This deep-value portfolio is outperforming its index peers in the early going, writes value investor Jonathan Heller, who says nearly all the stocks in the 2023 Double Net Value Portfolio are in positive territory a month after its inception..TRUE
Introducing the 2023 Double Net Value Portfolio, led by Robinhood Markets (HOOD), writes value investor Jonathan Heller, who says there are 45 stocks in this deep-value portfolio, which is nearly double the number in the 2022 edition of the portfolio..GENC
Sorry to say, but this deep-value portfolio experiment fizzled in the lab, writes value investor Jonathan Heller, who says the 2022 Double Net Value Portfolio was disappointing, though it still did OK relative to its market peers..RELL