Workshop Portfolio Foolish Workshop
1999 Report Archives

2001, 2000, 1998, 1997

January, February, March, April, May, June, July, August, September, October, November, December

December

  • 12/30/99 -- Workshop Contributors
  • 12/28/99 -- The Small Money Port
  • 12/23/99 -- Many Happy Returns
  • 12/21/99 -- Y2K Port: Picking Your Screens for a New Millennium
  • 12/16/99 -- The Plowback Strategy: Does It Work?
  • 12/14/99 -- The Sum of the Parts
  • 12/09/99 -- A Roadmap to the Workshop
  • 12/07/99 -- Key100: A Keystone Variation
  • 12/02/99 -- Lessons Learned From a Real-Money Port
November October September
  • 09/30/99 -- Ask Not for Whom the Bell Curve Tolls
  • 09/28/99 -- Characteristics of a Good Screen
  • 09/23/99 -- Statistical Significance and You
  • 09/21/99 -- Rebalancing Screens -- Should I or Shouldn't I?
  • 09/16/99 -- Workshop Returns
  • 09/14/99 -- Screen Meltdowns
  • 09/09/99 -- Relative Strength IBD
  • 09/07/99 -- Unemotional Growth -- Volatility Anyone?
  • 09/02/99 -- PEG vs. Formula 90
August
  • 08/30/99 -- Formula 90
  • 08/26/99 -- Big Cap Growth: Going and Going
  • 08/24/99 -- Relative Strength: Simply Awesome
  • 08/19/99 -- The Power of Relative Strength
  • 08/17/99 -- Which Strategies to Use? Part 3: Limited Funds
  • 08/12/99 -- The Golden Rules?
  • 08/10/99 -- Which Screens to Use, Part 2
  • 08/05/99 -- Plowback Screen Plowing Along
  • 08/03/99 -- PEG5: How long to hold
July

June

  • 06/29/99 -- A Better Keystone: Keystone EPS
  • 06/24/99 -- Fixing Most Appearances
  • 06/22/99 -- Keystone 2: Does it Really Work?
  • 06/17/99 -- Buying Stocks on Credit
  • 06/15/99 -- Most Appearances Cruising
  • 06/10/99 -- Keystone, the Big Stock Growth Screen
  • 06/08/99 -- Don't Dis Simplicity
  • 06/03/99 -- Before Investing in Unemotional Growth
  • 06/01/99 -- How to Lose Money with Winning Strategies

May

April

March

February

January

Workshop Portfolio


9/28/01 as of ~5:30:00 PM EDT

Ticker Company Price
Change		 Daily Price
% Change		 Price
AETAETNA INC NEW0.943.36%28.94
BABOEING CO(1.04)(3.02%)33.36
CATCATERPILLAR INC1.112.53%44.91
COGCABOT OIL & GAS 'A'0.693.59%19.90
DDDU PONT (EI) DE NEMOURS0.992.74%37.14
DGXQUEST DIAGNOSTICS(0.45)(0.73%)61.42
EKEASTMAN KODAK0.421.31%32.49
GMGENERAL MOTORS1.393.38%42.55
LHLABORATORY CORP AMER HLDG(NEW)1.141.42%81.21
MOPHILIP MORRIS COS(0.76)(1.55%)48.24
NEWPNEWPORT CORP0.261.90%13.97
NVRNVR INC(0.54)(0.38%)140.41
PKXPOHANG IRON & STEEL ADS1.097.51%15.61
PVNPROVIDIAN FINANCIAL1.075.64%20.04
QCOMQUALCOMM INC(0.40)(0.84%)47.16
RJRRJ REYNOLDS TOBACCO HLDGS(0.69)(1.19%)57.31
SLESARA LEE CORPUnchg.Unchg.21.09
UNFIUNITED NATURAL FOODS0.563.18%18.15
WMIWASTE MANAGEMENT(0.01)(0.04%)26.74

Overall Return -- total % Gained (Lost)
  Day Week Month Year
To Date		 Since
Inception
(12/24/1998)
Workshop1.30%7.32%(12.02%)(20.66%)(18.91%)
Comparable S&P 500n/an/an/an/a(19.07%)
S&P 500 (DA)1.95%7.48%(8.33%)(21.22%)(14.88%)
NASDAQ2.02%4.71%(17.46%)(39.68%)(31.41%)
DJIA (DA)1.68%7.07%(11.07%)(17.86%)(2.22%)

Internal Rate of Return -- Annualized Rate of % Gained (Lost)
  Since Inception (12/24/1998)
Workshop(17.62%)
vs. S&P 500(17.63%)

Trade Date # Shares Ticker Cost/Share Price Total % Ret
1/8/0126MO40.9448.2417.82%
1/8/0122RJR50.1057.3114.39%
1/8/0167UNFI16.4518.1510.34%
12/24/9824CAT43.0844.914.24%
1/8/018NVR136.63140.412.77%
1/8/0140WMI27.4426.74(2.54%)
1/8/0150SLE22.5421.09(6.42%)
1/8/0161PKX17.8315.61(12.46%)
1/8/0115DD48.8337.14(23.95%)
1/8/0129AET38.1728.94(24.19%)
1/8/0139COG28.7519.90(30.79%)
1/8/0114QCOM75.5447.16(37.57%)
1/8/018LH134.6981.21(39.70%)
12/27/9918GM73.2642.55(41.92%)
1/8/0118BA59.5333.36(43.96%)
1/8/019DGX114.4961.42(46.35%)
12/27/9920EK65.0932.49(50.08%)
1/8/0120PVN55.5020.04(63.89%)
1/8/0115NEWP74.9613.97(81.36%)

Trade Date # Shares Ticker Total Cost Current Value Total Gain
1/8/0126MO$1,064.50$1,254.24$189.74
1/8/0122RJR$1,102.25$1,260.82$158.57
1/8/0167UNFI$1,102.12$1,216.05$113.93
12/24/9824CAT$1,034.00$1,077.84$43.84
1/8/018NVR$1,093.00$1,123.28$30.28
1/8/0140WMI$1,097.50$1,069.60($27.90)
1/8/0150SLE$1,126.88$1,054.50($72.38)
1/8/0161PKX$1,087.75$952.21($135.54)
1/8/0115DD$732.50$557.10($175.40)
1/8/0129AET$1,107.00$839.26($267.74)
1/8/0139COG$1,121.37$776.10($345.28)
1/8/0114QCOM$1,057.62$660.24($397.39)
1/8/018LH$1,077.50$649.68($427.82)
1/8/0118BA$1,071.50$600.48($471.02)
1/8/019DGX$1,030.44$552.78($477.66)
12/27/9918GM$1,318.62$765.90($552.73)
12/27/9920EK$1,301.75$649.80($651.95)
1/8/0120PVN$1,110.00$400.80($709.20)
1/8/0115NEWP$1,124.37$209.55($914.83)
 
Cash: 
Total: 		$10.80
$15,681.03
 

Key
• S&P 500 (DA) = dividend adjusted. Dividends have been added to the total return of the index.
• DJIA (DA) = dividend adjusted. Dividends have been added to the total return of the DJIA.

Note
Note: The Workshop Portfolio was launched on December 24, 1998, with $4,000 which was invested in the Foolish Four strategy. Approximately $15,000 was added on January 8, 2001, to support five additional mechanical strategies. At that time approximately $1000 was transfered out of the Foolish Four strategy to bring the Foolish Four into balance with the other strategies. (That's why the Foolish Four's overall return is not consistent with stock values.) Such rebalancing will take place each year among the strategies so that each will start out with approximately the same value at the begining of the year. No more cash additions are planned. The first four tables above show the overall performance of the portfolio. Below that we also track the performance of each component strategy. All transactions are announced publicly before being made, and returns are compared daily to the S&P 500 and the Dow. (Dividends are included in the yearly, historic and annualized returns.) Stocks are chosen using strategies developed by the Workshop community.