State of the Round Table (January 2014)

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:

http://www.manifestinvesting.com/dashboards/public/round-table

Stock Studies:

  • 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.

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