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 12, 2000

Annual Reinvest/Rebalance    
5 stock/10 stock   
 37.72  22.33 PEG26  
 30.57  32.44 Formula 90            
 30.57   6.09 Keystone 100  
 17.92   9.45 Unemotional Growth  
 10.26  10.70 Relative Strength - 13 Week  
    -0.28     S&P500 Trust (Spider)    
 -0.71  26.96 Relative Strength - 26 Week  
 -3.13  21.70 PEG13  
 -3.41   2.85 Keystone EPS  
 -3.82   2.85 Keystone  
    -4.02     Nasdaq 100 Index Trust   
 -4.17  -1.33 Plowback  
 -5.65   0.90 Spark   
 -8.64  29.89 Relative Strength - IBD  
 
Quarterly Reinvest/Rebalance
5 stock/10 stock   
 30.90  27.38 Formula 90            
 29.28  12.94 Keystone 100  
 28.98  14.97 PEG26  
 21.91  18.38 Relative Strength - 26 Week  
 19.66  27.95 Relative Strength - 13 Week  
  9.73  16.18 PEG13  
  1.74   5.89 Unemotional Growth  
  1.54   5.73 Keystone  
  0.43  24.76 Relative Strength - IBD  
  0.27   5.73 Keystone EPS  
    -0.28     S&P500 Trust (Spider)    
 -2.11   4.28 Spark   
 -3.50  -2.47 Plowback  
    -4.02     Nasdaq 100 Index Trust   


Monthly Reinvest/Rebalance   
5 stock/10 stock   
 43.86  45.83 Formula 90            
 41.26  31.93 Relative Strength - 26 Week  
 14.39  18.18 Keystone 100  
 13.59  21.12 PEG26  
 13.04  41.94 Relative Strength - IBD  
 12.19  19.88 Unemotional Growth  
  3.56   2.40 Keystone EPS  
  0.53  -2.77 Plowback  
    -0.28     S&P500 Trust (Spider)    
 -1.89   2.40 Keystone  
 -1.96  12.71 Relative Strength - 13 Week  
 -2.67   7.89 PEG13  
    -4.02     Nasdaq 100 Index Trust   
 -9.37 -13.63 Spark