October 30, 2000

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 30, 2000

Annual Reinvest/Rebalance     
5 stock/10 stock 
 39.98  23.36 Formula 90            
 39.98   1.99 Keystone 100  
 29.59  21.48 Unemotional Growth  
    -3.37     S&P500 Trust (Spider)    
 -4.14  15.28 Relative Strength - 13 Week  
-10.30  -7.24 PEG26  
-16.80 -18.50 Plowback  
   -18.98     Nasdaq 100 Index Trust   
-21.75 -15.59 Keystone EPS  
-23.39  30.81 Relative Strength - IBD  
-24.19 -15.59 Keystone  
-24.36 -22.48 Spark   
-31.83  30.26 Relative Strength - 26 Week  
-35.62  -6.06 PEG13  
      
Semi-Annual Reinvest/Rebalance    
5 stock/10 stock
 99.37  33.41 PEG26  
 24.67  11.85 Relative Strength - 13 Week  
 20.92  27.17 PEG13  
  7.89  17.56 Formula 90            
 -0.02 -24.50 Keystone 100  
 -3.35 -15.21 Unemotional Growth  
    -3.37     S&P500 Trust (Spider)    
-14.01  -4.73 Plowback  
   -18.98     Nasdaq 100 Index Trust   
-23.75  24.68 Relative Strength - IBD  
-24.74 -18.50 Keystone  
-25.48 -18.54 Spark   
-26.06 -18.50 Keystone EPS  
-38.93  -0.86 Relative Strength - 26 Week  
    
Quarterly Reinvest/Rebalance
5 stock/10 stock   
 52.51  24.03 Relative Strength - 13 Week  
 47.67  14.55 PEG26  
 32.20  28.04 PEG13  
 18.33  -9.74 Keystone 100  
  4.44  24.16 Formula 90            
  2.31   0.56 Relative Strength - 26 Week  
    -3.37     S&P500 Trust (Spider)    
 -4.04  -8.73 Keystone  
-11.33  -8.73 Keystone EPS  
-11.59 -11.90 Plowback  
   -18.98     Nasdaq 100 Index Trust   
-19.01  23.54 Relative Strength - IBD  
-23.14 -16.43 Spark   
-27.06 -18.95 Unemotional Growth      

Monthly Reinvest/Rebalance   
5 stock/10 stock     
 43.53  51.73 Formula 90            
 24.33  26.49 Relative Strength - 26 Week  
 21.05  34.56 PEG26  
 12.46  41.54 Relative Strength - IBD  
  5.56  16.64 PEG13  
 -2.84 -14.63 Plowback  
    -3.37     S&P500 Trust (Spider)    
 -7.65  11.94 Relative Strength - 13 Week  
-12.75   3.35 Keystone 100  
-13.19  -4.05 Keystone  
-13.66  -4.05 Keystone EPS  
   -18.98     Nasdaq 100 Index Trust   
-19.45  -2.55 Unemotional Growth  
-36.98 -31.21 Spark