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 10, 2000

Annual Reinvest/Rebalance    
5 stock/10 stock   
 45.86  34.08 PEG26  
 30.77  28.07 Formula 90            
 30.77   7.72 Keystone 100  
 17.96  18.47 Unemotional Growth  
  8.73  24.03 Relative Strength - 13 Week  
  4.51   7.19 Spark   
     1.53     S&P500 Trust (Spider)    
    -0.43     Nasdaq 100 Index Trust   
 -3.13   1.17 Plowback  
 -5.28  30.59 PEG13  
-10.38  35.07 Relative Strength - IBD  
-11.29   2.61 Keystone EPS  
-13.80  28.92 Relative Strength - 26 Week  
-14.01   2.61 Keystone  

Semi-Annual Reinvest/Rebalance    
5 stock/10 stock   
 58.71  39.67 PEG26  
 42.99  12.77 Keystone 100  
 36.19  29.70 Formula 90            
 20.37  28.66 Relative Strength - 13 Week  
 17.50  12.35 Unemotional Growth  
  6.32  41.86 PEG13  
     1.53     S&P500 Trust (Spider)    
    -0.43     Nasdaq 100 Index Trust   
 -2.61   4.64 Plowback  
 -5.65   2.33 Spark   
 -6.04  35.80 Relative Strength - IBD  
 -6.74   2.81 Keystone  
 -9.55   2.81 Keystone EPS  
 -9.69  35.35 Relative Strength - 26 Week  
    
Quarterly Reinvest/Rebalance
5 stock/10 stock   
 50.25  22.70 Keystone 100  
 47.34  24.63 PEG26  
 32.49  33.18 Formula 90            
 30.42  33.35 Relative Strength - 26 Week  
 27.65  24.70 PEG13  
 21.14  29.70 Relative Strength - 13 Week  
  4.02   6.39 Unemotional Growth  
  3.44   4.02 Keystone  
  1.74  28.40 Relative Strength - IBD  
     1.53     S&P500 Trust (Spider)    
    -0.43     Nasdaq 100 Index Trust   
 -4.37   4.02 Keystone EPS  
 -7.54  -0.95 Spark   
 -9.25   0.83 Plowback  
 
Monthly Reinvest/Rebalance   
5 stock/10 stock   
 57.19  57.92 Formula 90            
 52.49  54.90 Relative Strength - 26 Week  
 24.35  53.15 Relative Strength - IBD  
 23.30  32.97 PEG26  
 18.18  23.53 Unemotional Growth  
 11.78  22.32 Keystone 100  
  2.89  19.39 Relative Strength - 13 Week  
     1.53     S&P500 Trust (Spider)    
  0.52 3.38 Keystone  
    -0.43     Nasdaq 100 Index Trust   
 -1.42   5.05 Plowback  
 -1.70  12.44 PEG13  
 -2.53   3.38 Keystone EPS  
-18.06 -15.37 Spark