Hard to believe it's been 10 months since the inception, of my Triple Net active versus passive portfolio experiment, an idea conceived before we heard the term "Covid" and had any idea what 2020 would bring. The idea itself was simple: to determine whether an active management approach within a deep value subset of the market could outperform a passive approach. The active portfolio (up 35%), continues to outperform the passive approach (up 17%), but both portfolios are outperforming the Russell 2000 Index (up 1%), and Russell Microcap Index (up 7%). Read More...
Hard to believe it’s been 10 months since the inception, of my Triple Net active versus passive portfolio experiment, an idea conceived before we heard the term “Covid” and had any idea what 2020 would bring. The idea itself was simple: to determine whether an active management approach within a deep value subset of the market could outperform a passive approach. The active portfolio (up 35%), continues to outperform the passive approach (up 17%), but both portfolios are outperforming the Russell 2000 Index (up 1%), and Russell Microcap Index (up 7%).
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