November 6, 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 November 6, 2000

Annual Reinvest/Rebalance     
5 stock/10 stock   
 49.59  30.03 Formula 90            
 49.59   8.87 Keystone 100  
 42.43  31.86 Unemotional Growth  
  5.19  24.99 Relative Strength - 13 Week  
    -1.20     S&P500 Trust (Spider)    
 -5.47  -2.07 PEG26  
-10.07  40.89 Relative Strength - IBD  
-12.90 -15.28 Plowback  
   -13.13     Nasdaq 100 Index Trust   
-17.38 -15.42 Spark   
-17.94 -10.57 Keystone EPS  
-22.27 -10.57 Keystone  
-23.99  41.68 Relative Strength - 26 Week  
-35.14   2.98 PEG13
    
Semi-Annual Reinvest/Rebalance    
5 stock/10 stock
109.96  38.28 PEG26  
 31.71  11.64 Relative Strength - 13 Week  
 25.69  30.79 Formula 90            
 16.56 -16.64 Keystone 100  
 11.35  26.95 PEG13  
  1.15  -5.68 Unemotional Growth  
    -1.20     S&P500 Trust (Spider)    
-11.57  43.66 Relative Strength - IBD  
   -13.13     Nasdaq 100 Index Trust   
-14.87  -3.43 Plowback  
-17.13 -14.06 Keystone  
-19.63 -14.06 Keystone EPS  
-22.08 -11.18 Spark   
-29.80   8.44 Relative Strength - 26 Week  
    
Quarterly Reinvest/Rebalance
5 stock/10 stock   
 62.36  19.49 PEG26  
 57.40  30.17 Relative Strength - 13 Week  
 35.07  28.57 PEG13  
 23.25  -1.09 Keystone 100  
 18.82  40.70 Formula 90            
 10.96   7.39 Relative Strength - 26 Week  
 -0.06  -4.69 Keystone  
    -1.20     S&P500 Trust (Spider)    
 -4.23  39.71 Relative Strength - IBD  
 -5.86  -4.69 Keystone EPS  
 -9.71  -9.03 Plowback  
   -13.13     Nasdaq 100 Index Trust   
-15.71  -8.10 Spark   
-16.54 -13.86 Unemotional Growth      

Monthly Reinvest/Rebalance   
5 stock/10 stock     
  62.65  73.84 Formula 90          
 33.17  33.70 Relative Strength - 26 Week
 29.36  37.18 PEG26
 27.45  57.45 Relative Strength - IBD
  3.12  15.45 PEG13
  1.77  -9.75 Plowback
 -0.75  12.21 Keystone 100
    -1.20     S&P500 Trust (Spider)  
 -1.38  19.01 Relative Strength - 13 Week
 -4.99   2.35 Keystone EPS
 -6.10   2.35 Keystone
 -7.50   7.85 Unemotional Growth
   -13.13     Nasdaq 100 Index Trust 
-31.86 -25.24 Spark