Whether Active or Passive, These 2 Deep-Value Portfolios Are Shining Four months in, the 2020 Triple Net Active Versus Passive Portfolio experiment is proving to be a rewarding experience.
Feb 22, 2021 | 10:30 AM EST
Four months since inception, my 2020 Triple Net Active Versus Passive Portfolio experiment continues to provide fairly impressive early absolute results. The Active Portfolio, unveiled last Oct. 21 and Oct. 23, is up 31% but is still trailing the Passive Portfolio (up 35.2%). However, both enjoyed solid performance over the past month, rising about 6%.
Those returns, while satisfying, come against the backdrop of better performance from the Russell 2000 (up 40.3% since last Oct. 15) and Russell Microcap (up 55.2%) indices. Value also continues to rise from the ashes, with the Russell 2000 Value Index (up 43.2%) and Russell Microcap Value (up 51.7%) impressing.
Walmart Inc. (WMT) and Barrick Gold (GOLD) are presenting a couple countertrend trade setups that are worth stalking, writes technical analyst Carolyn Boroden, who is tracking possible lows developing on the charts of the retailer and the gold miner..WMT