|Day Low/High||6.29 / 6.50|
|52 Wk Low/High||1.82 / 6.43|
The 2021 Tax Loss Selling Recovery Portfolio gave up ground over the last month yet continues to outperform key indices.
The 2021 Tax Loss Selling Recovery Portfolio gave up a bit of ground over the last month but still is solidly outperforming two major indices.
Post earnings we're looking at NL Industries, Falcon Minerals, and Alico.
The 2021 Tax Loss Selling Recovery Portfolio gave ground over the last month but continues to perform far better than the S&P 500.
Over time the portfolio has provided some fairly solid results, and so far, so good with this year's version.
As a value investor, it's an interesting time in Smallville for SBH, FLMN and NL.
The 2021 Tax Loss Selling Recovery Portfolio didn't do much in April but is soundly beating the market six months after inception.
The 2021 Tax Loss Selling Recovery Portfolio is killing it, which makes it tempting to shut it down and harvest the profits, but we'll let the experiment roll on.
The rise in retail has been a tailwind for the portfolio.
There is one standout performer among this portfolio of a dozen stocks that struggled last year, but most haven't moved all that much after just a month.
AER, GIII, SBH, and PSXP make the cut.
The hope is that there are a couple of big winners that will more than offset the losers.