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Workshop Returns -- Summary

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 August 21, 2000

Annual Reinvest/Rebalance     
5 stock/10 stock     
 47.46  22.45 Keystone 100  
 47.46  42.76 Formula 90            
 42.12  32.03 PEG26  
 33.04  21.00 Unemotional Growth  
 12.13  26.94 Relative Strength - 13 Week  
  4.83  11.82 Keystone EPS  
  4.11  11.82 Keystone  
     3.42     S&P500 Trust (Spider)    
  1.08   9.11 Spark   
     1.04     Nasdaq 100 Index Trust   
 -4.80  -4.81 Plowback  
 -9.31  48.66 Relative Strength - IBD  
 -9.87  21.94 PEG13  
-15.65  37.84 Relative Strength - 26 Week  
     
Semi-Annual Reinvest/Rebalance    
5 stock/10 stock    
 80.15  46.68 PEG26  
 46.78  46.61 Formula 90            
 42.07  19.15 Keystone 100  
 34.65  33.80 Relative Strength - 13 Week  
 26.02  16.50 Unemotional Growth  
 16.17  41.37 PEG13  
  4.46  11.50 Spark   
  3.73  13.11 Keystone  
     3.42     S&P500 Trust (Spider)    
  2.35  13.11 Keystone EPS  
     1.04     Nasdaq 100 Index Trust   
 -1.96  48.09 Relative Strength - IBD  
 -3.96  -0.16 Plowback  
-17.21  35.93 Relative Strength - 26 Week  
    
Quarterly Reinvest/Rebalance
5 stock/10 stock    
 67.23  30.89 PEG26  
 49.28  29.64 Keystone 100  
 42.79  50.55 Formula 90            
 39.48  24.27 PEG13  
 35.51  34.88 Relative Strength - 13 Week  
 19.56  33.93 Relative Strength - 26 Week  
 15.05  14.44 Keystone  
 11.56  10.32 Unemotional Growth  
  8.21  14.44 Keystone EPS  
  6.16  40.01 Relative Strength - IBD  
     3.42     S&P500 Trust (Spider)    
  2.37   7.93 Spark   
     1.04     Nasdaq 100 Index Trust   
-10.51  -3.79 Plowback  

Monthly Reinvest/Rebalance   
5 stock/10 stock   
 75.01  75.69 Formula 90            
 51.24  62.97 Relative Strength - 26 Week  
 47.89  47.29 PEG26  
 29.67  62.62 Relative Strength - IBD  
 26.13  29.72 Unemotional Growth  
 20.73  21.13 PEG13  
  9.68   7.27 Keystone EPS  
  6.05  23.32 Keystone 100  
  4.37  27.05 Relative Strength - 13 Week  
     3.42     S&P500 Trust (Spider)    
  1.35   7.27 Keystone  
     1.04     Nasdaq 100 Index Trust   
 -0.48  -2.77 Plowback  
-15.59 -12.51 Spark

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