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 27, 2000

Annual Reinvest/Rebalance 
5 stock/10 stock   
 54.00  52.69 Formula 90            
 54.00  28.50 Keystone 100  
 45.46  28.88 PEG26  
 40.04  17.72 Unemotional Growth  
 32.67  44.38 Relative Strength - 13 Week  
 28.69  35.74 PEG13  
    23.86     Nasdaq 100 Index Trust   
 23.11  55.96 Relative Strength - IBD  
 18.31  23.13 Keystone  
 18.17  41.46 Relative Strength - 26 Week  
 16.67  22.38 Spark   
 15.75  23.13 Keystone EPS  
 15.18  15.43 Plowback  
     4.47     S&P500 Trust (Spider)    
   
Monthly Reinvest/Rebalance  
5 stock/10 stock   
 57.45  27.15 Unemotional Growth  
 55.30  66.12 Formula 90            
 52.33  60.35 Relative Strength - 26 Week  
 46.45  43.02 Keystone 100  
 42.03  48.40 Relative Strength - 13 Week  
 39.44  35.21 PEG26  
 28.88  67.13 Relative Strength - IBD  
 27.26  17.16 Plowback  
    23.86     Nasdaq 100 Index Trust   
 23.07  41.38 PEG13  
 17.70  26.69 Keystone EPS  
 15.08  26.69 Keystone  
  8.72  11.18 Spark   
     4.47     S&P500 Trust (Spider)