Investing Round Table (June 2022)

Join us for our Round Table, a monthly session name your favorite stock right now in true round table fashion.

The stocks selected for this program over the last 12 years have collectively beaten the Wilshire 5000 by approximately 6 percentage points. The absolute rate of return is 15.3%. We seek actionable opportunities to study and pursue.

The round table knights include small company champion and Mid-Michigan Director Ken Kavula; Cy (MythBuster) Lynch; pharmaceutical scientist Hugh McManus; and Manifest Investing’s Mark Robertson who will analyze their favorite stocks. The team will be identifying companies positioned for strong performance and share some ideas about their potential.

The June 2022 Manifest Investing Roundtable, hosted by Mark Robertson, Ken Kavula, and Ann Manning, provided an update on the tracking portfolio's performance and presented five stock opportunities for analysis. The group demonstrated strong outperformance relative to the Wilshire 5000 benchmark, with a relative return hovering above 6 percentage points and approximately 52% of selections outperforming the market despite challenging conditions. The discussion highlighted the enduring wisdom of George Nicholson's 1940s investment principles, showing that the market's long-term average return of approximately 10% remains consistent nearly 80 years later. The portfolio's current projected annual return stands at 15%, with a goal to reach the 'Sweet Spot' of 17.3%. Robertson and Kavula emphasized that maintaining high returns while managing a successful portfolio represents a positive problem, and discussed key holdings including Microsoft, Costco, and other blue-chip selections.