December 11, 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 December 11, 2000

Annual Reinvest/Rebalance     
5 stock/10 stock   
 35.46  16.58 Formula 90            
 35.46 -10.20 Keystone 100  
 25.14  18.50 Unemotional Growth  
  3.28  19.31 Relative Strength - 13 Week  
    -4.68     S&P500 Trust (Spider)    
-12.18  -8.06 PEG26  
-15.90  27.48 Relative Strength - IBD  
-17.57 -13.68 Keystone EPS  
   -21.50     Nasdaq 100 Index Trust   
-21.59 -21.03 Spark   
-22.46 -23.81 Plowback  
-25.68  30.03 Relative Strength - 26 Week  
-31.38 -13.68 Keystone  
-35.29  -2.24 PEG13  

Semi-Annual Reinvest/Rebalance    
5 stock/10 stock   
 89.20  27.32 PEG26  
 37.46   8.87 Relative Strength - 13 Week  
 22.72   8.55 Formula 90            
 11.77  19.84 PEG13  
  8.54 -20.06 Keystone 100  
    -4.68     S&P500 Trust (Spider)    
-13.96 -14.64 Unemotional Growth  
-15.74  -5.12 Plowback  
-16.58  21.11 Relative Strength - IBD  
-18.26 -14.98 Keystone  
-18.96 -14.98 Keystone EPS  
-19.43 -13.83 Spark   
   -21.50     Nasdaq 100 Index Trust   
-38.45   2.85 Relative Strength - 26 Week  
    
Quarterly Reinvest/Rebalance
5 stock/10 stock   
 54.10   1.09 PEG26  
 31.13  17.20 PEG13  
 18.65  -5.76 Keystone 100  
 17.56  16.13 Relative Strength - 13 Week  
  8.27  12.18 Relative Strength - 26 Week  
  4.92 -12.77 Keystone  
 -2.71 -12.77 Keystone EPS  
    -4.68     S&P500 Trust (Spider)    
 -8.20  -8.80 Plowback  
 -9.79  16.63 Formula 90            
   -21.50     Nasdaq 100 Index Trust   
-22.32  18.20 Relative Strength - IBD  
-26.73 -25.25 Unemotional Growth  
-32.39 -16.56 Spark   

Monthly Reinvest/Rebalance   
5 stock/10 stock   
 33.92  51.25 Formula 90            
  2.78  -9.39 Plowback  
  0.32  41.86 Relative Strength - IBD  
    -4.68     S&P500 Trust (Spider)    
 -5.92   2.71 PEG13  
 -7.27  14.05 Relative Strength - 26 Week  
-10.85   9.98 PEG26  
-18.49  -9.21 Keystone  
-20.28   6.82 Relative Strength - 13 Week  
   -21.50     Nasdaq 100 Index Trust   
-21.60   0.35 Keystone 100  
-24.88  -9.21 Keystone EPS  
-28.32 -14.72 Unemotional Growth  
-37.91 -34.71 Spark