November 13, 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 13, 2000

Annual Reinvest/Rebalance     
5 stock/10 stock   
 20.75   6.01 Formula 90            
 20.75 -12.01 Keystone 100  
 15.41  14.52 Unemotional Growth  
    -6.94     S&P500 Trust (Spider)    
-11.38   3.75 Relative Strength - 13 Week  
-14.56 -13.80 PEG26  
-25.06  10.72 Relative Strength - IBD  
   -25.79     Nasdaq 100 Index Trust   
-26.36 -26.42 Plowback  
-26.94 -26.69 Spark   
-28.06 -21.42 Keystone EPS  
-33.01  12.99 Relative Strength - 26 Week  
-33.44 -21.42 Keystone  
-39.41  -9.72 PEG13  

Semi-Annual Reinvest/Rebalance    
5 stock/10 stock
 78.78  21.54 PEG26  
 24.33   2.63 Relative Strength - 13 Week  
  8.92  21.22 PEG13  
  1.98   3.35 Formula 90            
  1.07 -28.94 Keystone 100  
    -6.94     S&P500 Trust (Spider)    
-14.67 -19.41 Unemotional Growth  
-23.71 -14.09 Plowback  
   -25.79     Nasdaq 100 Index Trust   
-28.34 -25.63 Keystone  
-28.41  13.45 Relative Strength - IBD  
-32.28 -25.23 Spark   
-33.27 -25.63 Keystone EPS  
-41.11  -6.33 Relative Strength - 26 Week  
    
Quarterly Reinvest/Rebalance
5 stock/10 stock   
 46.31   2.99 PEG26  
 28.65  14.00 Relative Strength - 13 Week  
 27.05  12.68 PEG13  
 12.89 -12.88 Keystone 100  
 -4.54  -3.18 Relative Strength - 26 Week  
    -6.94     S&P500 Trust (Spider)    
 -8.04  12.78 Formula 90            
-11.17 -17.52 Keystone  
-11.39 -13.19 Plowback  
-18.75 -17.52 Keystone EPS  
-24.76  11.60 Relative Strength - IBD  
   -25.79     Nasdaq 100 Index Trust   
-26.66 -25.73 Unemotional Growth  
-35.21 -24.71 Spark    

Monthly Reinvest/Rebalance   
5 stock/10 stock     
 25.51  40.74 Formula 90            
 21.65  24.99 PEG26  
  5.37  15.09 Relative Strength - 26 Week  
 -0.96   6.82 PEG13  
 -1.66  31.20 Relative Strength - IBD  
 -2.73 -13.20 Plowback  
    -6.94     S&P500 Trust (Spider)    
-17.38   4.09 Relative Strength - 13 Week  
-20.19 -11.34 Keystone  
-20.34  -4.12 Keystone 100  
-23.21  -9.57 Unemotional Growth  
-24.43 -11.34 Keystone EPS  
   -25.79     Nasdaq 100 Index Trust   
-46.00 -39.75 Spark