Bull Sessions (8/8/2023)

Quality Matters. Recession, What Recession? Previewing our session on the Federal Thrift Savings Plan (TSP) ... and updating our Groundhog Challenge at the half and the status of our Best Small Companies (2023) heading into the final three months at Halloween.

In this August 8, 2023 Bull Sessions episode, Mark Robertson and Ken Kavula discuss the philosophy and performance of individual stock investing versus index investing. The speakers highlight that quality stocks selected by experienced investors have significantly outperformed market indices over long periods, with examples showing returns of 25-33% annually versus the market's 9-10% baseline. They emphasize that even modest outperformance of 2-3% annually represents significant achievement, and celebrate local investment clubs like the Port of Value Club in Traverse City that have achieved 18.8% annualized returns. The session covers the Manifest Method's approach to finding quality companies at reasonable prices and announces the halfway point of the Groundhog Challenge, the passing of $4 million in the Tin Cup demonstration portfolio, and upcoming topics the team is excited to develop.