Expected Returns (April 2024) -- Manifest Investing

Expected Returns (April 2024)

We continue our Successful Investing series on April 10-11 and visit some local clubs and chapters this month. The Round Table has returned to a 16-17% rate of return since inception (2010). Tin Cup makes a new all-time high. This month features a look at performance, the fundamental data updates continue ... and we concentrate on building the Buttonwood portfolio during Bull Sessions.

Successful Investing V: Reasonable Expectations by Mark Robertson Apr 01, 2024

Successful Investing — Getting Started (Continued). You’ve completed your stock study. Now what? How do we “see” the results? How do we emphasize what’s important? What is reasonable? Achievable? Imaginable? What are some sources of ideas — and how do we filter and focus on the Best?

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.