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 20, 2000

Annual Reinvest/Rebalance 
5 stock/10 stock   
 41.00  39.02 Formula 90            
 41.00  18.27 Keystone 100  
 33.47  19.63 PEG26  
 28.98  11.68 Unemotional Growth  
 17.86  23.18 PEG13  
 17.13  25.99 Relative Strength - 13 Week  
    13.06     Nasdaq 100 Index Trust   
 12.93  42.52 Relative Strength - IBD  
 12.01  31.58 Relative Strength - 26 Week  
  7.99  12.91 Spark   
  6.94   7.51 Plowback  
  5.44  10.61 Keystone  
  4.34  10.61 Keystone EPS  
     0.52     S&P500 Trust (Spider)    
   
Monthly Reinvest/Rebalance  
5 stock/10 stock   
 47.06  18.57 Unemotional Growth  
 42.24  52.98 Formula 90            
 38.66  30.42 Keystone 100  
 36.06  44.67 Relative Strength - 26 Week  
 27.52  38.62 Relative Strength - 13 Week  
 25.62  23.92 PEG26  
 18.04  53.27 Relative Strength - IBD  
 14.26  32.26 PEG13  
 13.51   9.35 Plowback  
    13.06     Nasdaq 100 Index Trust   
  5.90  10.45 Keystone EPS  
  0.82  10.45 Keystone  
     0.52     S&P500 Trust (Spider)    
 -3.70   0.27 Spark