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: BioSpecifics Technologies (BSTC), by Mark Robertson on Nov 01, 2019
The Investing Round Table audience seconded the nomination of BioSpecifics Technologies during the October 2019 session.
Stock Screens
Latest: Commence Sharing of Actionable Ideas, by Mark Robertson on Nov 01, 2019
During the month of October, we carefully search for small company ideas for the next year’s Best Small Companies list.
Model Portfolios
Latest: Tin Cup Demonstration Portfolio (June 2020), by Mark Robertson on Jun 01, 2020
Following in Round Table Portfolio-Centered footsteps, CVS Health *CVS), Simulations Plus (SLP) and Alliance Data Systems (ADS) were sold. New positions started in Abbvie (ABBV) and EPAM Systems (EPAM). Shares accumulated in Air Lease (AL), Schwab (SCHW), Align Technology (ALGN), and Jazz Pharma (JAZZ).
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.