Published Dashboards

Name User Description
All-Star Investor Best Stocks (2015) Mark Robertson Institutional Investor -- Best Stocks to Invest In. Prices (10/19/2015)
Arch Stars Mark Robertson These stocks were rated 5-star by Morningstar and were the 16 lowest P/FV based on S&P for the 2010 Better Investing National Convention (June 2010) [Value is $100 invested on 5/31/2010.]
Bare Naked Million Mark Robertson This portfolio was created with $1,000,000 on 12/31/2006. New companies are added -- whenever they're the top quality in their sector and in the Sweet Spot and the overall portfolio needs it. 11.2% since inception vs. 7.3% for VTSMX. (11/10/2017)
Best Small Companies (2017) Mark Robertson Using traditional Forbes criteria modified in accordance with Manifest Investing quality and return forecasts. Value is $100 on 10/31/2016. IQNT ($137.08) CEB ($110.97) CYNO ($154.77) PLKI ($147.97)
Best Small Companies (2018) Mark Robertson Using traditional Forbes criteria modified in accordance with Manifest Investing quality and return forecasts. Value is $100 on 10/31/2017.
Best Small Company Funds Mark Robertson Our favorite small company funds. Values are result of $100 invested on 12/31/2007.
BINC 2008 StockTalk Mark Robertson Current value of $100 positions by Ann Cuneaz, Ken Kavula, Hugh McManus, Mark Robertson & Peggy Schmeltz at BINC 2008. Values established on June 20, 2008. (DNA,KCI,PPDI,MR,LTM acquired)
BINC 2009 StockTalk Mark Robertson $100 positions on 6/26/2009 by Kim Butcher, Ann Cuneaz, Ken Kavula, Hugh McManus, Mark Robertson & Saul Seinberg at BINC 2009. (RX@$22=69%; CAB@$23=90%,11/5/2010)
BINC 2010 StockTalk Mark Robertson $100 positions on 6/11/2010 by Kim Butcher, Ann Cuneaz, Pat Donnelly, Ken Kavula, Hugh McManus & Mark Robertson at BINC 2010.
BINC 2011 StockTalk Mark Robertson Investing ideas offered by Kim Butcher, Ann Cuneaz, Ken Kavula, Hugh McManus and Mark Robertson on 9/15/2011 in Cincinnati.
BINC 2012 StockTalk Mark Robertson Selections from BINC 2012 (9/13/2012) by Kim Butcher, Ann Cuneaz, Pat Donnelly, Ken Kavula & Mark Robertson.
BINC 2014 StockTalk Mark Robertson Selections by Kim Butcher, Ann Cuneaz, Pat Donnelly, Ken Kavula, Hugh McManus, Mark Robertson - Chicago (5/15/2014)
BINC 2016 StockTalk Mark Robertson Stocks presented by Kim Butcher, Ann Cuneaz, Pat Donnelly, Ken Kavula, Cy Lynch, Mark Robertson at BI National Convention. $100 invested on 5/20/2016
BI Top 100 Mark Robertson This list of the most widely held stocks by investment clubs was published in April 2009. Values are $100 invested on 12/31/2008. XTO merged with XOM (June 2010)
Bivio Index Mark Robertson These are the most widely-held stocks by clubs that use bivio for club accounting.
CAPS 40 Mark Robertson This portfolio is a continuous compilation of a the top 40 stocks/funds in the CAPS community.
CAPS: Manifest Mark Robertson Active selections at CAPS for Mark Robertson.
Challenge Club Mark Robertson Challenge Club is an online collaborative club simulation since 1999. Club discussions and decisions take place during monthly Web Events and/or the Challenge folder.
Christmas Countdown (2011) Mark Robertson Formerly the bivio Dozen, this annual compilation of stocks is a tradition at Manifest Investing. Acq: BRLI, TRLG
Christmas Countdown (2012) Mark Robertson Our collection of companies worthy of consideration presented as our holiday roll call for 2012.
Core Diem Mark Robertson Model portfolio built on best ideas of the day -- all core holdings, fully-invested continuously. Investment dependent on MIPAR.
Covered Million Mark Robertson Demonstration portfolio for conservative options strategies applied to BareNaked Million.
Crossing Wall Street (2014) Mark Robertson (20) stocks selected by blogger Eddy Elfenbein (crossingwallstreet.com) slated to outperform S&P 500 during 2014. Eddy is 7-for-8 since 2005. $50,000 each on 12/31/2013.
Crossing Wall Street (2015) Mark Robertson The Buy List as featured by Eddy Elfenbein at www.crossingwallstreet.com Eddy has beaten the S&P 500 in 7-of-8 years and has an all-time relative return of +2.8%. Annualized return since inception: 10.8%
Crossing Wall Street (2017) Mark Robertson Eddy Elfenbein's (25) stock selections for 2017 via crossingwallstreet.com
Dividend Divas Mark Robertson $100 invested 5/26/2016
DJIA Hugh McManus A list of companies in the Dow Jones Industrial Average
Dow 30 Mark Robertson Current values of $100 invested in all (30) Dow stocks on 9/30/2007.
ETF Sector GPS Mark Robertson This tracking portfolio can be used to identify "hot/cold" sectors. The value of the holdings is $100 worth purchased on 12/31/2006. Wilshire 5000 10-Year Ann Ret = 5.0% ($160.50)
Expecting Alpha 20 (2014) Mark Robertson 20 stocks for 2014 chosen from Value Line Tot Ret/Financial Strength, Ivory Screen ... (12/31/2013)
Fool SA Ten for Ten Mark Robertson 10 Stocks for the next Decade, published 3/31/2012 by Tom and David.
Forbes 100 Best Small (2012) Mark Robertson $100 invested in feature stocks on 10/19/2012.
Forbes 100 Best Small (2013) Mark Robertson Original 100 featured companies by Forbes in their annual feature. $100 invested on 10/9/2013. QCOR $53.67->$93.60
Forbes 100 Best Small (2014) Mark Robertson $100 invested on 10/15/2014. Source: Forbes Best Small Companies for 2014.
Forbes 24 Dividend Growth Mark Robertson $100 invested on 3/20/2017.
Forbes Anerica's Best Small Companies 2013 Ken Kavula Value represents $100 invested at the close of trading on October 9
Forbes Best Small (2007) Mark Robertson $100 invested in Forbes Small Company candidates during Oct-2006. (10/20/2006) SUPX $86.41
Forbes Best Small (2008) Mark Robertson (16) of the more promising stocks from the 2007 Forbes Best 200 Small Companies. [$100 on 10/24/2007] CRDN acquired.
Forbes Best Small (2009) Mark Robertson (19) of the more promising stocks from the 2008 Forbes Best 200 Small Companies. Value is $100 invested 10/27/2008. TRCR acq 3/17/2012 ($301.02) QSFT ($255.01) VLCM ($244.51) BRLI (2015)
Forbes Best Small (2010) Mark Robertson Trick or treat: Forbes 200 Best Small Companies for 2009. Values are $100 invested on 10/14/2009. GPRO acq 6/29/2012 ($202.40) PEET 10/27/12 ($264.60)
Forbes Best Small (2011) Mark Robertson Trick or treat: Here's some of the best stock study ideas among the Forbes 200 Best Small Companies for 2010. Values are $100 invested on 10/22/2010. TRCR acq for $29.50 on 3/7/2012. VLTR $118.07 WMS $51.84
Forbes Best Small (2012) Mark Robertson Best Small Companies. (10/20/2011) Results of screening during Dashboard Diagnostics on 10/25/2011. ACOM Oct 2012 ($144) RUE ($168)
Forbes Best Small (2013) Mark Robertson Values are $100 invested on 10/19/2012. Source: Forbes Best Small Companies for 2012. For more: http://expectingalpha.com/2012/11/01/the-difference-between-tricks-treats/ RUE 135.24 (10/2013)
Forbes Best Small (2014) Mark Robertson Values are $100 invested on 10/9/2013. Source: Forbes Best Small Companies for 2013 QCOR $53.67->$93.60
Forbes Best Small (2015) Mark Robertson Values are $100 invested on 10/15/2014. Source: Forbes Best Small Companies for 2014. The final 20 are based on MANIFEST Rank (PAR & Quality). BRLI acq. 7/24/15. CYBX acq. 10/15/15.
Forbes/MI Best Small (2016) Mark Robertson Using traditional Forbes criteria ... our own list of 50 BEST SMALL companies for 2015. $100 invested on 11/3/2015
Forbes Most Innovative 2017 Ken Kavula All US traded from list of 100
Fortune 16 Fastest Growing (2011) Mark Robertson Top Study Candidates from Fortune's Fastest Growing Companies for 2011
Fortune 2013 Fastest Growing Ken Kavula
Fortune Fastest Growing (2014) Ken Kavula
Fortune Fastest Growing 2015 - 9/16/2015 Ken Kavula
Fortune Fastest Growing Companies (2016) Mark Robertson
Fortune's 10 Best (2012) Mark Robertson http://money.cnn.com/galleries/2011/pf/1112/gallery.best-stocks-investing.fortune/index.html
Heavy Hogs 2009 Mark Robertson Most frequent selections in the 2009 Groundhog Challenge. Values are $100 invested on 2/2/2009.
Heavy Hogs 2010 Mark Robertson These are the consensus (most frequently chosen) stocks for Groundhog IV. $100 invested on 2/2/2010.
Heavy Hogs 2011 Mark Robertson Community consensus favorites for Groundhog V. The starting value was $100 on 2/2/2011.
Heavy Hogs 2012 Mark Robertson Most frequently selected stocks for Groundhog VI
Heavy Hogs (2014) Mark Robertson Top 20 consensus selections from participating Groundhogs in Challenge VIII (2014). QCOR -> MNK
Heavy Hogs (2015) Mark Robertson Consensus favorites from Groundhog Challenge IX.
Hoard vs Herd Mark Robertson Hoard vs. Herd is our model portfolio demonstration for a fund-based 401(k) seeking to feature superior funds and achieve market-beating returns.
Hugh's Groundhog 2012 Picks Hugh McManus My first entry into the Groundhog contest. I threw caution to the wind as usual. ;)
International Stocks Mark Robertson ADRs covered at MANIFEST.
IRA Case Study Mark Robertson $2000 invested on 12/31 since 1994.
MANIFEST 40 Mark Robertson (40) most widely-followed stocks by our subscribers. $100 investments made at the time the company was added. Annualized relative return is +3.0% since inception (9/30/2005).
March Madness - Round of 64 Mark Robertson
Morgan Stanley 30 For 2019 Mark Robertson (30) stocks selected on 4/14/2016 to be held until 2019 ...
My Choices from Fortune 2013 Ken Kavula
Round Table Mark Robertson Repeats 12x:CTSH 10x:PCLN 9x:QCOM 8x:AAPL 7x:CVS 6x:MMS,GNTX,ULTA 5x:CSCO,MSFT,CHRW,FOSL,PII,BAC,GE 4x:AFL,TEVA,ILMN,BIIB,NVO 3x:BP,OLED,FAST,GOOG,SPGI,PYPL,PRLB,AL,BWLD,LKQ,BMY,LGIH,DG,EPAM,NCLH 2x:NEOG,CERN,RMD,CPSI,SRCL,CSTE,PSMT,TROW,SWKS,EBAY,IPGP,RHI,INFY,DLTR,AMZN,SBUX,MIDD,FLT,ZOES,SCHW,CBM,ADS
Sharebuilder Hugh McManus Companies in the Sharebuilder account
Smoothie 20 Mark Robertson Original investments ($50,000 on 8/19/2014) Sale of THI = $68428 (12/12/14)
Solomon Select Mark Robertson $100 initial positions with repeat selections: 5X: CTSH 4X:WAG 3X:SYK,CSCO and 2X: COH MSFT,ORCL,CVS,PEP,URBN,AFL,TEVA,MASI,
S&P High Quality Mark Robertson S&P High Quality Index - 11/11/2013
Stocktalk BINC 2011 Hugh McManus Picks made by Hugh McManus during StockTalk at BINC in 2011
Tin Cup Mark Robertson The Tin Cup model portfolio is a demonstration based on investing the maximum monthly 401(k) contribution since January 1995. Rate of return since inception is 14.5% vs 7.5% for the Wilshire 5000.
VL Arithmetic Average Proxy Mark Robertson
VLE Proxy Mark Robertson $100 invested in each ETF on 6/30/2011. 8.9% annualized total return over five years.

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