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2021 Double Net Value Portfolio - Solid Performance With One Quarter Down


2021 Double Net Value Portfolio - Solid Performance With One Quarter Down
Perhaps for the first time since I ve been doing this annual experiment, all names are in positive territory.
Mar 15, 2021 | 10:30 AM EDT
With one wild quarter in the books since inception, my 2021 Double Net Value Portfolio is up just over 36%, following an 11% uptick since the February update. The portfolio is outperforming the Russell 2000 Index (up 22.7%) and is about in-line with the Russell Microcap Index (up 36.4%). It is currently beating the Russell 2000 Value Index (up 30.7%) but has fallen behind the Russell Microcap Value Index (up 41.3%), which itself is up more than 18% over the past month. ....

Crimson Wine Group , Powell Industries , Virnetx Holdings , Lakeland Industries , Acacia Research , Net Value Portfolio , Russell Microcap Index , Russell Microcap Value Index , Net Value , Amtech Systems , Key Tronic , Adams Resources , Wine Group , The Street , Jonathan Heller , கிரிம்சன் மது குழு , போவல் தொழில்கள் , லேக்லேண்ட் தொழில்கள் , நிகர மதிப்பு போர்ட்‌ஃபோலீயோ , நிகர மதிப்பு , அம்டெக் அமைப்புகள் , விசை ற்றோனிக் , ஆடம்ஸ் வளங்கள் , மது குழு , தலைப்புச் செய்திகள் , தி தெரு ,

Rising Small-Cap Tide Helps Lift This Value Portfolio


Rising Small-Cap Tide Helps Lift This Value Portfolio
The 2021 Double Net Value Portfolio has had a great first two months as small-cap stocks in general have been hot.
Feb 08, 2021 | 11:00 AM EST
Less than two months since inception, my 2021 Double Net Value Portfolio has enjoyed a nice run since the January update, rising 12.5%. Microcaps as measured by the Russell Microcap Index are up even more during that stretch (up 14.6%).
Since inception, the portfolio is now up 22.9%, better than the Russell 2000 (up 16.7%), but underperforming the Russell Microcap (up 25.6%). Perhaps more importantly, given the portfolio s value orientation, it is currently beating both the Russell 2000 Value Index (up 13.6%) and Russell Microcap Value Index (up 19.7%), although this is still the very early innings and anything can happen over the rest of this year. ....

Hurco Cos , Powell Industries , Adams Resources Energy , Avnet Inc , Lakeland Industries , Virnetx Holding Corp , Crimson Wine Group , Gencor Industries , Aware Inc , Acacia Research , Net Value Portfolio , Russell Microcap Index , Russell Microcap , Russell Microcap Value Index , Net Value , Amtech Systems , Key Tronic , Rocky Brands , Adams Resources , The Street , Jonathan Heller , போவல் தொழில்கள் , ஆடம்ஸ் வளங்கள் ஆற்றல் , அவனெட் இன்க் , லேக்லேண்ட் தொழில்கள் , கிரிம்சன் மது குழு ,