|Day Low/High||30.20 / 31.48|
|52 Wk Low/High||23.11 / 34.52|
A somewhat eclectic group of stocks comprises this year's Active portfolio.
Once again I'm looking forward to kicking the tires on the concept that triple nets can outperform the benchmarks.
One thing is certain: Triple-nets are not a common investment hunting ground, but some may be the recipe for the next ETF.
It was not a great year for this value portfolio, with only 5 stocks in positive territory for the year.
This mix of 20 deep-value names was outperforming a couple Russell indices three months back but is trailing them now.
Fossil Group has done most of the heavy lifting among the small stocks in the portfolio, though there are other winners, too.
FOSL is up 92% since I launched this group, while HIBB is ahead 27%.
It is always important see how such value screens perform in times of market stress.
One month in, 15 out of 20 names are in positive territory, with Fossil Group soaring 39%.
The 20 companies in this portfolio could be of interest to deep-value investors.
The model has survived the test of time and consistently delivered market-beating returns.
Seeking a smart small-cap value stock? Try Amber Road, Northwest Pipe, Atlas Air or Tristate Capital.
Just sit in a quiet room, imagine the year 2056 and visualize the products and services needed then.
These Walter Schloss-inspired picks should reward the patent and disciplined.
Your mission, should you choose to accept it, is to consider these sectors for 100 to 1 winners.
If I were starting a new portfolio, I'd buy as many of these stocks that I can find.