Jamboree: Intro to Portfolio Management
Ken Kavula and Mark Robertson will focus on portfolio goals, where they originate in our philosophy and how need to think about sales, earnings, dividends and total return in today's markets. We will specifically refer to the goal of 15% annualized return for an investment club and place that goal in perspective based on today’s market. The class will also introduce the NEW Manifest Investing dashboard feature used to manage a portfolio.
Mark Robertson and Ken Kavula delivered a comprehensive webinar on portfolio management and investment club methodology, emphasizing the importance of intentional portfolio design and long-term performance tracking. They challenged common investment myths, particularly the misconception that every individual stock must achieve 15% growth, instead highlighting that portfolio-level performance matters most. The speakers drew from their decades of experience with Better Investing and investment clubs, sharing insights on generational knowledge transfer and the power of consistent, disciplined investing.