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 17, 2000

Annual Reinvest/Rebalance    
5 stock/10 stock   
 64.96 46.12 PEG26
 49.97 44.56 Formula 90
 49.97 21.26 Keystone 100
 37.60 22.51 Unemotional Growth
 17.74 34.81 Relative Strength - 13 Week
 10.04 15.41 Spark
     7.06    Nasdaq 100 Index Trust
     3.82    S&P500 Trust (Spider)
  3.10 37.90 PEG13
  2.51  6.25 Plowback
 -1.18 47.72 Relative Strength - 26 Week
 -1.21 54.74 Relative Strength - IBD
 -2.25  9.55 Keystone EPS
 -5.51  9.55 Keystone
 
Semi-Annual Reinvest/Rebalance    
5 stock/10 stock     
 77.92 46.55 PEG26 
 52.48 23.13 Keystone 100 
 46.38 45.83 Formula 90           
 28.29 35.17 Relative Strength - 13 Week 
 23.53 20.23 Unemotional Growth 
 14.92 43.21 PEG13 
     7.06    Nasdaq 100 Index Trust  
  3.92 13.11 Spark  
     3.82    S&P500 Trust (Spider)   
  2.51 50.65 Relative Strength - IBD 
  1.56  7.35 Plowback 
 -0.04  9.82 Keystone 
 -1.78  9.82 Keystone EPS 
 -6.79 44.40 Relative Strength - 26 Week 
    
Quarterly Reinvest/Rebalance
5 stock/10 stock   
 65.17 30.77 PEG26  
 60.21 33.97 Keystone 100  
 42.40 49.74 Formula 90            
 37.97 25.89 PEG13  
 34.61 42.27 Relative Strength - 26 Week  
 29.10 36.26 Relative Strength - 13 Week  
 10.99 42.44 Relative Strength - IBD  
 10.87 11.12 Keystone  
  9.35 13.85 Unemotional Growth  
     7.06    Nasdaq 100 Index Trust   
  3.85 11.12 Keystone EPS  
     3.82    S&P500 Trust (Spider)    
  1.84  9.49 Spark   
 -5.37  3.45 Plowback  
 
Monthly Reinvest/Rebalance   
5 stock/10 stock   
 68.94 77.56 Formula 90            
 57.38 65.25 Relative Strength - 26 Week  
 38.22 39.52 PEG26  
 35.66 69.90 Relative Strength - IBD  
 24.25 32.20 Unemotional Growth  
 19.20 33.55 Keystone 100  
  9.66 25.43 Relative Strength - 13 Week  
  7.74 10.44 Keystone  
     7.06    Nasdaq 100 Index Trust   
  6.25 13.51 PEG13  
  5.86 10.44 Keystone EPS  
     3.82    S&P500 Trust (Spider)    
  2.80 7.77 Plowback  
 -9.75 -6.46 Spark