Expected Returns (September 2018)

The tracking portfolio for our monthly series of webcasts known as the Round Table continues to generate exceptional returns (18.8% annualized since inception in July 2010). While our mission is to share actionable ideas every month -- there’s also a fair amount of educational content, discussions and exploring. We’ve recently been building some selling disciplines (Better Selling For Better Portfolio Management) and the results have been compelling. During the August session, we continued to fine tune the portfolio and test some guidelines. Despite best intentions ... A Red Wedding erupted.

The Rains of Castamere? by Mark Robertson Aug 31, 2018

Better Selling. Our explorations to build selling disciplines based on the time-honored lessons of the modern investment club continues. The August Round Table featured some deployment of selling discipline that some might compare to an infamous Red Wedding. The rate of return since inception stands at 18.8% over the trailing eight years.

IPG Photonics (IPGP) by Ken Kavula Sep 01, 2018

Ken Kavula selected IPG Photonics (IPGP) during the August Round Table. He and the Round Table audience were doubling down on the selection of IPGP back in May 2016 by Cy Lynch and the audience -- a selection that has significantly outpaced the market since then.

Triple Play Candidates by Mark Robertson Sep 01, 2018

The time-honored Triple Play screening approach yields a number of stocks for study including: Skechers (SKX), Booking (BKNG), LCI Industries (LCII), FaceBook (FB) and Tupperware (TUP).

Tin Cup Demonstration Portfolio (September 2018) by Mark Robertson Sep 01, 2018

We started this demonstration back in the mid-1990s to show what could happen for a young person who decided to commit to a maximum 401(k) contribution every month -- and persistently seek Better Companies at Better Prices relentlessly. So at this point, we’re talking hypothetically about an individual in their mid-40s. We find it breathtaking that Tin Cup delivered a net gain of $114,483 in the month of August alone!