Manifest Investing

Dashboard Diagnostics

Date: Friday, March 11 · 2:00 AM - 4:00 AM UTC
Location: Online

This portfolio design and management discussion series is brought to you by Manifest Investing and bivio — as we take a look at actual portfolios and investing experiences of investment clubs.

We’ll examine overall portfolio characteristics and most likely will rake an individual holding or two across the coals. We’ll also demonstrate a search-and-acquire mission based on the needs dictated by the actual portfolio.

Quality Legend:
Blue	Excellent with quality greater than 80.
Green	Good with quality between 60 and 80.
Neutral	Average or below average with quality between 20 and 60.
Red	Poor with quality less than 20.
Companies with less than 10 years of history are penalized by 5 points per year.
PAR Legend:
Green	PAR is within the target range of MIPAR +5-10%, currently 5.1%-10.1%
Yellow	PAR is above the target range of MIPAR +10%, currently 10.1%
PAR	Projected Annual Return
MIPAR	The Manifest Investing Median PAR of all stocks in the database.
Company Name Legend:
*	Not covered by Value Line Standard Edition.
b	Uses price-to-book value for valuation purposes.
P/CF	Uses price-to-cash flow for valuation.