Investing Round Table (November 2022)

Join us for the BetterInvesting Mid-Michigan Chapter/Manifest Investing webinar THE INVESTING ROUND TABLE, a monthly session of name your favorite stock right now in true roundtable fashion. 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 November 2022 Manifest Investing Roundtable featured Mark Robertson, Ken Kavula, and Cy Lynch discussing the platform's 12-year investment tracking portfolio and its impressive performance. The portfolio has achieved a 14.6% annualized return compared to the Wilshire 5000's 9.7%, beating the market by 4.9% and demonstrating the effectiveness of fundamental analysis based on the Modern Investment Club methodology. The speakers reviewed their top 20 holdings, highlighting strong performers like Microsoft ($61,306 from $5,000 invested), and discussed portfolio management strategies, emphasizing the importance of maintaining stocks with attractive Projected Annual Returns (PAR) even when they've already performed well. The group analyzed their "hot seat" positions—those with the lowest return forecasts—and discussed selling criteria, noting that holdings trading above money market rates should generally be retained in quality portfolios of 10-25 stocks.