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 31, 2000

Annual Reinvest/Rebalance     
5 stock/10 stock   
 34.18  23.46 PEG26  
 32.51  28.93 Formula 90            
 32.51  10.42 Keystone 100  
 19.08   5.96 Unemotional Growth  
  4.61  20.79 Relative Strength - 13 Week  
  0.15   5.19 Spark   
 -1.37   5.56 Keystone EPS  
    -1.42     S&P500 Trust (Spider)    
 -3.76   5.56 Keystone  
    -5.00     Nasdaq 100 Index Trust   
 -9.18  24.76 PEG13  
-11.68  -7.48 Plowback  
-15.75  31.39 Relative Strength - IBD  
-17.53  23.13 Relative Strength - 26 Week  
 
Semi-Annual Reinvest/Rebalance    
5 stock/10 stock     
 60.50  35.93 PEG26  
 27.97  29.03 Formula 90            
 26.52   4.75 Keystone 100  
 16.17  26.47 Relative Strength - 13 Week  
 15.09   6.82 Unemotional Growth  
 13.69  36.85 PEG13  
    -1.42     S&P500 Trust (Spider)    
 -4.12  -2.01 Plowback  
    -5.00     Nasdaq 100 Index Trust   
 -5.90  -1.94 Spark   
 -9.02   1.13 Keystone EPS  
 -9.76   1.13 Keystone  
-17.31  29.86 Relative Strength - IBD  
-24.51  26.75 Relative Strength - 26 Week  
    
Quarterly Reinvest/Rebalance
5 stock/10 stock   
 48.99  21.30 PEG26  
 36.50  20.29 PEG13  
 32.94  13.97 Keystone 100  
 24.49  32.49 Formula 90            
 16.91  27.49 Relative Strength - 13 Week  
  9.02  24.88 Relative Strength - 26 Week  
  1.88   1.15 Unemotional Growth  
  0.09   2.33 Keystone  
    -1.42     S&P500 Trust (Spider)    
 -3.80   2.33 Keystone EPS  
    -5.00     Nasdaq 100 Index Trust   
 -7.79  -5.08 Spark   
-10.47  22.78 Relative Strength - IBD  
-10.66  -5.57 Plow 
 
Monthly Reinvest/Rebalance   
5 stock/10 stock   
 47.69  57.11 Formula 90            
 27.47  45.06 Relative Strength - 26 Week  
 24.69  29.41 PEG26  
 15.76  17.45 Unemotional Growth  
  9.43  46.44 Relative Strength - IBD  
  5.11   8.46 PEG13  
 -0.70  17.36 Relative Strength - 13 Week  
 -1.09  13.62 Keystone 100  
    -1.42     S&P500 Trust (Spider)    
 -1.95   1.70 Keystone EPS  
 -2.74   1.70 Keystone  
 -2.94  -1.63 Plowback  
    -5.00     Nasdaq 100 Index Trust   
-18.28 -18.90 Spark