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 16, 2000

Annual Reinvest/Rebalance     
5 stock/10 stock     
 63.71  40.31 Formula 90            
 63.71  20.88 Keystone 100  
 50.73  29.99 Unemotional Growth  
  6.39  30.86 Relative Strength - 13 Week  
    -4.98     S&P500 Trust (Spider)    
 -7.66 -20.98 Plowback  
 -9.33  -5.89 Keystone EPS  
 -9.78  -0.46 PEG26  
-13.31  -5.89 Keystone  
   -13.85     Nasdaq 100 Index Trust   
-14.53  58.49 Relative Strength - IBD  
-25.02 -16.40 Spark   
-32.82  50.08 Relative Strength - 26 Week  
-36.20   1.81 PEG13  
     
Semi-Annual Reinvest/Rebalance    
5 stock/10 stock
104.40  37.79 PEG26  
 48.02  27.18 Relative Strength - 13 Week  
 38.66  46.91 Formula 90            
 30.10  35.70 PEG13  
 22.23  -8.49 Keystone 100  
 16.00   0.80 Unemotional Growth  
 -4.40  57.63 Relative Strength - IBD  
    -4.98     S&P500 Trust (Spider)    
 -9.55 -12.90 Keystone EPS  
-10.52  -0.91 Plowback  
-11.21  -6.64 Spark   
-13.63 -12.90 Keystone  
   -13.85     Nasdaq 100 Index Trust   
-29.24  12.27 Relative Strength - 26 Week  
    
Quarterly Reinvest/Rebalance
5 stock/10 stock   
 92.70  31.83 PEG26  
 58.37  32.60 PEG13  
 56.80  35.11 Relative Strength - 13 Week  
 41.04  52.88 Formula 90            
 30.31   3.66 Keystone 100  
 22.02  18.56 Relative Strength - 26 Week  
 10.47  53.36 Relative Strength - IBD  
  3.66  -2.51 Keystone  
  0.10  -2.51 Keystone EPS  
    -4.98     S&P500 Trust (Spider)    
 -5.50  -7.57 Unemotional Growth  
 -8.04  -5.34 Spark   
-10.03  -7.13 Plowback  
   -13.85     Nasdaq 100 Index Trust    

Monthly Reinvest/Rebalance   
5 stock/10 stock     
 93.83  86.82 Formula 90            
 57.97  54.87 PEG26  
 53.40  75.69 Relative Strength - IBD  
 48.28  49.14 Relative Strength - 26 Week  
 26.45  20.80 PEG13  
  4.36  11.13 Unemotional Growth  
 -1.11 -10.01 Plowback  
 -2.54   2.50 Keystone EPS  
 -3.92  18.70 Keystone 100  
    -4.98     S&P500 Trust (Spider)    
 -5.05  21.94 Relative Strength - 13 Week  
 -6.22   2.50 Keystone  
   -13.85     Nasdaq 100 Index Trust   
-24.60 -22.08 Spark