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 18, 2000

Annual Reinvest/Rebalance     
5 stock/10 stock    
 60.90  45.10 Formula 90            
 60.90  24.09 Keystone 100  
 49.74  34.58 Unemotional Growth  
 21.72  18.24 PEG26  
 10.07  30.02 Relative Strength - 13 Week  
    -0.48     S&P500 Trust (Spider)    
 -3.06   4.97 Keystone EPS  
    -5.57     Nasdaq 100 Index Trust   
 -6.21 -11.78 Plowback  
 -6.45  -0.30 Spark   
 -6.53   4.97 Keystone  
-10.58  61.35 Relative Strength - IBD  
-20.68  14.07 PEG13  
-34.27  47.84 Relative Strength - 26 Week  
    
Semi-Annual Reinvest/Rebalance    
5 stock/10 stock
 93.17  42.77 PEG26  
 41.30  35.82 Relative Strength - 13 Week  
 39.09  46.03 Formula 90            
 29.97  20.12 Unemotional Growth  
 21.92   0.68 Keystone 100  
 19.93  44.59 PEG13  
    -0.48     S&P500 Trust (Spider)    
 -3.57   1.07 Keystone  
 -3.69   3.31 Spark   
 -4.86   1.07 Keystone EPS  
 -5.10  51.43 Relative Strength - IBD  
    -5.57     Nasdaq 100 Index Trust   
 -9.80  -3.24 Plowback  
-24.52  23.89 Relative Strength - 26 Week    
    
Quarterly Reinvest/Rebalance
5 stock/10 stock   
 79.32  27.40 PEG26  
 43.99  27.10 PEG13  
 42.20  36.91 Relative Strength - 13 Week  
 35.31  49.95 Formula 90            
 28.10   9.55 Keystone 100  
 15.05  13.75 Unemotional Growth  
  9.01  22.06 Relative Strength - 26 Week  
  6.96   2.26 Keystone  
  2.75  43.17 Relative Strength - IBD  
  0.59   2.26 Keystone EPS  
    -0.48     S&P500 Trust (Spider)    
    -5.57     Nasdaq 100 Index Trust   
 -5.62   0.00 Spark   
-15.96  -6.76 Plowback  

Monthly Reinvest/Rebalance   
5 stock/10 stock     
 84.27  77.77 Formula 90            
 65.13  57.34 PEG26  
 46.95  59.71 Relative Strength - 26 Week  
 41.74  66.36 Relative Strength - IBD  
 26.67  18.65 PEG13  
 16.88  26.22 Unemotional Growth  
  0.53  22.07 Keystone 100  
    -0.48     S&P500 Trust (Spider)    
 -2.78  -2.23 Keystone EPS  
 -4.06  22.92 Relative Strength - 13 Week  
    -5.57     Nasdaq 100 Index Trust   
 -6.03  -7.34 Plowback  
 -8.41  -2.23 Keystone  
-21.66 -17.62 Spark