Investing Round Table (May 2024)

We have One Job. Actionable ideas. Our cadre of stock selection knights will share some of their best current ideas while maintaining a tracking portfolio of monthly selections that now spans nearly eleven years. The Knights are Ken Kavula, Cy Lynch, Hugh McManus and Mark Robertson. The Round Table tracking portfolio has beaten the Wilshire 5000 since inception (July 2010) by 5.9 percentage points. The annualized rate of return is 16.5%.

The role of Hugh McManus will be played by guest damsel Kim Butcher during the LIVE Round Table at the NAIC National Convention and the "echo" online session on May 28th.

The May 2024 Manifest Investing Roundtable featured key members Mark Robertson, Kim Butcher, Matt Spielman, and Ken Kavula discussing their recent experiences at the Better Investing National Convention and reviewing their investment portfolio's performance. The group highlighted their consistent track record of beating the Wilshire 5000 index, with an impressive 16.8% annualized return since 2010, outperforming the market by 4.9%.