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.

Sweet 16: Screening Results by Mark Robertson Mar 01, 2018

For the February Round Table, some went looking for oversold opportunities or companies trading close to 52-week lows ... and certainly companies with favorable long term return forecasts.

Tin Cup Demonstration Portfolio (March 2018) by Mark Robertson Mar 01, 2018

After two years of advances, the Tin Cup portfolio held its own during the challenge and turbulence that was February. CVS Health is accumulated.