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 23, 2000

Annual Reinvest/Rebalance     
5 stock/10 stock 
 70.55  47.38 Formula 90            
 70.55  25.45 Keystone 100  
 57.59  34.85 Unemotional Growth  
 10.36  37.88 Relative Strength - 13 Week  
  1.51   8.60 PEG26  
 -3.18 -14.61 Plowback  
    -3.37     S&P500 Trust (Spider)    
 -7.10  -1.65 Keystone EPS  
    -9.04     Nasdaq 100 Index Trust   
-10.33  65.88 Relative Strength - IBD  
-11.12  -1.65 Keystone  
-21.24 -12.41 Spark   
-28.73   9.19 PEG13  
-30.76  54.98 Relative Strength - 26 Week  
  
Semi-Annual Reinvest/Rebalance    
5 stock/10 stock
100.13  36.97 PEG26  
 46.19  55.06 Formula 90            
 40.22  21.73 Relative Strength - 13 Week  
 32.70  -1.67 Keystone 100  
 21.84  29.13 PEG13  
 17.77  -0.37 Unemotional Growth  
  2.64  63.64 Relative Strength - IBD  
    -3.37     S&P500 Trust (Spider)    
 -7.10   2.42 Plowback  
 -8.48  -9.00 Keystone EPS  
    -9.04     Nasdaq 100 Index Trust   
 -9.97  -3.70 Spark   
-12.24  -9.00 Keystone  
-21.59  22.43 Relative Strength - 26 Week  
    
Quarterly Reinvest/Rebalance
5 stock/10 stock   
 78.38  32.46 PEG26  
 62.36  35.34 Relative Strength - 13 Week  
 45.58  33.79 PEG13  
 38.99  51.81 Formula 90            
 34.43   4.54 Keystone 100  
 16.45  17.23 Relative Strength - 26 Week  
  9.70   1.63 Keystone  
  8.93  53.26 Relative Strength - IBD  
  6.28   1.63 Keystone EPS  
    -3.37     S&P500 Trust (Spider)    
 -5.53  -3.91 Spark   
    -9.04     Nasdaq 100 Index Trust   
 -9.70  -7.67 Unemotional Growth  
-11.58  -6.89 Plowback     

Monthly Reinvest/Rebalance   
5 stock/10 stock     
 91.01  85.52 Formula 90            
 51.26  75.58 Relative Strength - IBD  
 46.23  55.62 PEG26  
 41.50  47.47 Relative Strength - 26 Week  
 16.24  21.89 PEG13  
  3.48   6.84 Keystone EPS  
 -0.29  11.01 Unemotional Growth  
 -0.75   6.84 Keystone  
 -0.88  19.71 Keystone 100  
 -1.69  22.15 Relative Strength - 13 Week  
 -2.82  -9.78 Plowback  
    -3.37     S&P500 Trust (Spider)    
    -9.04     Nasdaq 100 Index Trust   
-22.54 -20.91 Spark