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 April 3, 2000

Annual Reinvest/Rebalance  
5 stock/10 stock   
 22.54  23.54 Formula 90            
 22.54   5.75 Keystone 100  
 21.65  13.39 PEG26  
 11.91  10.77 Spark   
 11.36   5.78 Unemotional Growth  
 10.28  17.85 Relative Strength - 13 Week  
     8.05     Nasdaq 100 Index Trust   
  5.72  14.89 PEG13  
     3.82     S&P500 Trust (Spider)    
  3.40  16.28 Relative Strength - 26 Week  
  2.45   9.84 Keystone  
  1.17   9.84 Keystone EPS  
 -0.11  23.33 Relative Strength - IBD  
 -3.17   2.32 Plowback     
Monthly Reinvest/Rebalance  
5 stock/10 stock   
 25.33  32.78 Formula 90            
 24.27  14.77 Unemotional Growth  
 19.52  28.54 Relative Strength - 26 Week  
 15.04  14.27 PEG26  
 11.86  13.52 Keystone 100  
 10.37  21.13 Relative Strength - 13 Week  
     8.05     Nasdaq 100 Index Trust   
  4.01  32.29 Relative Strength - IBD  
     3.82     S&P500 Trust (Spider)    
  2.61  10.57 Keystone EPS  
  2.27  10.57 Keystone  
  1.47  20.48 PEG13  
  1.27  -0.51 Plowback  
 -4.58  -8.15 Spark