Articles

Cover Stories

Latest: The Rains of Castamere?, by Mark Robertson on Aug 31, 2018
Better Selling. Our explorations to build selling disciplines based on the time-honored lessons of the modern investment club continues. The August Round Table featured some deployment of selling discipline that some might compare to an infamous Red Wedding. The rate of return since inception stands at 18.8% over the trailing eight years.

Solomon's Selects

Latest: IPG Photonics (IPGP), by Ken Kavula on Sep 01, 2018
Ken Kavula selected IPG Photonics (IPGP) during the August Round Table. He and the Round Table audience were doubling down on the selection of IPGP back in May 2016 by Cy Lynch and the audience -- a selection that has significantly outpaced the market since then.

Stock Screens

Latest: Irish Spring Eruption, by Mark Robertson on Nov 26, 2018
Our adaptation of one of the favorite screening techniques of Hugh McManus, shopping near periodic lows, yields a number of companies that have been discussed or nominated during several of the most recent monthly Round Table webcasts.

Model Portfolios

Latest: Tin Cup Demonstration Portfolio (December 2018), by Mark Robertson on Dec 01, 2018
Tin Cup had a much better month. The progress restored during November was a welcome relief to the gruesome angst of an October to forget. Total assets soared at month-end to make the last (12) months -- as challenging as they’ve been -- a little more palatable. We note that the year-over-year gain is still $79,932 during a most difficult general stock market.

Fund Manifests

Latest: Hoard vs. Herds, by Cy Lynch on Apr 01, 2012
Buy iShares DJ US Oil Equip (IEZ)

Funds & Featured Portfolios

Latest: Harvesting The January Effect, by Mark Robertson on Dec 01, 2018
As we've suggested before, the January Effect is real and starts in September and/or October. This anecdotal look at Invesco S&P SmallCap 600 Growth reveals the period of opportunity created by tax-related selling and its impact on smaller companies.

Discovery Clubs

Latest: Best Sources For Small Company Ideas, by Mark Robertson on Nov 10, 2017
We turn to the best long term performers among small company funds for sources of ideas ... the current leader board includes PRIMECAP Odyssey Aggressive Growth, T. Rowe Price New Horizons and Brown Capital Small Company.

Perspectives

Latest: MANIFEST 40 Update, by Mark Robertson on Jul 25, 2018
Our MANIFEST 40 is a celebration of collective excellence in stock selection, strategy and disciplined patience. The rate of return since inception (2005) is 10.1%.

Clubhouses

Latest: Divining Dashboards: Source of Ideas, by Ken Kavula on May 01, 2016
This month, we focus on dashboards of portfolios that you can access directly from the Manifest Investing site.

Features

Latest: Manifest 40 Update, by Mark Robertson on Jul 01, 2014
This managed “tracking portfolio” of your collective favorites has outperformed the Wilshire 5000 by +2.8%.

Guides

Latest: Guide: Getting Started, by Kurt Kowitz on Jan 01, 2012
Step-by-step instructions on getting started with Manifest Investing.