In This Portfolio, Active Investing Is Beating a Passive Approach

In This Portfolio, Active Investing Is Beating a Passive Approach
My belief is that within this deep value pond, an active approach will win out.
Jun 04, 2021 | 09:40 AM EDT
Seven months since inception, my 2020 Triple Net Active Versus Passive Portfolio continues to deliver interesting results. Over the past month, the Active Portfolio (up 47%) has taken the lead over the Passive Portfolio (up 43%) The Active Portfolio, unveiled on October 21st and October 23rd rose about 9% over the past month, to overtake the Passive Portfolio which was up about 4%.
The Active Portfolio is now ahead of the Russell 2000 Index (up 43% since 10/15), but both portfolios trail the Russell Microcap Index (up 57%). Small value also continues to rally with the Russell 2000 Value Index (up 62%) and Russell Microcap Value (up 73%).

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