Expected Returns Issues

Expected Returns (December 2018)

The recent joint session with the American Association of Individual Investors and NAIC/Better Investing in Washington D.C. explored Founder's Wisdom and the lessons urged by James Cloonan and George Nicholson. Investing in Better Companies at Better Prices can deliver the potential for very rewarding results over the long term.

Funds & Featured Portfolios | Stock Screen | Model Portfolio

Expected Returns (November 2018)

It's been four years since Mark and Ken started looking at the faster-growing Best Small Companies through the eyes of George Nicholson and the modern investment club movement. The selections have beaten the market for all four years (and 10 of last 13) while achieving a rate of return of 21.3% versus 9.7% for the Wilshire 5000 over that time frame. This month we screen for candidates, visit a fund or two that delivers small company performance results and add a fast-growing small company to ease the October pain for Tin Cup.

Stock Screen | Model Portfolio

Expected Returns (October 2018)

Don't sweat the sectors but the re-classification has affected companies like Amazon (AMZN), Apple (AAPL), Disney (DIS), Netflix (NFLX) and others. Tin Cup tops the market for September, extending the winning streak to (14) months. The Hunt For Red Chip October continues in earnest ...

Model Portfolio

Expected Returns (September 2018)

The tracking portfolio for our monthly series of webcasts known as the Round Table continues to generate exceptional returns (18.8% annualized since inception in July 2010). While our mission is to share actionable ideas every month -- there’s also a fair amount of educational content, discussions and exploring. We’ve recently been building some selling disciplines (Better Selling For Better Portfolio Management) and the results have been compelling. During the August session, we continued to fine tune the portfolio and test some guidelines. Despite best intentions ... A Red Wedding erupted.

Cover Story | Solomon's Select | Stock Screen | Model Portfolio

Expected Returns, August 2018

Back to School. It's hard to believe but it's that time of year when we celebrate educators and outcomes. We'll revisit Smoothie investing, do some dashboard mechanics and launch more opportunities to learn and earn.

Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio

Expected Returns, July 2018

8 Years. Join us on Tuesday, July 31 (8:30 PM ET) as we celebrate the 8th birthday of the Round Table -- our monthly FREE webcast where we share our favorite actionable ideas and explore investing together.

Model Portfolio | Perspectives

Expected Returns, June 2018

A report on the results experienced by the Fave Five ... a complimentary mutual fund is added ... and Tin Cup has another market-beating month.

Solomon's Select | Model Portfolio

Expected Returns, May 2018

Summer is Coming. A little spring cleaning for Tin Cup to boost overall return forecasts ... Sweet Sixteen screening results based on the time-honored Triple Play and a closer look at the performance of the weekly Fave Five series.

Model Portfolio

Expected Returns, April 2018

Our annual look at a few things "Foolish" including a new fund, Motley Fool 100 (TMFC) ... some perspective on the efficacy of Value Line ... and another month of market-beating performance for Tin Cup.

Model Portfolio

Expected Returns, March 2018

Over eight years since inception, our Round Table tracking portfolio checks in at 18.8% -- beating the Wilshire 5000 by 6-7 percentage points. The February Round Table session featured our annual awards -- swept by Kim Butcher and the audience. 2017 was very very good for the Round Table selections.

Stock Screen | Model Portfolio

Expected Returns, February 2018

It was a spectacular year for Groundhog Nation. Our contest participants brought home an average annual return of 30.6%! For context, the Wilshire 5000 (VTSMX) advanced a mere 22.4%. We have repeat champions in both the individual and group categories.

Stock Screen | Model Portfolio

Expected Returns, January 2018

Breaking News: Tin Cup Tops $2,000,000 ... we'll take a look at the performance of our tracking portfolios and update the Manifest 40 -- your most widely-followed stocks.

Stock Screen | Model Portfolio

Expected Returns, December 2017

Welcome to the time-honored community of QWARF. During a month where our Tin Cup demonstration portfolio was torrid and is approaching $2,000,000 -- we are reminded of the dimensions of discipline that guide our journey to investing success.

Stock Screen | Model Portfolio

Expected Returns, November 2017

Another banner year for our annual Best Small Companies feature. How much banner? 31.7%. What are the most compelling smaller companies for 2018?

Cover Story | Solomon's Select | Stock Screen | Model Portfolio | Discovery Club

Expected Returns, October 2017

"Friends Don't Let Friends Be Average Investors." This month we're reminded of the power of community-driven investing and we make our preparations for small company discovery -- our annual quest for the Best Rapidly-Growing Companies.

Solomon's Select | Model Portfolio

Expected Returns, September 2017

In September, we'll go "Back to School" with our launch of the Turnout Tuesday series ... a session on Selling Better? and future sessions on topics of interest to long-term investors.

Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio

Expected Returns, July 2016

We’ve long believed that the collection of findings and recommendations in the Individual Investors Manual represent the wisdom of 50 years of successful investing with much of the content supplied by George Nicholson.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Discovery Club | Perspectives

Expected Returns, June 2016

The quest for excellent small companies never ends. From Bio-Reference Labs to NavTeq to Buffalo Wild Wings … growth succeeds. We believe that we deliver maximum value when we expose actionable ideas for consideration and analysis. Check out our weekly updates on the Forum as we sift for suitable nuggets.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio

Expected Returns, May 2016

Successful investing is turbocharged by the power of a few basis points over time as we launch some studies into potential selling disciplines and best practices. We hope to build some very actionable portfolio management ideas.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio

Expected Returns, April 2016

The debate of growth vs. value strategies will never end. Some believe that carefully-selected growth will prevail while others point to the long-term results of value-based investors. We think they’re both right and actually practice both approaches.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Clubhouse