Jonathan Heller JonMhellerCFA

Jul 26, 2023 | pro.thestreet.com | Jonathan Heller JonMhellerCFA |Jonathan Heller |Helene Meisler |Doug Kass

Things are heating up in triple-net land, as my annual Triple Net Active Versus Passive Portfolio is rounding third, and headed for home. Since the last update in early June, the Russell 2000 Index has had a nice run (up 4.7%), while the Russell Microcap Index (up 1.2%) has been more sedate. During that same timeframe, both the Active (up 6.2%) and Passive (up 4.5%) portfolios have gained some ground.