Investing Round Table (June 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 14 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 4.8 percentage points. The annualized rate of return is 16.9%.

In this June 2024 Investing Roundtable hosted by Mid Michigan Better Investing, participants Ken Cavullo and Mark Robertson provided an in-depth review of their investment club's portfolio performance, highlighting both successful stock picks and challenging investments. The session featured an open and transparent discussion of their investment journey, showcasing a range of stock selections from technology to recreational vehicles, with a focus on long-term investment strategies and learning from both wins and losses.

The roundtable emphasized the importance of tracking investment performance, with presenters breaking down their portfolio into 'celebration' and 'humility' categories. They discussed several notable stock picks, including Ardelix, Nvidia, Fabrinet, and Camping World, offering insights into their selection process and the rationale behind their investment choices. The discussion also touched on broader market trends, particularly in sectors like RVs and technology.