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 October 2, 2000

Annual Reinvest/Rebalance     
5 stock/10 stock   
 59.49  43.79 Formula 90            
 59.49  19.03 Keystone 100  
 46.14  28.33 Unemotional Growth  
  8.64  27.94 Relative Strength - 13 Week  
  2.70   6.19 PEG26  
    -1.16     S&P500 Trust (Spider)    
 -4.22   0.57 Keystone EPS  
 -5.59 -16.68 Plowback  
    -8.71     Nasdaq 100 Index Trust   
 -9.31   0.57 Keystone  
-13.07  60.68 Relative Strength - IBD  
-17.89 -10.22 Spark   
-31.41   8.93 PEG13  
-34.69  47.18 Relative Strength - 26 Week  
       
Semi-Annual Reinvest/Rebalance    
5 stock/10 stock
 99.90  45.23 PEG26  
 51.60  31.23 Relative Strength - 13 Week  
 42.09  47.46 Formula 90            
 29.86  41.50 PEG13  
 26.62  -0.95 Keystone 100  
 18.38   8.48 Unemotional Growth  
  1.04  56.53 Relative Strength - IBD  
    -1.16     S&P500 Trust (Spider)    
 -5.40   1.29 Plowback  
 -7.88  -6.47 Keystone EPS  
    -8.71     Nasdaq 100 Index Trust   
 -9.14  -0.15 Spark   
-10.02  -6.47 Keystone  
-19.36  20.83 Relative Strength - 26 Week  
    
Quarterly Reinvest/Rebalance
5 stock/10 stock   
 85.57  29.60 PEG26  
 55.91  24.39 PEG13  
 52.56  32.29 Relative Strength - 13 Week  
 38.23  51.42 Formula 90            
 33.04   7.77 Keystone 100  
 16.46  19.05 Relative Strength - 26 Week  
  9.40  47.99 Relative Strength - IBD  
  4.79   2.72 Unemotional Growth  
 -0.20  -5.36 Keystone  
    -1.16     S&P500 Trust (Spider)    
 -2.61  -5.36 Keystone EPS  
    -8.71     Nasdaq 100 Index Trust   
-10.96  -3.35 Spark   
-11.86  -2.39 Plowback    

Monthly Reinvest/Rebalance   
5 stock/10 stock     
 89.97  85.05 Formula 90            
 52.12  52.25 PEG26  
 51.92  69.55 Relative Strength - IBD  
 41.52  49.76 Relative Strength - 26 Week  
 24.49  13.32 PEG13  
 15.72  23.50 Unemotional Growth  
    -1.16     S&P500 Trust (Spider)    
 -1.91  23.41 Keystone 100  
 -3.13  -5.42 Plowback  
 -5.17  -0.51 Keystone EPS  
 -7.62  19.40 Relative Strength - 13 Week  
    -8.71     Nasdaq 100 Index Trust   
 -9.71  -0.51 Keystone  
-26.99 -20.45 Spark