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 10, 2000

Annual Reinvest/Rebalance
5 stock 10 stock
 36.60  22.54 PEG26
 24.91  27.14 Formula 90      
 24.91   5.69 Keystone 100
 15.21  18.15 Relative Strength - 13 Week
 12.86  22.49 PEG13
 12.70  12.14 Spark
 12.62   3.44 Unemotional Growth
  9.15  22.00 Relative Strength - 26 Week
     5.67  Nasdaq 100 Index Trust
  3.96  28.87 Relative Strength - IBD
     3.72  S&P500 Trust (Spider)
  2.86  12.71 Keystone
  2.75  12.71 Keystone EPS
 -2.57   3.26 Plowback

Monthly Reinvest/Rebalance  
5 stock/10 stock 
 23.93  25.65 PEG26
 23.54  30.89 Formula 90      
 22.36  31.79 Relative Strength - 26 Week
 21.86  13.62 Unemotional Growth
 11.86  25.34 Relative Strength - 13 Week
  8.08  13.67 Keystone EPS
  7.93  12.21 Keystone 100
  7.73  13.67 Keystone
  5.71  20.39 PEG13
     5.67  Nasdaq 100 Index Trust
  5.19  34.78 Relative Strength - IBD
     3.72  S&P500 Trust (Spider)
  2.45  -0.35 Plowback
 -1.25  -7.38 Spark
 
Quarterly Reinvest/Rebalance  
5 stock 10 stock
 31.05 18.99 PEG26
 20.79 21.78 Formula 90      
 18.24  4.52 Keystone 100
 15.82 11.69 Spark
 11.76 21.95 Relative Strength - 13 Week
 10.14 14.81 PEG13
  9.20  4.72 Unemotional Growth
  7.91 12.92 Keystone
  6.57 12.92 Keystone EPS
  5.86 19.21 Relative Strength - 26 Week
     5.67  Nasdaq 100 Index Trust
     3.72  S&P500 Trust (Spider)
  1.02 25.66 Relative Strength - IBD
 -2.04  2.49 Plowback