|Day Low/High||11.59 / 12.20|
|52 Wk Low/High||7.74 / 18.41|
Most of the 22 largely small-cap stocks that make up the portfolio are now in positive territory, with Hibbett Sports leading the way.
One thing is certain: Triple-nets are not a common investment hunting ground, but some may be the recipe for the next ETF.
The portfolio of 22 smaller names has slid into negative territory, showing the pressure the market has put of late on smaller-cap stocks.
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.
Steelmakers are getting melted midday following a bearish note from analysts at KeyBanc.
I check for three things on these types of bets, the most important of which is insider trading.