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 9, 2000

Annual Reinvest/Rebalance     
5 stock/10 stock   
 54.98  37.52 Formula 90            
 54.98  15.85 Keystone 100  
 44.97  26.25 Unemotional Growth  
  4.28  25.99 Relative Strength - 13 Week  
 -3.28   0.03 PEG26  
    -3.52     S&P500 Trust (Spider)    
 -9.97  -4.34 Keystone EPS  
-12.64 -21.69 Plowback  
   -12.86     Nasdaq 100 Index Trust   
-13.49  -4.34 Keystone  
-15.67  51.21 Relative Strength - IBD  
-19.30 -13.95 Spark   
-32.87   4.55 PEG13  
-35.24  41.06 Relative Strength - 26 Week  
       
Semi-Annual Reinvest/Rebalance    
5 stock/10 stock
103.08  42.83 PEG26  
 40.22  24.79 Relative Strength - 13 Week  
 37.09  41.41 Formula 90            
 30.86  39.49 PEG13  
 17.31  -8.33 Keystone 100  
 10.79   0.87 Unemotional Growth  
    -3.52     S&P500 Trust (Spider)    
 -4.40  52.66 Relative Strength - IBD  
-12.00  -3.13 Plowback  
-12.07 -11.57 Keystone EPS  
   -12.86     Nasdaq 100 Index Trust   
-13.24 -11.57 Keystone  
-13.79  -5.75 Spark   
-27.95  15.01 Relative Strength - 26 Week 
    
Quarterly Reinvest/Rebalance
5 stock/10 stock   
 85.98  25.86 PEG26  
 56.13  27.37 PEG13  
 52.92  30.69 Relative Strength - 13 Week  
 35.05  47.86 Formula 90            
 27.41   1.23 Keystone 100  
 17.13  15.58 Relative Strength - 26 Week  
  6.93  46.35 Relative Strength - IBD  
 -0.76  -6.08 Unemotional Growth  
 -2.43  -7.39 Keystone  
    -3.52     S&P500 Trust (Spider)    
 -6.99  -7.39 Keystone EPS  
-12.21  -6.72 Plowback  
   -12.86     Nasdaq 100 Index Trust   
-14.01  -6.96 Spark   

Monthly Reinvest/Rebalance   
5 stock/10 stock     
 85.60  80.70 Formula 90            
 52.46  47.86 PEG26  
 48.49  67.66 Relative Strength - IBD  
 42.33  45.39 Relative Strength - 26 Week  
 24.66  16.03 PEG13  
  9.59  12.92 Unemotional Growth  
 -3.51  -9.61 Plowback  
    -3.52     S&P500 Trust (Spider)    
 -6.06  15.92 Keystone 100  
 -7.40  17.95 Relative Strength - 13 Week  
 -9.44  -2.63 Keystone EPS  
-11.73  -2.63 Keystone  
   -12.86     Nasdaq 100 Index Trust   
-29.49 -23.41 Spark