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%.