Investing Round Table (January 2026)
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 16.1% (1/15/2026) — BEATING THE MARKET by 2.0 percentage points … a showing that would place in the 90th 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, 2/3 at 7:00 PM ET.
The January 2026 Investing Roundtable featured Mark Robertson, Sy Lynch, and Matt Spielman discussing investment strategies and portfolio performance. The session focused on the Manifest Investing approach of beating the market by at least 5 percentage points, with current performance tracking at a 2.4% outperformance over the past 16 years. A key highlight was the tracking portfolio's success, with Microsoft being a standout investment that has grown from $5,000 to approximately $90,000, demonstrating the potential of long-term, strategic stock selection.