Bull Sessions (5/5/2026)
In this Bull Sessions webinar held on May 5, 2026, Mark Robertson and Ken Kavula discuss market performance, earnings season volatility, and portfolio management strategies. The speakers address proxy voting practices among individual investors, noting that voting preferences vary based on company significance and personal investment philosophy. They review the Manifest Investing community's performance metrics, highlighting that their 10 most widely followed companies have achieved approximately 22% returns over the trailing 10 years, with particular attention to smaller and medium-sized company outperformance driven by data center trends. The discussion includes analysis of various investment funds and indexes, emphasizing that long-term market performance tends to cluster tightly across different benchmarks.