|Day Low/High||9.50 / 9.63|
|52 Wk Low/High||4.03 / 10.63|
This tracking portfolio is comprised of companies that have three specific attributes.
Perhaps for the first time since I've been doing this annual experiment, all names are in positive territory.
The 2021 Double Net Value Portfolio has had a great first two months as small-cap stocks in general have been hot.
The aggregate return of the 2021 Double Net Value Portfolio one month since inception is outpacing a handful of Russell indices.
These names in diverse industries have suffered from tax-loss selling and offer 'bounce back' potential in January.
Eighteen stocks make the cut for the 2021 portfolio, which is comprised of seemingly cheap names relative to net current assets.
This year's version of the Double Net Value Portfolio handily outperformed a number of Russell indices.
The 2020 Double Net Value Portfolio has risen over the last month and re-entered positive territory.
Only four of the 13 stocks in the 2020 Double Net Value Portfolio are up since its inception last December.
The best performer, not surprisingly, remains protective clothing name Lakeland Industries.
The 2020 Double Net Value Portfolio is outperforming a couple Russell value indices, but those aren't doing well.
Only three of the 12 names in the 2020 Double Net Value Portfolio are in positive territory since inception, with several down by double-digit percentages.
The 2020 Double Net Value Portfolio includes a half-dozen offenders from the previous iteration of the portfolio.
'Double nets' been fertile hunting ground for acquisition targets over the years.
These names are showing technical characteristics of either bullish or bearish reversal patterns.
Volatility around company results can create opportunities to take positions in quality, small-cap stocks such as these.
But the cycle will soon turn, so keep an eye on these 6 stocks.