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 13, 2000

Annual Reinvest/Rebalance
Annual Reinvest/Rebalance    
5 stock/10 stock   
 59.02  53.45 Formula 90            
 59.02  27.50 Keystone 100  
 46.61  16.43 Unemotional Growth  
 26.65  16.65 PEG26  
 26.34  60.27 Relative Strength - IBD  
 24.69  47.43 Relative Strength - 26 Week  
 24.17  39.03 Relative Strength - 13 Week  
 21.22  29.50 PEG13  
    17.35     Nasdaq 100 Index Trust   
 13.59   8.42 Plowback  
  7.90   9.93 Keystone  
  6.34   9.93 Keystone EPS  
 -1.57   7.23 Spark   
    -4.71     S&P500 Trust (Spider)    

   
Monthly Reinvest/Rebalance  
5 stock/10 stock   
 66.07  24.28 Unemotional Growth  
 56.54  66.95 Formula 90            
 55.95  42.68 Keystone 100  
 48.07  56.06 Relative Strength - 26 Week  
 47.42  53.92 Relative Strength - 13 Week  
 30.61  28.55 PEG26  
 29.91  69.20 Relative Strength - IBD  
 25.84  13.75 Plowback  
 23.32  41.36 PEG13  
    17.35     Nasdaq 100 Index Trust   
  6.56  14.52 Keystone EPS  
  5.39  14.52 Keystone  
 -2.26   7.81 Spark   
    -4.71     S&P500 Trust (Spider)