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 September 5, 2000

Annual Reinvest/Rebalance     
5 stock/10 stock      
 61.83  51.74 Formula 90            
 61.83  30.33 Keystone 100  
 44.37  31.54 Unemotional Growth  
 41.89  34.07 PEG26  
 19.16  36.06 Relative Strength - 13 Week  
  6.71  14.61 Keystone EPS  
  5.42  14.61 Keystone  
     5.15     Nasdaq 100 Index Trust   
  4.12 0.04 Plowback  
     4.00     S&P500 Trust (Spider)    
  0.38   9.01 Spark   
 -5.04  65.27 Relative Strength - IBD  
 -8.54  24.95 PEG13  
-23.70  49.41 Relative Strength - 26 Week    
     
Semi-Annual Reinvest/Rebalance    
5 stock/10 stock
 98.77  51.36 PEG26  
 54.50  43.49 Relative Strength - 13 Week  
 51.18  57.36 Formula 90            
 40.27  17.23 Keystone 100  
 35.77  30.10 Unemotional Growth  
 25.12  53.16 PEG13  
  7.20  14.11 Spark   
  5.82  13.47 Keystone EPS  
     5.15     Nasdaq 100 Index Trust   
     4.00     S&P500 Trust (Spider)    
  3.42  13.47 Keystone  
  1.51  59.87 Relative Strength - IBD  
 -2.10   3.99 Plowback  
-16.45  36.56 Relative Strength - 26 Week   
    
Quarterly Reinvest/Rebalance
5 stock/10 stock   
 84.52  35.07 PEG26  
 55.48  44.65 Relative Strength - 13 Week  
 50.22  34.63 PEG13  
 47.39  27.56 Keystone 100  
 47.07  61.59 Formula 90            
 20.66  34.55 Relative Strength - 26 Week  
 20.18  23.19 Unemotional Growth  
 14.71  14.80 Keystone  
 11.88  14.80 Keystone EPS  
  9.91  51.16 Relative Strength - IBD  
     5.15     Nasdaq 100 Index Trust   
  5.05  10.45 Spark   
     4.00     S&P500 Trust (Spider)    
 -8.78   0.21 Plowback  

Monthly Reinvest/Rebalance   
5 stock/10 stock     

 87.89  90.48 Formula 90            
 69.77  60.18 PEG26  
 62.04  67.56 Relative Strength - 26 Week  
 42.92  78.99 Relative Strength - IBD  
 37.15  30.66 PEG13  
 23.56  35.81 Unemotional Growth  
 10.08   8.12 Keystone EPS  
  7.81  27.70 Keystone 100  
     5.15     Nasdaq 100 Index Trust   
  4.36  32.00 Relative Strength - 13 Week  
     4.00     S&P500 Trust (Spider)    
  1.51   8.12 Keystone  
  1.10  -2.12 Plowback  
-15.48 -11.18 Spark