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 August 7, 2000

Annual Reinvest/Rebalance     
5 stock/10 stock   
   
 41.47  33.55 Formula 90            
 41.47  17.80 Keystone 100  
 25.70  16.75 Unemotional Growth  
 20.49  20.16 PEG26  
 11.52  29.80 Relative Strength - 13 Week  
  3.67   9.76 Keystone EPS  
     1.85     S&P500 Trust (Spider)    
  1.31   9.76 Keystone  
 -0.46   6.80 Spark   
    -2.37     Nasdaq 100 Index Trust   
 -4.60  -6.65 Plowback  
-10.85  39.50 Relative Strength - IBD  
-15.33  27.27 PEG13  
-17.91  30.72 Relative Strength - 26 Week  
     
Semi-Annual Reinvest/Rebalance    
5 stock/10 stock     
 65.95  40.88 PEG26  
 41.68  38.01 Formula 90            
 30.63  33.51 Relative Strength - 13 Week  
 29.90   8.15 Keystone 100  
 21.80   9.68 Unemotional Growth  
 16.15  39.05 PEG13  
     1.85     S&P500 Trust (Spider)    
 -0.53   5.50 Keystone EPS  
 -1.34   2.66 Plowback  
    -2.37     Nasdaq 100 Index Trust   
 -2.42   0.52 Spark   
 -2.99   5.50 Keystone  
 -9.39  42.69 Relative Strength - IBD  
-20.04  31.29 Relative Strength - 26 Week 
    
Quarterly Reinvest/Rebalance
5 stock/10 stock   
 54.05  25.72 PEG26  
 39.45  22.23 PEG13  
 37.83  41.72 Formula 90            
 36.49  17.68 Keystone 100  
 31.46  34.59 Relative Strength - 13 Week  
 15.48  29.35 Relative Strength - 26 Week  
  7.82   3.86 Unemotional Growth  
  7.60   6.75 Keystone  
  5.17   6.75 Keystone EPS  
     1.85     S&P500 Trust (Spider)    
 -1.90  34.91 Relative Strength - IBD  
    -2.37     Nasdaq 100 Index Trust   
 -4.38  -2.70 Spark   
 -8.07  -1.08 Plowback 
 
Monthly Reinvest/Rebalance   
5 stock/10 stock   
 59.21  66.90 Formula 90            
 38.98  53.15 Relative Strength - 26 Week  
 33.15  38.82 PEG26  
 19.81  21.26 Unemotional Growth  
 17.96  55.84 Relative Strength - IBD  
 12.49  16.38 PEG13  
  5.64   4.87 Keystone EPS  
  4.56  25.20 Relative Strength - 13 Week  
     1.85     S&P500 Trust (Spider)    
  1.63   4.87 Keystone  
  0.88   0.48 Plowback  
 -0.94  16.89 Keystone 100  
    -2.37     Nasdaq 100 Index Trust   
-19.88 -17.92 Spark