Investing Round Table (May 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 15.6% (5/15/2025) — BEATING THE MARKET by 3.0 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, 5/27, at 8:00 PM ET.

The May 2025 Investing Roundtable, hosted by Manifest Investing and the Mid Michigan chapter of Better Investing, featured a comprehensive discussion of investment performance and potential stock selections. Ken Kavula and Mark Robertson led the session, reviewing their portfolio's performance and highlighting recent successful stock picks, including standout performers like Oddity Tech, LPL Financial, and Interactive Brokers. The roundtable emphasized their long-term investment strategy, showcasing a 15.9% return over nearly 900 selections since 2010, with Microsoft's substantial gains offsetting some portfolio losses.