|Day Low/High||5.43 / 5.67|
|52 Wk Low/High||3.88 / 7.23|
Now it's time to get rolling for the next version of the portfolio.
Sector representation is diverse, but the list is dominated by software, semiconductors, oil and gas, and metals and mining.
My belief is that within this deep value pond, an active approach will win out.
I believe within this deep value pond, an active approach can outperform passive, but what do the numbers say after six months?
Jonathan Heller's 2020 Triple Net Active Versus Passive Portfolio experiment continues to turn in good results at the five-month mark.
This has recently been a pretty exciting place to be.
Four months in, the 2020 Triple Net Active Versus Passive Portfolio experiment is proving to be a rewarding experience.
My belief is that within this deep value pond, an active approach can outperform passive.
Both the active and passive portfolios have been beneficiaries of the rising tide of the markets, and Haynes International is leading the charge.
It's way too early to tell whether this is the beginning of a regime change from growth back to value.
It's a rag-tag group so let's see how it pans out over the next year.
Just 27 names make the cut, down from 48 last year, and 36 from my late September preview.
These firms' execs used the post-Brexit meltdown to buy more shares.
These growth names are not yet on Wall's Street's radar; long-term value investors should take a bite now.
But only if you have the patience and liquidity to be in it for the long term.
Hitting a home run with investing requires patience and common sense.