Expected Returns, November 2012 -- Manifest Investing

Expected Returns, November 2012

This month we take a look at targeting at Manifest Investing, choosing from the best alternatives because no matter what happens with the economy -- we can isolate the best places to be.

Got Darts? Aim! by Mark Robertson Nov 01, 2012

At Manifest Investing, we think we have some powerful targeting mechanisms. This month, we take a look at general market conditions and introduce our Core Diem and Balanced Budget demonstration portfolios.

Headwaters by Mark Robertson Nov 01, 2012

We’re doing something VERY different this month with a vote against Headwaters (HW).

Guggenheim S&P 500 Equal Technology by Cy Lynch Nov 01, 2012

With this month’s selection we capitalize on the outsized opportunity we see in the technology sector, while avoiding overemphasis on AAPL.

Sweet 16 by Mark Robertson Nov 01, 2012

This month we take our annual departure to go trick or treating among the list of the Forbes Best Small Companies that is released every year around Halloween.

Tin Cup Model Portfolio by Mark Robertson Nov 01, 2012

Accumulate SolarWinds

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.