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 July 3, 2000

Annual Reinvest/Rebalance    
5 stock/10 stock   
 52.18  34.53 PEG26  
 38.85  30.70 Formula 90            
 38.85  12.22 Keystone 100  
 24.36  17.29 Unemotional Growth  
 18.58  26.90 Relative Strength - 13 Week  
  1.96  36.68 PEG13  
     1.27     S&P500 Trust (Spider)    
  0.58   6.59 Spark   
     0.40     Nasdaq 100 Index Trust   
 -1.00   6.52 Keystone EPS  
 -3.29  38.38 Relative Strength - IBD  
 -4.44   6.52 Keystone  
 -4.93   0.54 Plowback  
 -7.71  33.10 Relative Strength - 26 Week  
     
 
Quarterly Reinvest/Rebalance
5 stock/10 stock   
 45.90  22.11 Keystone 100  
 41.27  20.05 PEG26  
 35.08  34.21 Formula 90            
 33.29  31.13 Relative Strength - 26 Week  
 22.42  20.14 PEG13  
 19.33  27.92 Relative Strength - 13 Week  
 10.08  11.07 Unemotional Growth  
  5.99   7.77 Keystone  
  4.72  30.84 Relative Strength - IBD  
  4.67   7.77 Keystone EPS  
     1.27     S&P500 Trust (Spider)    
     0.40     Nasdaq 100 Index Trust   
 -1.44   3.17 Spark   
-11.42  -3.11 Plowback  


Monthly Reinvest/Rebalance   
5 stock/10 stock   
 60.26  59.14 Formula 90            
 55.84  52.32 Relative Strength - 26 Week  
 27.99  56.06 Relative Strength - IBD  
 25.08  28.97 Unemotional Growth  
 18.23  28.09 PEG26  
  8.55  21.73 Keystone 100  
  6.69   7.11 Keystone EPS  
  3.00   7.11 Keystone  
  1.36  17.75 Relative Strength - 13 Week  
     1.27     S&P500 Trust (Spider)    
     0.40     Nasdaq 100 Index Trust   
 -3.77   0.94 Plowback  
 -5.73   8.33 PEG13  
-12.65 -11.85 Spark