# Bull Sessions (6/20/2023)

Hello, Summer. (By the calendar) Join us as we continue to build out a demonstration portfolio of stocks for Our Electrifying Future. Companies: ABB, Tesla, ...

Canonical: https://www.manifestinvesting.com/community/events/859

Hello, Summer. (By the calendar) Join us as we continue to build out a demonstration portfolio of stocks for Our Electrifying Future. Companies: ABB, Tesla, General Electric, Siemens ... time permitting, we'll also begin scrolling through the demo portfolios at Manifest and begin prepping for next Tuesday's Round Table.

In this Summer Solstice edition of Bull Sessions, Mark Robertson and Ken Kavula wrap up their "electrifying future" investment theme while discussing the broader investment landscape. The hosts highlight the strong performance of their roundtable tracking portfolio, particularly noting Microsoft's exceptional gains of $83,000, and celebrate the overall market recovery with portfolios averaging around $1 million compared to $850,000 a year prior. They emphasize the narrow breadth of the current market rally, with approximately 11 mega-cap stocks driving most gains while smaller and medium-cap companies remain undervalued.

The session includes updates on various investment club competitions, including the Lone Star Investment Club's strong performance in the Dallas area and discussion of their Halloween-selected portfolio of smaller, faster-growing companies. Robertson and Kavula reinforce the core Manifest Investing philosophy that individual investors can successfully pick stocks through fundamental analysis, citing their investment clubs' track record of beating the market. The hosts then pivot to their electricity infrastructure theme, discussing General Electric's strong year-to-date performance and the benefits of the GE Healthcare spin-off, positioning the company well for the infrastructure investments ahead.