Expected Returns (February 2024) -- Manifest Investing

Expected Returns (February 2024)

It's the magical time of the year, Groundhog Day, as we celebrate the moment, and fervently make our stock selections for the next Groundhog Challenge. We celebrate the current champions, Ann Renli (Individual), Orange County California Model Club (Group) and John Kimmel/Brookfield Digest (Institutional). Ann Renli helped with a return to Groundhog Glory by delivering a 1-year total return of 78.7%.

Top Performing Fund Manifest by Mark Robertson Feb 01, 2024

Here are the top performing funds for the trailing decade. We generally use their portfolio holdings as a source of study ideas.

Sweet Sixteen by Mark Robertson Feb 01, 2024

Consensus selections for Groundhog Challenge XVIII (2024) ...

Groundhog Challenge XVIII (2024) by Mark Robertson Feb 01, 2024

*Go Go Groundhogs.* You (individuals and clubs) are invited to submit 5-20 stock selections to compete versus a formidable coterie of successful investors in our next year-long version of a marmot Iditarod.

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.