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 24, 2000

Annual Reinvest/Rebalance     
5 stock/10 stock   
 46.06  18.42 Keystone 100  
 46.06  38.91 Formula 90            
 45.92  35.09 PEG26  
 32.18  16.80 Unemotional Growth  
 11.29  29.67 Relative Strength - 13 Week  
  3.96  10.05 Spark   
  1.97   9.64 Keystone EPS  
     0.97     S&P500 Trust (Spider)    
  0.82  24.23 PEG13  
    -0.26     Nasdaq 100 Index Trust   
 -2.12   9.64 Keystone  
 -5.75  -1.23 Plowback  
 -7.83  46.12 Relative Strength - IBD  
 -7.91  39.87 Relative Strength - 26 Week
     
Semi-Annual Reinvest/Rebalance    
5 stock/10 stock     
 74.64  34.15 PEG26  
 41.25   7.14 Keystone 100  
 31.26  35.15 Formula 90            
 27.47  27.97 Relative Strength - 13 Week  
 14.56  32.12 PEG13  
 14.18   9.36 Unemotional Growth  
     0.97     S&P500 Trust (Spider)    
    -0.26     Nasdaq 100 Index Trust   
 -0.33  -1.63 Spark   
 -2.49   2.81 Plowback  
 -3.12  40.80 Relative Strength - IBD  
-13.98  -0.53 Keystone EPS  
-14.93  37.54 Relative Strength - 26 Week  
-16.16  -0.53 Keystone
    
Quarterly Reinvest/Rebalance
5 stock/10 stock   
 62.12  19.71 PEG26  
 48.42  16.57 Keystone 100  
 37.54  16.14 PEG13  
 28.28  29.01 Relative Strength - 13 Week  
 27.70  38.78 Formula 90            
 22.85  35.51 Relative Strength - 26 Week  
  4.90  33.12 Relative Strength - IBD  
  1.07   3.56 Unemotional Growth  
     0.97     S&P500 Trust (Spider)    
    -0.26     Nasdaq 100 Index Trust   
 -2.33  -4.78 Spark   
 -7.01   0.64 Keystone  
 -9.05   0.64 Keystone EPS  
 -9.14  -0.92 Plowback  
 
Monthly Reinvest/Rebalance   
5 stock/10 stock   
 51.50  64.56 Formula 90            
 43.64  57.40 Relative Strength - 26 Week  
 35.68  27.72 PEG26  
 28.21  58.78 Relative Strength - IBD  
 14.84  20.25 Unemotional Growth  
 10.43  16.21 Keystone 100  
  8.96  18.75 Relative Strength - 13 Week  
  5.91   4.72 PEG13  
     0.97     S&P500 Trust (Spider)    
    -0.26     Nasdaq 100 Index Trust   
 -1.30   3.22 Plowback  
 -7.30   0.02 Keystone EPS  
 -9.64   0.02 Keystone  
-13.44 -18.65 Spark