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 June 5, 2000

Annual Reinvest/Rebalance    
5 stock/10 stock   
 43.85  25.06 PEG26  
 25.16  30.43 Formula 90            
 25.16   2.86 Keystone 100  
 13.84   9.32 Unemotional Growth  
  5.26   6.88 Relative Strength - 13 Week  
     1.16     S&P500 Trust (Spider)    
  1.02   4.77 Spark   
 -0.47  22.46 PEG13  
 -0.72  -0.05 Plowback  
    -1.45     Nasdaq 100 Index Trust   
 -4.38  23.68 Relative Strength - 26 Week  
 -6.46   3.59 Keystone EPS  
 -7.27   3.59 Keystone  
-10.43  28.73 Relative Strength - IBD  

Quarterly Reinvest/Rebalance   
5 stock/10 stock 
 41.95  32.60 Relative Strength - 26 Week  
 38.57  42.74 Formula 90            
 16.37  20.21 PEG26  
 16.07  18.30 Keystone 100  
  9.72  40.54 Relative Strength - IBD  
  9.05  19.51 Unemotional Growth  
     1.16     S&P500 Trust (Spider)    
  0.80  -2.39 Plowback  
  0.24   1.24 Keystone EPS  
 -0.29  19.09 Relative Strength - 13 Week  
    -1.45     Nasdaq 100 Index Trust   
 -3.28   9.59 PEG13  
 -3.79   1.24 Keystone  
 -8.33 -15.21 Spark


Monthly Reinvest/Rebalance   
5 stock/10 stock   
 23.59  17.31 Relative Strength - 26 Week  
 16.88  24.25 Formula 90            
 11.28  13.53 PEG26  
  0.49   3.35 Keystone 100  
 -0.47  16.90 Relative Strength - 13 Week  
 -1.32   8.14 PEG13  
 -1.60   5.44 Unemotional Growth  
    -1.91     S&P500 Trust (Spider)    
 -7.42 -10.24 Plowback  
 -8.38  22.93 Relative Strength - IBD  
 -9.63  -5.92 Keystone EPS  
    -9.89     Nasdaq 100 Index Trust   
 -9.93  -5.92 Keystone  
-17.67 -24.53 Spark