|Day Low/High||6.27 / 6.40|
|52 Wk Low/High||6.07 / 9.48|
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.
Eighteen stocks make the cut for the 2021 portfolio, which is comprised of seemingly cheap names relative to net current assets.
The classic net/net situation: losing money, business in decline, and priced as though it will not recover.
The pool of qualifying net/net companies has continued to shrink.
There are now just nine net/nets with market caps in excess of $50 million.