November 27, 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 27, 2000

Annual Reinvest/Rebalance     
5 stock/10 stock  
  4.19  -2.03 Formula 90            
  4.19 -21.57 Keystone 100  
 -0.16  10.01 Unemotional Growth  
    -6.60     S&P500 Trust (Spider)    
-13.42  -1.93 Relative Strength - 13 Week  
-16.45 -12.24 PEG26  
-23.58 -24.14 Spark   
   -26.55     Nasdaq 100 Index Trust   
-26.94   5.71 Relative Strength - IBD  
-27.49  12.37 Relative Strength - 26 Week  
-28.22 -19.41 Keystone EPS  
-29.74 -25.41 Plowback  
-34.72 -19.41 Keystone  
-40.36  -9.50 PEG13  

Semi-Annual Reinvest/Rebalance    
5 stock/10 stock
 64.66  11.35 PEG26  
 24.07   0.47 Relative Strength - 13 Week  
 10.91  20.78 PEG13  
 -3.73  -5.62 Formula 90            
 -5.58 -32.01 Keystone 100  
    -6.60     S&P500 Trust (Spider)    
-25.71 -14.63 Plowback  
   -26.55     Nasdaq 100 Index Trust   
-27.38 -26.02 Unemotional Growth  
-28.34 -25.47 Keystone  
-30.44 -26.23 Spark   
-32.44   2.64 Relative Strength - IBD  
-35.86 -25.47 Keystone EPS  
-49.44 -12.86 Relative Strength - 26 Week  
    
Quarterly Reinvest/Rebalance
5 stock/10 stock   
 43.90   1.39 PEG26  
 28.56  11.55 PEG13  
 21.83   8.58 Relative Strength - 13 Week  
 14.80 -12.78 Keystone 100  
    -6.60     S&P500 Trust (Spider)    
 -6.86 -17.58 Keystone  
 -8.73 -12.13 Plowback  
-13.60  -4.45 Relative Strength - 26 Week  
-15.01 -17.58 Keystone EPS  
   -26.55     Nasdaq 100 Index Trust   
-27.42  -1.53 Formula 90            
-35.53  -1.71 Relative Strength - IBD  
-38.74 -27.14 Spark   
-39.73 -30.90 Unemotional Growth

Monthly Reinvest/Rebalance   
5 stock/10 stock     
 16.65  22.26 PEG26  
  3.03  27.96 Formula 90            
  1.03 -11.33 Plowback  
 -0.04  12.84 Relative Strength - 26 Week  
 -2.51   6.59 PEG13  
    -6.60     S&P500 Trust (Spider)    
-19.27  20.43 Relative Strength - IBD  
-23.27   5.39 Relative Strength - 13 Week  
-24.47 -13.87 Keystone  
-24.56  -7.52 Keystone 100  
   -26.55     Nasdaq 100 Index Trust   
-30.39 -13.87 Keystone EPS  
-31.74 -16.99 Unemotional Growth  
-47.93 -43.53 Spark