|Day Low/High||15.71 / 16.45|
|52 Wk Low/High||7.81 / 21.31|
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.
The 22 stocks in the Double Net Value Portfolio collectively outperformed the value components of the Russell 2000 and Russell Micro indices.
Most of the 22 largely small-cap stocks that make up the portfolio are now in positive territory, with Hibbett Sports leading the way.
The portfolio of 22 smaller names has slid into negative territory, showing the pressure the market has put of late on smaller-cap stocks.
Deep value investors are finding the pickings slim among net/nets.
The pool of qualifying net/net companies has continued to shrink.
As we enter the dog days of summer, with lower volume and perhaps more volatility, portfolio performance may get interesting.
This is the first inception-to-date period that the portfolio has not outperformed its benchmarks.
These 22 stocks in the aggregate are still outpacing the Russell 2000 and Russell Microcap indices, but by a narrower margin than before.
These 22 stocks in the aggregate continue to outpace the Russell 2000 and Russell Microcap indices as all but three are in positive territory.
Titan Machinery is the top performer so far in 2019, up 38% since portfolio launch.
The 22 names in the portfolio as a group are outpacing the value components of the Russell 2000 and Russell Microcap indices.
Despite disappointing performance this year, the strategy has shown solid return in the past.
Anyone can follow the investing strategies the Oracle of Omaha learned from Benjamin Graham.
It's a crowded bandwagon, but these five housing-related stocks are priced to move.