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 25, 2000

Annual Reinvest/Rebalance     
5 stock/10 stock
 69.29  51.10 Formula 90            
 69.29  27.92 Keystone 100  
 56.62  35.77 Unemotional Growth  
 15.14  37.94 Relative Strength - 13 Week  
 13.96  15.49 PEG26  
  1.57   6.98 Keystone EPS  
    -0.74     S&P500 Trust (Spider)    
 -2.01 -12.49 Plowback  
 -3.07   6.98 Keystone  
    -4.55     Nasdaq 100 Index Trust   
 -6.23  70.19 Relative Strength - IBD  
-13.02  -4.33 Spark   
-24.43  16.54 PEG13  
-31.71  55.27 Relative Strength - 26 Week  
        
Semi-Annual Reinvest/Rebalance    
5 stock/10 stock
109.06  49.81 PEG26  
 55.05  60.67 Formula 90            
 49.98  35.48 Relative Strength - 13 Week  
 35.12   5.67 Keystone 100  
 30.19  17.76 Unemotional Growth  
 25.28  44.40 PEG13  
  7.79  67.41 Relative Strength - IBD  
 -0.04  -0.36 Keystone EPS  
    -0.74     S&P500 Trust (Spider)    
 -2.16   4.87 Spark   
 -4.47  -0.36 Keystone  
    -4.55     Nasdaq 100 Index Trust   
 -5.45   1.91 Plowback  
-16.44  29.74 Relative Strength - 26 Week   
    
Quarterly Reinvest/Rebalance
5 stock/10 stock   
 94.07  33.68 PEG26  
 50.93  36.57 Relative Strength - 13 Week  
 50.84  64.99 Formula 90            
 50.42  26.93 PEG13  
 41.98  14.98 Keystone 100  
 20.67  27.82 Relative Strength - 26 Week  
 16.71  58.28 Relative Strength - IBD  
 15.25  11.51 Unemotional Growth  
  5.96   0.82 Keystone  
  5.69   0.82 Keystone EPS  
    -0.74     S&P500 Trust (Spider)    
 -4.12   1.51 Spark   
    -4.55     Nasdaq 100 Index Trust   
-11.90  -1.80 Plowback   

Monthly Reinvest/Rebalance   
5 stock/10 stock     
103.55  93.62 Formula 90            
 58.21  78.81 Relative Strength - IBD  
 55.65  59.38 PEG26  
 45.66  61.20 Relative Strength - 26 Week  
 26.85  19.90 PEG13  
 23.23  30.76 Unemotional Growth  
  0.80  28.21 Relative Strength - 13 Week  
    -0.74     S&P500 Trust (Spider)    
 -1.95   0.68 Keystone EPS  
 -1.97  -5.22 Plowback  
    -4.55     Nasdaq 100 Index Trust   
 -5.86  21.49 Keystone 100  
 -7.01   0.68 Keystone  
-25.46 -18.80 Spark