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Published Dashboards
| Name | User | Description |
|---|---|---|
| 2048 Club: Quality & Value | Mark Robertson | Long Term Portfolio established 8/15/2023 to "compete" with T. Rowe Price 2050 Target (TRRMX) by selecting a high conviction basket of top-rated safety, A++/A+ financial strength and above-average return forecast. |
| AI Roll Call | Mark Robertson | Source: First Trust Bloomberg Artificial Intelligence ETF (FAI) |
| 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.] |
| Bank ROA Screen (8/24/2021) | Mark Robertson | YCharts regional bank screening ... ROA leaders (Top 120) |
| Bare Naked Million | Mark Robertson | This portfolio was created with $1,000,000 on 12/31/2006. The rate of return is 12.4% since inception vs. 9.5% for the Wilshire 5000. (2/2/2024) |
| Barron's 100 Most Sustainable Companies | Mark Robertson | How much of a company’s journey toward sustainability is driven by the personal passions of its CEO? Based on the conversations Barron’s had recently with several corporate chieftains, quite a lot. That’s one of the insights from our second annual sustainability ranking of public companies. (February 8, 2019) [$100 on 2/12/2019] |
| Barron's Top 40: 2nd Half 2023 | Mark Robertson | Barron's 10 Midyear Roundtable panelists see value in a variety of healthcare, industrial, media, and other stocks that the market has overlooked. |
| Berkshire Hathaway | Mark Robertson | Analysis of the Berkshire "Equity Portfolio" as provided by the 2020 letter to shareholders. Other: Kraft Heinz ... BYD ... Itochu ... Occidental ($10B) |
| 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. BIVV @ $105 1/31/2018 ($185.85) |
| Best Small Companies (2019) | Mark Robertson | Using traditional Forbes criteria modified in accordance with Manifest Investing quality and return forecasts. Value is $100 on 10/31/2018. ULTI $124.30 2/4/2019 CTRL $85.96 8/6/2019 |
| Best Small Companies (2020) | Mark Robertson | Using traditional Forbes criteria modified in accordance with Manifest Investing quality and return forecasts. Value is $100 on 10/31/2019. |
| Best Small Companies (2021) | Mark Robertson | It has been a while since Forbes magazine published their end of October list of 100 Best Small Companies. Since they stopped, Ken Kavula and Mark Robertson along with some help from their friends, have kept the tradition alive. We will present the list, talk about how the list is compiled, talk about our past performance, and then highlight a few specific ideas from the list. It is always an eagerly anticipated release. See: https://www.youtube.com/watch?v=CeObkwE9-UA BEAT acquired ($72) CO sold ($6) |
| Best Small Companies (2022) | Mark Robertson | Our favorite promising, early-stage, faster-growing ("Small") "Wunderkind" portfolio (10/30/2021). SMED purchased for $8.75 |
| Best Small Companies (2024) | Mark Robertson | Selections made during the shadows of Halloween, 10/31/2023 representing our favorite faster-growing companies for the next year. $50,000 into each position for a $1,000,000 starting balance. The annual returns (2015-2023) stand at 13.0% vs. 10.1% for the general stock market. |
| Best small companies 2025 | Ken Kavula | |
| Best Small Companies: Active (2022) | Mark Robertson | Complimentary active portfolio that will sell/replace based on (1) low return forecast, (2) quality degradation, (3) relative return less than -20%. Replacement selection criteria is identical to original parameters. |
| Best Small Company Funds | Mark Robertson | Our favorite small company funds. Values are result of $100 invested on 10/31/2009. |
| 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,BWLD,RSTI,HMIN,WFM 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 |
| BINC 2018 StockTalk | Mark Robertson | National convention panel with Kim Butcher, Ann Cuneaz, Pat Donnelly, Ken Kavula, Cy Lynch and Mark Robertson on 5/17/2018. |
| BINC 2019 Stock Talk | Mark Robertson | National convention panel with Kim Butcher, Ann Cuneaz, Ken Kavula, Cy Lynch and Mark Robertson on 5/17/2019. |
| BI Top 100 | Mark Robertson | This list of the most widely held stocks by investment clubs was published in April 2023. |
| bivio 100 | Mark Robertson | Most widely-held stocks by bivio Nation. |
| Bivio Club Index 50 | Mark Robertson | The Club Index is constructed from actual club holdings and represents the collective wisdom of bivio clubs. |
| Bivio Index | Mark Robertson | These are the most widely-held stocks by clubs that use bivio for club accounting. |
| Broad Assets (St. Louis)*** | Punxsy Phil XVIII | |
| Burkenroad 2021 | Mark Robertson | Student stock selections. Tulane 4/22/2021 |
| Buttonwood Bulls | Mark Robertson | In honor of the iconic Wall Street meeting place dating back to 1792, this real money demonstration portfolio will demonstrate cost-effective portfolio design & management. ($2000 start + $100/month) |
| Cash Flow Aristocrats "A" | Mark Robertson | Companies with 10 consecutive trailing years of increasing year-over-year "cash flow" and a cash flow growth forecast >8%. |
| Cash Flow Aristocrats "B" | Mark Robertson | Companies with 10 consecutive trailing years of increasing year-over-year “cash flow” and a cash flow growth forecast <8%. |
| Cash Flow Aristocrats "C" | Mark Robertson | These are companies that are on the verge of qualifying for the Aristocrats list as they achieve the 10-year threshold. Some are simply reaching a 10-year cash flow track record and others say “good bye” to a negative cash flow result back in 2016, replacing it with a cash flow gain for 2025 vs. 2024. They’ll be added to the “A” or “B” list if they finish strong in 2025. Others are victims of a single decline in annual cash flow (usually by COVID causation.) |
| "CCC" 2020 Stock Talk | Mark Robertson | National convention panel with Kim Butcher, Pat Donnelly, Ken Kavula, Cy Lynch, Hugh McManus and Mark Robertson on 5/14/2020. |
| 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. |
| Christmas Countdown (2023) | Mark Robertson | Some stock studies as you curl up by the fireplace. |
| Christmas/Epiphany Countdown (2024) | Mark Robertson | Some stock studies as you curl up by the fireplace to the warmth of the January Effect. |
| Cleveland Rocks II (Sept-2021) | Mark Robertson | Selected companies from All-of-the-Above Screening demonstration for northeast Ohio investing conference. (9/18/2021) |
| Covid Conference II -- Let's Talk Stocks | Mark Robertson | What happens when you gather seven of the best Stockpickers in our community on a single panel and ask them for great ideas? If you are lucky and listening hard you might get some of the best ideas in your investing career. Past panels have brought you winners like NEOG, ILMN, SLP, VEEV and ARNA. We hope some of you listened last May-14 as STNE, FIVE and EPAM were presented as great ideas for investing. What will we hear this year? We don’t guarantee all winners but we do think you will be entertained and informed. |
| Cramer COVID-19 Index | Mark Robertson | |
| Cramer Reopening Stocks 2021 | Mark Robertson | Jim Cramer reveals reopening stocks that investors can play amid rotation (2/22/2021) ... “It is not too late to make a big bet on the reopening stocks, but remember to sock away a couple of the better growth names on the way down, too,” CNBC’s Jim Cramer said as the market grows more interested in stocks that could benefit from a post-pandemic economic recovery. |
| Crossing Wall Street Buy List (2025) | Punxsy Phil XVIII | Eddy Elfenbein's Buy List for 2025. |
| Dividend Aristocrats | Mark Robertson | via ProShares S&P 500 Dividend Aristocrats (NOBL) |
| 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. |
| Education/Sheltering Technology | Mark Robertson | |
| Electrifying Future | Mark Robertson | This demonstration portfolio includes companies that are primarily engaged and involved in electric grid, electric meters and devices, networks, energy storage and management, and enabling software used by the smart grid infrastructure sector. All aspects of clean and renewable alternatives are considered and we'll make room for a viable nuclear fusion solution. |
| Elfinbein 2019 | Ken Kavula | Crossing Wall Street's Eddy Elfinbein's picks for 2019 |
| Fave Five Legacy | Mark Robertson | Stock Selections based on dual favorable short-term (1 year) and long term outlook with high quality. $100 invested at time of publication. (Inception 2015) |
| Foolish 5 (11/24/2019) | Mark Robertson | 2019 is on pace to be another great year for investors. All three major U.S. stock indices are up by double-digit percentages since January, which is impressive given that market returns have been strong for more than a decade. In times like these, true bargains are few and far between. Yet we Fools know that there are always great stocks to buy. Which ones in particular? We asked a team of Motley Fool contributors to highlight their top stock picks right now. |
| 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 Best Small Companies (2021) | Mark Robertson | https://www.forbes.com/lists/best-small-cap-companies/#6fc4ba8047db (12/4/2020) |
| Forbes Best Small Companies (2023) | Mark Robertson | 11/25/2022. “This is one of the best times to invest in small company stocks that we've seen in a very long period of time,” says Gregg Fisher, founder of global small cap hedge fund Quent Capital, which manages $1 billion in assets. “The odds historically of a huge rally off this massive decline are high.” |
| 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 100 Fastest Growing 2019 | Ken Kavula | |
| Fortune 100 Fastest Growing 2021 | Ken Kavula | $100 each on 11/2/2021 closing prices |
| 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 Fastest Growing Companies (2018) | Mark Robertson | Via Marie Frank. Fortune‘s 2018 ranking of the world’s top three-year performers in revenues, profits, and stock returns provides a snapshot of the trends driving the global economy, such as the continued ascendance of the technology sector: Nearly one-third of the 100 entrants on the 32nd edition of our list are tech companies. |
| Fortune Fastest Growing Companies (2020) | Mark Robertson | There is no single formula for producing exceptional growth. Fortune’s 2020 ranking of the world’s best three-year performers in revenues, profits, and stock returns makes that clear—and offers some insights into the forces driving the global economy. This year the financial sector surged into the top spot, placing the most companies on the list with 24, while the technology industry slipped to third with 20. |
| Fortune Fastest-Growing Companies (2023) | Mark Robertson | This is the 38th year for our annual Fastest-Growing Companies list, which ranks companies based on growth in revenue, profits, and stock returns; this year’s edition tracks those metrics over the three years through June 2023. The companies featured are worth a combined $4 trillion in market capitalization and, on average, delivered an annual 42% return to shareholders over the past three years. That significantly outperformed the S&P 500 index’s 15% annual return to shareholders over the same period. |
| Fortune Fastest-Growing Companies (2024) | Mark Robertson | The Fastest Growing Companies ranking is determined by companies’ revenue growth, earnings per share growth, and three-year annualized return to shareholders for the period ended June 28, 2024. All of the companies on the list trade on a U.S. stock exchange, report their data in U.S. dollars, and file SEC quarterly reports. (See the full methodology "here":https://fortune.com/franchise-list-page/methodology-fastest-growing-companies-2024/.) This is the 39th edition of our annual list. |
| Fortune's 10 Best (2012) | Mark Robertson | http://money.cnn.com/galleries/2011/pf/1112/gallery.best-stocks-investing.fortune/index.html |
| Fortune Worlds's Most Admired 2019 | Ken Kavula | MISSING USAA, BMW, Singapore Airlines, Nestle, Publix Super Mafkets and Samsung Electronics |
| Goldman Sachs: 2019 Selections | Mark Robertson | $100 into each of these (8) "Killer" Stocks For 2019 was added to this dashboard on 12/6/2019. |
| Goldman Sachs Hedgies Falling (2025) | Mark Robertson | |
| Goldman Sachs Hedgies Rising (2025) | Mark Robertson | |
| Griffith, Bill | Punxsy Phil XVIII | GGAL at $171,977 (5/5/2025) |
| Groundhog Consensus (2025) | Mark Robertson | Consensus selections for the Groundhog Challenge XIX, our annual Iditarod of stock selection excellence that runs from Groundhog Day to Groundhog Day. Honorable mentions: Adobe (ADBE), Halozyme Therapeutics (HALO), Tesla (TSLA), Meta (META), United Rentals (URI) |
| 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 (2022 Consensus) | Punxsy Phil XVI | Most Frequently Selected Stocks For Groundhog XVI (2022): FB (53), GOOG (38), AMZN (37), SWKS (35), MKSI (33), ASML (24), MMS (24), AX (23), SAM (23), AAPL (22), LGIH (21), GRBK (20), OLLI (19), MBUU (19), MSFT (17), OLED (15), MED (15), NVDA (14), MU (14), PYPL (14), TROW (12) |
| Heavy Hogs (2024) | Mark Robertson | Consensus selections for the Groundhog Challenge XVIII, our annual Iditarod of stock selection excellence that runs from Groundhog Day to Groundhog Day. |
| 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. ;) |
| IBD 29 Growth Companies | Mark Robertson | Excerpted from IBD (6/4/2021) |
| IBD New America (October 2024) | Mark Robertson | |
| Indianapolis 500 Challenge (August 2022) | Mark Robertson | Hoosier Hysteria! Selecting a "Sweet 16" roster of promising companies that are well-positioned to beat the S&P 500 going forward. |
| International Stocks | Mark Robertson | ADRs covered at MANIFEST. |
| IRA Case Study | Mark Robertson | $2000 invested on 12/31 since 1994. |
| Janke Utility Bill AutoPay Demo | Mark Robertson | Janke Utility Reserve. Established May 2021 to pay monthly utility bills with dividends. The projected yield on JEPI is approximately 9% including the option-driven synthetic yield. This adds approximately 2% to the overall PAR (not shown, imagine at will). |
| Jim Cramer Charitable Trust | Ken Kavula | |
| MANIFEST 40 | Mark Robertson | (40) most widely-followed stocks by our subscribers. $100 investments made at the time the company was added. Rate of Return is 11.1% since inception (9/30/2005) topping the Wilshire 5000 by +4.2 percentage points. |
| Mid-Michigan: Your Choice (2019) | Mark Robertson | Consensus favorites for 2019 Stockpicker's Contest. $100 invested on 10/31/2018. Consensus selections have beaten the Wilshire 5000 in 13-of-15 years. |
| Morningstar: 12 Stocks To Avoid (6/11/2021) | Mark Robertson | These stocks are all extremely overvalued by our standards--and carry a good deal of uncertainty, too. -- Susan Dziubinski (6/11/2021) |
| Morningstar 33 For 2025 | Mark Robertson | Susan Dziubinski checks in with her latest roll call. Here’s the updated list of Morningstar’s top underpriced analyst picks to buy for the new year. Cash balance = DOC |
| Morningstar 4 Bargains (9/11/2020) | Mark Robertson | These undervalued wide-moat stocks earn low uncertainty ratings. -- Susan Dziubinski |
| Morningstar: 5 Stocks For Your Stimulus Check | Mark Robertson | https://www.morningstar.com/articles/1028645/5-stocks-to-spend-your-stimulus-check-on Susan's Fab Five vs. GameStop and Cathie Wood |
| Morningstar Exponential Technologies | Mark Robertson | The Morningstar Exponential Technologies Index is designed to deliver diversified exposure to companies poised to benefit from innovative technologies with exponential growth potential. It offers unparalleled exposure to nine key technology themes by drawing on the in-depth experience and forward-looking insights of Morningstar’s equity research team. |
| Morningstar Selling Spree | Mark Robertson | Today we’re looking for stocks that are remarkably overpriced. Our screen focuses on stocks in our coverage universe that are trading at least 50% above our estimate of their fair values. -- Susan Dziubinski (6/7/2019) |
| My Choices from Fortune 2013 | Ken Kavula | |
| New to VL- 10/6/2024 | Ken Kavula | |
| Round Table | Mark Robertson | Repeats 15x:CTSH 13X:GNTX 12X:GOOG 11X:AX,BKNG 10X:ARDX,MKSI 9x:MMS 7x:EPAM,NVO,PYPL,REGN 6x:MNST,OLED,NICE,UTHR 5x:ADBE,GMED,LCII,LFUS,MSFT,TROW,WAL 4x:AMD,BMY,CPAY,DOW,FFIN,GRBK,MBUU,MIDD,TFC,TGLS,TNA,TSM 3x:ALGN,ATD.TO,AVT,DHI,FAST,INFY,LULU,MMM,NVDA,POWL,RMD,SBUX,V,WH 2x:ACLS,ALRM,AMGN,AMZN,APD,CLFD,DECK,DV,EW,EXLS,FOXF,FTNT,GILD,HALO,IESC,INMD,IPAR,KLAC,LAZR,LW,MEDP,NGVT,PAYX,SKX,SLB, TSCO,TXRH,UFPI,UNH,YETI |
| Sector Radar | Mark Robertson | This tracking portfolio can be used to identify "hot/cold" sectors. The value of the holdings is $100 worth purchased on 9/30/2013. Wilshire 5000 Ann Ret Since 9/30/2013 = 11.6% |
| 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 600 Small Caps | Mark Robertson | 11/1/2023. Source: SPSM |
| 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 |
| Successful Investing III: The Panel | Mark Robertson | Stock selections made by Kim Butcher, Pat Donnelly, Charlene Hansen, Ken Kavula, Cy Lynch, Hugh McManus, Mark Robertson, Matt Spielman - 5/14/2020 |
| Tin Cup | Mark Robertson | The Tin Cup model portfolio is a demonstration based on investing the maximum monthly 401(k) contribution since December 1994. Rate of return since inception is 15.6% vs 8.6% for the Wilshire 5000. (5/31/2025) |
| 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. |
| Wilshire 5000 (VTI) | Punxsy Phil XVI | Market Benchmark |