Investing Round Table (March 2026)
Date: April 7, 2026
Time: 7 PM ET (Please note the new start time 30 minutes earlier than customary.)
Patience and Discipline can be very rewarding. 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 16.5%. Yes, Virginia, that’s potentially rewarding.
Our cadre of stock selection knights will share some of their best current ideas while maintaining a tracking portfolio of monthly selections that now spans nearly eleven years. The Knights are Ken Kavula, Cy Lynch, Hugh McManus and Mark Robertson.
We will be joined by Special Guest Knight Kevin Gillogly for the March session.
The Round Table tracking portfolio has beaten the Wilshire 5000 since inception (July 2010) by ~2-3 percentage points.
The Mid Michigan Manifest Investing Roundtable held its March 2026 edition with hosts Ken Kavula and Mark Robertson, joined by Cy Lynch from Atlanta and guest Kevin from the D.C. regional chapter. The program showcased the roundtable's 16-year track record of stock picking, with a tracking portfolio of approximately 130 stocks that has delivered returns between 16-17% annually. The hosts emphasized that while 36% of their 912 individual selections underperformed (worth less than $1,000), the portfolio's top performers—particularly Microsoft with $82,000 in gains on a $5,000 investment—more than compensate for losses, demonstrating the power of long-term buy-and-hold investing in quality companies.
The discussion highlighted the roundtable's philosophy that investors should not fear stock market selection, as maximum loss per position is limited to $1,000 while gains can be multiples of the initial investment. Notable holdings include Microsoft (largest position), Nvidia (second largest), Alphabet, United Therapeutics, Costco, and Amazon. The hosts noted specific successes like Costco, a single-time selection of $1,000 now worth nearly $23,000, while also acknowledging early mistakes where they forgot to continue buying exceptional companies. Cy Lynch presented an analysis of Intuit as a potential investment opportunity, noting its consistent business growth, high industry quality ranking, and potential for 21-34% annualized returns over three to five years.