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 19, 2000

Annual Reinvest/Rebalance    
5 stock/10 stock   
 43.49  39.89 Formula 90            
 43.49  15.83 Keystone 100  
 41.24  31.03 PEG26  
 28.69  16.26 Unemotional Growth  
 21.35  28.71 Relative Strength - 13 Week  
  5.95  40.86 Relative Strength - 26 Week  
  5.47   6.87 Plowback  
  3.88  11.34 Keystone EPS  
     3.35     Nasdaq 100 Index Trust   
     2.06     S&P500 Trust (Spider)    
  1.49  11.25 Spark   
  0.22  42.57 Relative Strength - IBD  
  0.14  11.34 Keystone  
 -6.03  26.80 PEG13  
 
Quarterly Reinvest/Rebalance
5 stock/10 stock   
 51.60  27.43 Keystone 100  
 41.99  39.73 Formula 90            
 39.05  22.54 PEG26  
 36.91  34.45 Relative Strength - 26 Week  
 29.63  40.12 Relative Strength - 13 Week  
 17.25  21.63 PEG13  
  9.19  11.04 Unemotional Growth  
  9.03  34.96 Relative Strength - IBD  
  6.50  13.29 Keystone  
  5.17  13.29 Keystone EPS  
  4.19  10.68 Spark   
     3.35     Nasdaq 100 Index Trust   
     2.06     S&P500 Trust (Spider)    
  1.88   4.20 Plowback  


Monthly Reinvest/Rebalance   
5 stock/10 stock   
 55.24  58.35 Formula 90            
 50.78  49.31 Relative Strength - 26 Week  
 25.76  30.40 Unemotional Growth  
 22.38  54.56 Relative Strength - IBD  
 20.39  27.17 Keystone 100  
 16.62  26.99 PEG26  
 11.06  10.75 Keystone EPS  
  6.96   4.83 Plowback  
  3.82  10.75 Keystone  
  3.46  19.42 Relative Strength - 13 Week  
     3.35     Nasdaq 100 Index Trust   
     2.06     S&P500 Trust (Spider)    
 -0.35  10.47 PEG13  
 -2.30  -5.59 Spark