Manifest Investing

Portfolio Review Workshop

Date: Saturday, October 06 · 2:30 AM - 5:30 AM SST
Location: Troy Community Center

The Southeastern Michigan Chapter of BetterInvesting welcomes Ken Kavula and Mark Robertson to share ideas about portfolio management during these turbulent times. They will review up to five previously submitted club portfolios in detail.

Have you ever wondered: What you could do to make your stock portfolio better? How well your portfolio is diversified? What sectors you may be missing? Which stocks/industries you should consider buying or selling?
Why you should consider selling a particular stock?

Location:

Map: Troy Community Center

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.