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0 Mark Robertson @manifestinvest markr@manifestinvesting.com November 7, 2012 PORTFOLIO DESIGN & MANAGEMENT Dashboard Diagnostics (November 2012) MICNOVA: Model Investment Club of No. Virginia
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1 No investment recommendation is intended. This is an educational demonstration. The information in this presentation is for educational purposes only and is not intended to be a recommendation to purchase or sell any of the stocks, mutual funds, or other securities that may be referenced. The securities of companies referenced or featured are for illustrative purposes only and are not to be considered endorsed or recommended for purchase or sale by Manifest Investing, bivio.com or www.fool.com. The views expressed are those of the instructors, commentators, guests and participants. Investors should conduct their own review and analysis of any company of interest before making an investment decision. Securities discussed may be held by the instructors in their own personal portfolios or in those of their clients.
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2 MICNOVA Location: Northern Virginia Founded: September 2008 Track Record & Results: Annualized Rate of Return (since 2008): 6.4% Club History & Results http://stockherd.com/mic/
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3 Dashboard Diagnostics: MICNOVA
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4 Sector Diversification: MICNOVA
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10 Is Portfolio Overall Average PAR < MIPAR+5%? YES Switch a low PAR holding with higher PAR NO Does any stock have a PAR < Money Market? YES Sell it. Shop. NO Does any stock have a PAR < MIPAR? YES Is it a core holding? Sell it. Shop. NO Challenge Process
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11 Dashboard Diagnostics: MICNOVA
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