Manifest Investing

Group Investing: Common Ground

Date: Saturday, April 28 · 4:00 AM - 5:00 AM SST
Location: Online

Investing with groups of friends, whether in groups where portable accounts are encouraged, or in the traditional partnerships known as investment clubs can be a bolstering and mystery busting experience.

This session will examine objectives, finding a common ground for jargon and detail some successful experiences and best practices that we’ve observed over the years.

This is not-for-clubbers-only. As we like to emphasize, many model clubs become havens or incubators for displaced individual investors and we also know that some individual investors prefer to remain … well, independent. That doesn’t mean they can’t extract lessons from the philosophy of the modern investment club movement.

Join us as we explore success factors in long-term investing.

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.