December 26, 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 26, 2000

Annual Reinvest/Rebalance     
5 stock/10 stock   
  4.47 -29.38 Keystone 100  
  4.47 -10.97 Formula 90            
 -7.60  -4.07 Unemotional Growth  
    -9.25     S&P500 Trust (Spider)    
-21.33  -2.68 Relative Strength - 13 Week  
-30.06 -25.03 PEG26  
-31.25 -31.26 Plowback  
-31.84  10.82 Relative Strength - 26 Week  
-32.89 -34.97 Spark   
-35.20 -29.00 Keystone EPS  
   -36.23     Nasdaq 100 Index Trust   
-40.90  -0.91 Relative Strength - IBD  
-42.31 -29.00 Keystone  
-50.90 -22.93 PEG13 

Semi-Annual Reinvest/Rebalance    
5 stock/10 stock   
 89.14  21.55 PEG26  
 29.51   0.44 Relative Strength - 13 Week  
 19.14  17.95 PEG13  
    -9.25     S&P500 Trust (Spider)    
-18.01 -28.28 Formula 90            
-24.06 -13.36 Plowback  
-29.99 -45.30 Keystone 100  
-32.74 -29.29 Keystone  
-32.87 -34.51 Unemotional Growth  
   -36.23     Nasdaq 100 Index Trust   
-39.54 -34.03 Spark   
-40.78 -29.29 Keystone EPS  
-44.43 -11.81 Relative Strength - IBD  
-57.02 -22.35 Relative Strength - 26 Week 
    
Quarterly Reinvest/Rebalance
5 stock/10 stock   
 53.33  -5.35 PEG26  
 29.64  11.37 PEG13  
 19.97  12.79 Relative Strength - 13 Week  
 18.48 -13.24 Keystone 100  
  4.67   4.48 Relative Strength - 26 Week  
 -5.49 -11.59 Plowback  
    -9.25     S&P500 Trust (Spider)    
-11.24 -24.72 Keystone  
-21.52 -24.72 Keystone EPS  
-31.70 -35.35 Unemotional Growth  
-32.46  -6.13 Formula 90            
   -36.23     Nasdaq 100 Index Trust   
-39.29  -1.94 Relative Strength - IBD  
-50.68 -30.15 Spark

Monthly Reinvest/Rebalance   
5 stock/10 stock   
  2.49  -9.97 Plowback  
  0.83  37.42 Formula 90            
    -9.25     S&P500 Trust (Spider)    
-16.17  -3.56 PEG13  
-16.57  29.81 Relative Strength - IBD  
-20.38  -2.30 PEG26  
-25.93   2.49 Relative Strength - 13 Week  
-28.65   1.58 Relative Strength - 26 Week  
-31.16 -15.89 Keystone 100  
-35.24 -16.90 Keystone  
   -36.23     Nasdaq 100 Index Trust   
-40.32 -16.90 Keystone EPS  
-46.34 -33.23 Unemotional Growth  
-48.66 -42.28 Spark