  
 26.87  16.88 Plowback  
    18.14     Nasdaq 100 Index Trust   
 16.81  18.63 Keystone  
 10.77  18.63 Keystone EPS  
 -1.72   8.88 Spark   
    -3.87     S&P500 Trust (Spider)