Investing Round Table (January 2022)

Join us for our monthly (January) session of “Name Your Favorite Stock Right Now” in true Round Table fashion.

The selection team includes Kim "Ka Ching" Butcher, small company champion Ken Kavula, Cy "Myth Buster" Lynch, pharmaceutical scientist Hugh McManus and Mark Robertson as they share their favorite stock and analysis.

This continuing series is where we’ll try to identify companies positioned for strong performance and share some ideas … just another component of our series of investors helping investors to discover success in long-term investing.

This January 2022 Manifest Investing Roundtable, hosted by Ken Kavula with speakers Kim Butcher, Mark Robertson, and Hugh McManus, provided a comprehensive review of the tracking portfolio's 12-year performance. Despite market volatility in early 2022, the portfolio maintained a 4.3% outperformance advantage over the Wilshire 5000, slightly below their 5% target. The speakers discussed portfolio composition, noting that their picks achieve approximately 52% outperformance accuracy compared to the market average of 35-40%, and emphasized the distinction between core and non-core holdings using specific evaluation criteria. The roundtable presented top-20 portfolio holdings, highlighting strong performers like Microsoft (invested in 5 times, now valued at $73,000 from $5,000 invested) and other resilient companies across various sectors.