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 14, 2000

Annual Reinvest/Rebalance     
5 stock/10 stock   
 42.76  18.78 Keystone 100  
 42.76  36.32 Formula 90            
 33.32  26.24 PEG26  
 27.66  19.32 Unemotional Growth  
 13.30  28.05 Relative Strength - 13 Week  
  3.17  10.33 Keystone EPS  
     2.79     S&P500 Trust (Spider)    
  1.43  10.33 Keystone  
  1.07   7.17 Spark   
    -1.98     Nasdaq 100 Index Trust   
 -6.62  -7.03 Plowback  
 -9.51  44.83 Relative Strength - IBD  
-12.68  22.64 PEG13  
-16.26  34.40 Relative Strength - 26 Week  
     
Semi-Annual Reinvest/Rebalance    
5 stock/10 stock     
 64.73  38.74 PEG26  
 38.72  40.89 Formula 90            
 32.05  11.86 Keystone 100  
 27.88  33.75 Relative Strength - 13 Week  
 23.24  11.73 Unemotional Growth  
 14.75  38.48 PEG13  
     2.79     S&P500 Trust (Spider)    
  0.34   5.59 Spark   
 -0.20   8.51 Keystone EPS  
 -0.61   8.51 Keystone  
    -1.98     Nasdaq 100 Index Trust   
 -5.43  -0.89 Plowback  
 -9.71  42.10 Relative Strength - IBD  
-21.84  33.30 Relative Strength - 26 Week  
    
Quarterly Reinvest/Rebalance
5 stock/10 stock   
 52.92  23.81 PEG26  
 38.75  21.71 Keystone 100  
 37.77  21.73 PEG13  
 34.95  44.67 Formula 90            
 28.69  34.83 Relative Strength - 13 Week  
 12.88  31.33 Relative Strength - 26 Week  
 10.23   9.79 Keystone  
  9.09   5.80 Unemotional Growth  
  5.51   9.79 Keystone EPS  
     2.79     S&P500 Trust (Spider)    
 -1.67   2.21 Spark   
    -1.98     Nasdaq 100 Index Trust   
 -2.23  34.35 Relative Strength - IBD  
-11.89  -4.49 Plowback  
 
Monthly Reinvest/Rebalance   
5 stock/10 stock   
 66.55  68.70 Formula 90            
 40.22  54.47 Relative Strength - 26 Week  
 37.24  41.41 PEG26  
 23.39  58.09 Relative Strength - IBD  
 21.38  20.30 Unemotional Growth  
 14.14  16.31 PEG13  
  6.63   4.15 Keystone EPS  
  5.04  25.41 Relative Strength - 13 Week  
     2.79     S&P500 Trust (Spider)    
  0.88  19.08 Keystone 100  
 -1.16  -2.26 Plowback  
    -1.98     Nasdaq 100 Index Trust   
 -2.46   4.15 Keystone  
-18.36 -15.69 Spark