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)

Otters on Wall Street by Mark Robertson Jan 01, 2014

With the low total return forecast currently at 3%, caution is warranted. We don’t know when the next correction will happen or how big it will be. We know it will happen.

EMC Corp by Mark Robertson Jan 01, 2014

We know a bunch of people who made a ton of money on community favorite, EMC, a little over 12 years ago. Can lightning strike twice?

Hoard vs. Herds by Mark Robertson Jan 01, 2014

Going Wanger … Buy Acorn International (ACINX)

Sweet 16 by Mark Robertson Jan 01, 2014

Crossing Wall Street, Walking Main Street

Tin Cup Model Portfolio by Mark Robertson Jan 01, 2014

18.8% Annualized Returns Over 18 Years

Random Reflections by Mark Robertson Jan 01, 2014

One of the things we do at MANIFEST is attempt to turn some of the random noise and chaos into something less random — through demonstration of time-honored principles and philosophy that goes back over seven decades.