Expected Returns, December 2011 -- Manifest Investing

Expected Returns, December 2011

This month we double down on growth diversification for purposes of portfolio design and management and the path it seems to offer to long-term superior returns.

Growth Diversification by Mark Robertson Dec 01, 2011

We consider one of the most powerful — and compelling — approaches to prudent diversification to be growth diversification.

Southwest Airlines by Mark Robertson Dec 01, 2011

LUV makes an encore performance for December.

Hoard vs. Herds by Cy Lynch Dec 01, 2011

This month we accumulate one of our favorite international opportunities, ADRE.

Sweet 16 by Mark Robertson Dec 01, 2011

Returns, Quality & Sentiment In Your Corner

Tin Cup Model Portfolio by Mark Robertson Dec 01, 2011

Accumulate Urban Outfitters

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.