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 26, 2000

Annual Reinvest/Rebalance    
5 stock/10 stock     
 48.17  31.16 PEG26  
 37.42  31.77 Formula 90            
 37.42  10.25 Keystone 100  
 23.02  11.13 Unemotional Growth  
 16.36  24.90 Relative Strength - 13 Week  
     0.20     S&P500 Trust (Spider)    
    -0.73     Nasdaq 100 Index Trust   
 -1.60   5.25 Keystone EPS  
 -1.99   1.24 Plowback  
 -2.77   4.60 Spark   
 -2.82  38.86 Relative Strength - IBD  
 -3.88  33.06 Relative Strength - 26 Week  
 -4.36   5.25 Keystone  
 -4.45  28.77 PEG13  
     
 
Quarterly Reinvest/Rebalance
5 stock/10 stock   
 46.79  22.56 Keystone 100  
 36.97  20.84 PEG26  
 36.10  38.09 Formula 90            
 27.69  27.50 Relative Strength - 26 Week  
 23.98  33.87 Relative Strength - 13 Week  
 18.76  21.44 PEG13  
 10.88   9.33 Unemotional Growth  
  4.61  29.93 Relative Strength - IBD  
  4.57   7.18 Keystone  
  3.27   7.18 Keystone EPS  
     0.20     S&P500 Trust (Spider)    
    -0.73     Nasdaq 100 Index Trust   
 -1.88   3.28 Spark   
 -7.97  -0.21 Plowback  


Monthly Reinvest/Rebalance   
5 stock/10 stock   
 56.34  57.19 Formula 90            
 54.03  55.43 Relative Strength - 26 Week  
 21.96  51.20 Relative Strength - IBD  
 21.33  27.93 Unemotional Growth  
 14.71  26.27 PEG26  
 14.70  23.70 Keystone 100  
  7.30   6.05 Keystone EPS  
  1.64   6.05 Keystone  
     0.20     S&P500 Trust (Spider)    
    -0.73     Nasdaq 100 Index Trust   
 -0.95   1.69 Plowback  
 -1.23  15.57 Relative Strength - 13 Week  
 -3.77   6.77 PEG13  
-11.83 -11.35 Spark