The Moose Pond Investors portfolio has an average projected average return (PAR) of 14.5% and an average quality rating of 72 (out of 100). Both the portfolio summary and the related stock selection guides have been revised. Follow the links on the portfolio summary to open the SSGs.
The PAR for several stocks in the portfolio has fallen to 10% or below. They are Amgen (AMGN), Capital One Financial (COF), Harley Davidson (HDI), Johnson Controls (JCI), Lincare Holdings (LNCR) and O’Reilly Automotive (ORLY). Both COF and HDI face declining revenue growth and might be good candidates to replace soon.
You can cross check our calculations for PAR with the club dashboard from Manifest Investing.