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 15, 2000

Annual Reinvest/Rebalance 
5 stock/10 stock   
 27.54  12.86 PEG26  
 20.39  20.65 Formula 90            
 20.39  -1.75 Keystone 100  
  9.70   7.51 Unemotional Growth  
  2.86   1.79 Relative Strength - 13 Week  
    -0.11     S&P500 Trust (Spider)    
 -2.14   0.05 Spark   
 -4.05   9.79 PEG13  
    -6.86     Nasdaq 100 Index Trust   
 -8.99  16.77 Relative Strength - IBD  
 -9.06   0.62 Keystone EPS  
 -9.81  13.00 Relative Strength - 26 Week  
-10.18   0.62 Keystone  
-10.89  -4.58 Plowback  


Quarterly Reinvest/Rebalance   
5 stock/10 stock   
 19.21   5.79 PEG26  
 11.29  13.27 Formula 90            
  8.10   0.67 Keystone 100  
  4.06   8.93 Relative Strength - 26 Week  
  3.95   8.71 PEG13  
  0.95  -4.44 Spark   
  0.56   5.78 Unemotional Growth  
    -0.11     S&P500 Trust (Spider)    
 -1.87  13.67 Relative Strength - 13 Week  
    -6.86     Nasdaq 100 Index Trust   
 -7.07  -3.11 Keystone  
 -8.22  -3.11 Keystone EPS  
-13.75  -5.59 Plowback  
-14.95   9.72 Relative Strength - IBD  

Monthly Reinvest/Rebalance  
5 stock/10 stock   
 19.40  18.55 Relative Strength - 26 Week  
 16.37  15.90 PEG26  
 12.48  21.21 Formula 90            
 11.29  23.79 PEG13  
  9.72  13.73 Unemotional Growth  
  5.68  18.43 Relative Strength - 13 Week  
 -0.05   4.14 Keystone 100  
    -0.11     S&P500 Trust (Spider)    
    -6.86     Nasdaq 100 Index Trust   
 -7.27  -0.44 Keystone EPS  
 -7.58  -0.44 Keystone  
 -9.01  -7.59 Plowback  
-10.09  24.23 Relative Strength - IBD  
-16.15 -20.16 Spark