December 18, 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 18, 2000

Annual Reinvest/Rebalance     
5 stock/10 stock   
 11.59  -3.98 Formula 90            
 11.59 -25.23 Keystone 100  
 -0.87  -0.17 Unemotional Growth  
    -8.75     S&P500 Trust (Spider)    
-12.36   5.58 Relative Strength - 13 Week  
-24.92 -21.51 PEG26  
-26.58  17.04 Relative Strength - 26 Week  
-29.97 -31.78 Spark   
-30.42 -26.51 Keystone EPS  
-31.93   8.07 Relative Strength - IBD  
-32.10 -31.23 Plowback  
   -32.45     Nasdaq 100 Index Trust   
-38.58 -26.51 Keystone  
-45.07 -18.22 PEG13  

Semi-Annual Reinvest/Rebalance    
 80.21  17.97 PEG26  
 31.21   1.41 Relative Strength - 13 Week  
 11.98  14.59 PEG13  
 -3.69 -17.31 Formula 90            
    -8.75     S&P500 Trust (Spider)    
-12.68 -35.49 Keystone 100  
-20.05 -12.20 Plowback  
-27.83 -29.56 Unemotional Growth  
-29.50 -25.78 Keystone  
   -32.45     Nasdaq 100 Index Trust   
-33.08 -25.78 Keystone EPS  
-34.10  -1.54 Relative Strength - IBD  
-34.15 -29.73 Spark   
-51.56 -12.73 Relative Strength - 26 Week  
    
Quarterly Reinvest/Rebalance
5 stock/10 stock   
 52.49  -7.48 PEG26  
 29.83  11.39 PEG13  
 13.77  12.67 Relative Strength - 13 Week  
 11.77 -13.55 Keystone 100  
  3.09   3.88 Relative Strength - 26 Week  
 -4.55 -21.91 Keystone  
 -5.74 -11.62 Plowback  
    -8.75     S&P500 Trust (Spider)    
-16.75 -21.91 Keystone EPS  
-27.23  -3.27 Formula 90            
   -32.45     Nasdaq 100 Index Trust   
-33.70   0.52 Relative Strength - IBD  
-34.43 -34.59 Unemotional Growth  
-48.09 -28.98 Spark 

Monthly Reinvest/Rebalance   
5 stock/10 stock   
 12.43  37.96 Formula 90            
  1.58 -13.01 Plowback  
    -8.75     S&P500 Trust (Spider)    
-10.52  29.45 Relative Strength - IBD  
-12.80  -1.49 PEG13  
-17.36  -0.41 PEG26  
-18.23   6.11 Relative Strength - 26 Week  
-22.50   3.38 Relative Strength - 13 Week  
-27.80 -10.12 Keystone 100  
-30.13 -14.99 Keystone  
   -32.45     Nasdaq 100 Index Trust   
-35.62 -14.99 Keystone EPS  
-43.06 -30.16 Unemotional Growth  
-46.55 -41.57 Spark