Manifest Investing

Managing Your Portfolio

Date: Thursday, May 13 · 2:00 PM - 2:50 PM EDT
Location: Online

Successful Investing III. Do you really know how well your portfolio is performing? Is selling a difficult topic for you to consider? Do you worry about one or two stocks taking over your portfolio? Do you have performance goals for your portfolio? If you are bothered by questions like these and would like to learn a little about making portfolio management an easier task, then this discussion and demonstration is right up your alley. Join Mark and Ken as they examine some real portfolios and offer methods for staying on top of what you own.

Video Archive: https://youtu.be/Z58tL-1g7cc

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.