Investing Round Table (December 2025)
Rounding Out 2025. Join us for this FREE, educational, entertaining and REWARDING monthly discussion where we share a handful of actionable stock studies and work through the analysis. The rate of return since 2010 for the Round Table tracking portfolio is approximately 16%.
The December Investing Roundtable, featuring Ken Kavula, Mark Robertson, Cy Lynch, and Matt Spielman, provided an in-depth exploration of investment strategies and portfolio management. The session focused on the Mid Michigan Better Investing chapter's roundtable portfolio, which has consistently beaten the market by approximately 2% over 16 years. The speakers discussed their investment approach, emphasizing the importance of selecting quality stocks with potential annual returns (PAR) that are 5-10% above the market average.