Expected Returns Issues

Expected Returns (June 2021)

The Tuesday afternoon Bull Sessions are gaining in popularity, we visit some highlights from Successful Investing III ... and introduce a new monthly webcast session centered on Expected Returns.

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

Expected Returns (May 2021)

Our Tin Cup demonstration portfolio reached $4,000,000 during April 2021 as we count down to Successful Investing III (May 12-14) and hope that this is our last Covid Cancellation Conference.

Model Portfolio

Expected Returns (April 2021)

“There has been no incubator for unleashing human potential like America.” — Warren Buffett. In the midst of March Madness, our all-time return (since inception, July 2010) reached 19.0% for the Round Table tracking portfolio.

Model Portfolio

Expected Returns (February 2021)

Groundhog XIV (2020) featured spectacular returns -- one of the few things that went right with the year-that-most-of-us-would-like-to-forget. The average return for 2020 was 49.7% as individual champion Andrew Spector and group leaders, Orange County Model Club, led a group of achievers who raised the all-time annualized total return to 16.1%.

Model Portfolio

Expected Returns (November 2020)

On Halloween, we wrapped up a sweet sixth consecutive market-beating performance from our Best Small Companies. On November 11-13, we'll host Successful Investing II: The Stock Pickers as our 2nd Covid cancellation conference becomes a necessity. Tin Cup tops $3,000,000 during October!

Model Portfolio

Expected Returns (October 2020)

Announcing our November Successful Investing II webcast (Covid Cancellation Conference II) ... continuing the hunt for qualitfying small companies ... introducing Bull Sessions and Tin Cup takes a breather.

Model Portfolio

Expected Returns (September 2020)

We've introduced Bull Sessions -- our weekly (Tuesday at 2 PM ET) webcast -- amidst some enthusiasm over the topics and themes that we'll explore. Tin Cup blasts to new all-time highs during this Derecho honey badger market.

Stock Screen | Model Portfolio | Perspectives

Expected Returns (August 2020)

Tin Cup reaches new peaks as the current bull market surges. We celebrated 10 Years of Round Table at the endy of July -- and annualized returns since inception of 17.6%.

Model Portfolio

Expected Returns (July 2020)

This month, we will celebrate the 10th anniversary of our Round Table, our monthly webcast of a demonstration that has (1) shared actionable ideas and (2) generated a 17% rate of return since July 2010.

Expected Returns (June 2020)

Reflections on Covid Cancellations ... Turbulent Tin Cup ...

Model Portfolio

Expected Returns, July 2015

This month, as we update the most widely followed stocks, we're reminded of strength in numbers and how often our community of investors experiences long term success. Ken Kavula spends a few moments with keeping score and our target of beating the market.

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

Expected Returns, July 2014

We want to focus on what matters ... and continuously become a better long-term investing resource for you. This month we revisit what's important and offer some glimpses of some work in progress.

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

Expected Returns, Jun 2014

This month we are reminded to focus on growth, profitability and valuation ... and that it's easier (and more fun) with friends. Our investing community is a source of ideas and support for the marathon.

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

Expected Returns, May 2014

What can we learn from successful long-term investors? This month we take a look at a screening technique for non-core opportunities inspired by our repeat Groundhog Champions.

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

Expected Returns, April 2014

This month we take a look back at a Lost Decade and a prescient forecast by Ralph Acampora made back in October 2001.

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

Expected Returns, March 2014

During our recent TSP webcast, the audience was quiet. Too quiet. Turns out that attendees were rustling papers and punching keyboards, putting their own statements to work. We clearly struck a nerve.

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

Expected Returns, February 2014

A group of investors heeding the lessons of Graham, Babson and Nicholson has at least one leg up on the crowd and a better than average opportunity to generate exceptional returns.

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

Expected Returns, January 2014

“The only people who think buy-and-hold is dead are short-term thinkers frustrated by their inability to follow it.” -- Morgan Housel, The Motley Fool (2013)

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

Expected Returns, December 2013

We'll side with Graham in our quest for above-average performance ... dare to be a little different ... and lean on a heavy dose of skepticism about shortcuts.

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

Expected Returns, November 2013

This month we take a look at the drivers and benefits of industry studies, attempt to extract some lessons from Educational Services, feature Masimo (MASI) and celebrate $2,000,000 for the Bare Naked Million.

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