State of the Round Table Portfolio
We took a look at some of the stocks that have delivered a solid long-term performance for the tracking portfolio as well as sharing our favorite current stock ideas and some analysis. What is your favorite stock idea right now?
The state of the Round Table tracking portfolio is SOLID. The relative return (internal rate of return minus the Wilshire 5000 since inception, July 2010) is +3.6% with an out performance accuracy of 56%. The objective is 60% and for context, the “average” investor generally achieves a 30-40% accuracy based on observations of the Motley Fool CAPS program.
Keep in mind that the tracking portfolio has a permanent home at:
- Apple (AAPL)
- Computer Programs & Systems (CPSI)
- McDonalds (MCD)
- Shoretel (SHOR)
Fundamental Screening Results
Technical Analysis & Second Opinions On Parade
Hugh’s Noodling for Deeper Value
The audience selected Computer Programs & Systems (CPSI) as their January choice.