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 28, 2000

Annual Reinvest/Rebalance     
5 stock/10 stock      
 55.24  49.07 Formula 90            
 55.24  27.71 Keystone 100  
 49.21  37.03 PEG26  
 39.78  25.73 Unemotional Growth  
 15.75  32.84 Relative Strength - 13 Week  
  5.98  14.57 Keystone  
  5.92  14.57 Keystone EPS  
     4.36     S&P500 Trust (Spider)    
     4.22     Nasdaq 100 Index Trust   
  2.82  10.48 Spark   
  2.28  -0.74 Plowback  
 -6.48  24.11 PEG13  
 -6.99  58.06 Relative Strength - IBD  
-18.73  43.94 Relative Strength - 26 Week  
     
Semi-Annual Reinvest/Rebalance    
5 stock/10 stock
 94.94  52.68 PEG26  
 47.19  52.71 Formula 90            
 44.67  20.29 Keystone 100  
 44.22  31.59 Relative Strength - 13 Week  
 27.53  21.37 Unemotional Growth  
 18.44  43.14 PEG13  
  6.11  12.22 Spark   
     4.36     S&P500 Trust (Spider)    
     4.22     Nasdaq 100 Index Trust   
  3.00  13.23 Keystone  
  2.52  13.23 Keystone EPS  
  0.67  52.93 Relative Strength - IBD  
 -2.60   3.23 Plowback  
-15.49  34.62 Relative Strength - 26 Week  
    
Quarterly Reinvest/Rebalance
5 stock/10 stock   
 80.96  36.25 PEG26  
 52.01  30.88 Keystone 100  
 45.13  32.65 Relative Strength - 13 Week  
 43.19  56.81 Formula 90            
 42.20  25.83 PEG13  
 22.05  32.64 Relative Strength - 26 Week  
 14.24  14.57 Keystone  
 12.89  14.93 Unemotional Growth  
  9.00  44.60 Relative Strength - IBD  
  8.39  14.57 Keystone EPS  
     4.36     S&P500 Trust (Spider)    
     4.22     Nasdaq 100 Index Trust   
  3.98   8.62 Spark   
 -9.25  -0.52 Plowback  

Monthly Reinvest/Rebalance   
5 stock/10 stock     
 81.43  84.49 Formula 90            
 52.50  50.04 PEG26  
 51.21  60.88 Relative Strength - 26 Week  
 34.43  69.53 Relative Strength - IBD  
 25.27  30.97 Unemotional Growth  
 18.22  18.17 PEG13  
  9.71   7.37 Keystone EPS  
  9.19  26.80 Keystone 100  
     4.36     S&P500 Trust (Spider)    
     4.22     Nasdaq 100 Index Trust   
  3.78  28.86 Relative Strength - 13 Week  
  1.28  -0.84 Plowback  
  1.25   7.37 Keystone  
-14.88 -11.22 Spark