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 11, 2000

Annual Reinvest/Rebalance     
5 stock/10 stock   
 51.71  41.12 Formula 90            
 51.71  20.34 Keystone 100  
 36.58  27.90 Unemotional Growth  
 33.75  25.37 PEG26  
  9.36  26.05 Relative Strength - 13 Week  
     2.71     S&P500 Trust (Spider)    
  0.20   8.24 Keystone EPS  
 -1.26   2.58 Spark   
 -2.05  -4.85 Plowback  
    -2.34     Nasdaq 100 Index Trust   
 -2.83   8.24 Keystone  
 -8.41  19.09 PEG13  
-12.79  56.25 Relative Strength - IBD  
-26.33  44.00 Relative Strength - 26 Week  
    
Semi-Annual Reinvest/Rebalance    
5 stock/10 stock
104.84  51.27 PEG26  
 51.94  42.45 Relative Strength - 13 Week  
 37.35  43.72 Formula 90            
 29.24   5.91 Keystone 100  
 29.18  23.99 Unemotional Growth  
 23.78  49.43 PEG13  
     2.71     S&P500 Trust (Spider)    
 -1.95   4.20 Spark   
    -2.34     Nasdaq 100 Index Trust   
 -4.34   4.48 Keystone EPS  
 -5.63  47.64 Relative Strength - IBD  
 -6.03   4.48 Keystone  
 -8.58  -0.33 Plowback  
-20.24  31.25 Relative Strength - 26 Week   
    
Quarterly Reinvest/Rebalance
5 stock/10 stock   
 90.15  34.99 PEG26  
 52.90  43.60 Relative Strength - 13 Week  
 48.61  31.35 PEG13  
 35.80  15.24 Keystone 100  
 33.62  47.58 Formula 90            
 15.18  29.31 Relative Strength - 26 Week  
 14.35  17.41 Unemotional Growth  
  4.22   5.71 Keystone  
     2.71     S&P500 Trust (Spider)    
  2.18  39.59 Relative Strength - IBD  
  1.14   5.71 Keystone EPS  
    -2.34     Nasdaq 100 Index Trust   
 -3.91   0.86 Spark   
-14.82  -3.96 Plowback   

Monthly Reinvest/Rebalance   
5 stock/10 stock     
 77.12  77.81 Formula 90            
 71.61  62.73 PEG26  
 60.60  66.02 Relative Strength - 26 Week  
 34.84  67.38 Relative Strength - IBD  
 33.51  26.32 PEG13  
 19.72  30.40 Unemotional Growth  
  8.34  27.39 Keystone 100  
  4.16   4.70 Keystone EPS  
     2.71     S&P500 Trust (Spider)    
 -0.26  27.02 Relative Strength - 13 Week  
 -1.86  -4.06 Plowback  
    -2.34     Nasdaq 100 Index Trust   
 -3.06   4.70 Keystone  
-19.13 -15.18 Spark