Expected Returns, July 2014 -- Manifest Investing

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.

As Good As It Gets by Mark Robertson Jul 01, 2014

A lifetime of club-based investing can produce dramatic rewards. It's Better Investing. Period.

T. Rowe Price by Mark Robertson Jul 01, 2014

During the June Round Table, Cy Lynch selected TROW, a long-time community favorite. We’ll do the same this month for Solomon Select.

Hoard vs. Herds by Mark Robertson Jul 01, 2014

Accumulate Fidelity Select IT

Sweet 16 by Mark Robertson Jul 01, 2014

Finding Fundamentals First

Tin Cup Model Portfolio by Mark Robertson Jul 01, 2014

Accumulate Gentex

Drilling Into The Numbers, Forecasts by Ken Kavula Jul 01, 2014

This month, we’ll take a closer look at a breakdown of the numbers that make up the return forecast or PAR calculation as well as the Quality Rating.

Manifest 40 Update by Mark Robertson Jul 01, 2014

This managed “tracking portfolio” of your collective favorites has outperformed the Wilshire 5000 by +2.8%.

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.