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 May 1, 2000

Annual Reinvest/Rebalance  
 5 stock/10 stock   
 41.06  25.55 PEG26  
 23.90  30.15 Formula 90            
 23.90   3.57 Keystone 100  
 14.88   4.70 Unemotional Growth  
  9.50   8.73 Relative Strength - 13 Week  
  8.54  19.71 PEG13  
  4.71   7.73 Spark   
  3.31  20.98 Relative Strength - 26 Week  
     1.16     S&P500 Trust (Spider)    
     0.79     Nasdaq 100 Index Trust   
  0.62  28.81 Relative Strength - IBD  
 -2.50   7.41 Keystone EPS  
 -3.46   7.41 Keystone  
 -6.97  -1.04 Plowback  

Quarterly Reinvest/Rebalance  
 5 stock/10 stock   
 43.94  28.52 PEG26  
 22.91  26.73 Formula 90            
 20.48   7.52 Keystone 100  
 19.94  25.54 PEG13  
 16.90  19.46 Relative Strength - 26 Week  
 15.43  28.76 Relative Strength - 13 Week  
 11.38   9.27 Unemotional Growth  
  8.43   5.97 Spark   
  1.95   7.47 Keystone  
     1.16     S&P500 Trust (Spider)    
     0.79     Nasdaq 100 Index Trust   
  0.68   7.47 Keystone EPS  
 -1.40  29.02 Relative Strength - IBD  
 -3.27  -0.74 Plowback  

     
Monthly Reinvest/Rebalance  
 5 stock/10 stock   
 36.12  35.71 PEG26  
 35.13  32.06 Relative Strength - 26 Week  
 25.72  36.21 Formula 90            
 24.30  18.56 Unemotional Growth  
 15.53  32.34 Relative Strength - 13 Week  
 15.11  31.64 PEG13  
  9.98  15.43 Keystone 100  
  2.67  38.39 Relative Strength - IBD  
  2.11   8.18 Keystone EPS  
  1.78   8.18 Keystone  
  1.17  -3.49 Plowback  
     1.16     S&P500 Trust (Spider)    
     0.79     Nasdaq 100 Index Trust   
 -7.54 -12.13 Spark