Investing Round Table (January 2025)

Friends Don’t Let Friends Be Average Investors. We’ve delivered this monthly program since 2010. The objective is to share the discovery and analysis of a group of actionable investment opportunities. The annualized rate of return since inception is 16.4% (1/10/2025) — BEATING THE MARKET by 4.1 percentage points ... a showing that would place in the 96th percentile of equity funds. Throw another log on the fire and grab your hot chocolate or favorite adult beverage as we continue the tradition on Tuesday, 1/28, at 8:00 PM ET. We will be joined by Special Guest Damsel, Anne Manning, for the January session.

In the January 2025 Investing Roundtable, Ken Kavula, Mark Robertson, and Ann Manning discussed investment strategies and portfolio performance with a focus on maintaining strong growth and quality stock selections. The Mid Michigan Better Investing chapter reviewed their current portfolio, highlighting the importance of maintaining double-digit sales growth and achieving consistent market outperformance. The team emphasized their goal of beating the market by approximately 5% and maintaining a 55% accuracy in stock selection.