Cannabis Portfolio Contest Update: YTD Performances Range From +12.7% To -10.0%

I have searched the internet for portfolios consisting exclusively of cannabis and cannabis-related stocks and have found 4. In addition to them, I have created 2 new portfolios using only the cannabis constituents in the munKNEE "Multi-bagger" and munKNEE "Rags-to-Riches" portfolios, created a new "Most Bullish" portfolio featuring the most mentioned cannabis stocks in the above mentioned 6 portfolios and included two cannabis ETFs to round out the participants in the contest.

The performances of the various portfolios are as follow:

*munKNEE.com 's "Just Cannabis Multi-bagger" Portfolio is UP 12.7% YTD.
- It consists of:
  - 6 MSOs, namely: Acreage (ACRDF/ACRHF), Ascend (AAWH), Ayr (AYR), Columbia Care (CCHWF), Jushi (JUSHF), Planet 13 (PLNHF);
  - 2 LPs, namely: Aurora (ACB) and Organigram (OGI); with
  - No suppliers of ancillary goods and services to the cannabis sector.
- The Portfolio has an average constituent market capitalization of $196M.
NewCannabisVentures.com's "Beat the Global Cannabis Stock Index" Portfolio is UP 4.7% YTD.
- It consists of:
  - 7 MSOs, namely: Ascend (AAWH), Ayr (AYRWF), Columbia Care (CCHWF), Lowell Farms (LOWLF), Planet 13 (PLNHF), TerrAscend (TRSSF) and Verano (VRNOF);
  - 3 LPs, namely: Cronos (CRON), OrganiGram (OGI), and Village Farms (VFF); and
  - 5 suppliers of ancillary goods and services to the cannabis sector, namely: CEA Industries (CEAD), Greenlane (GNLN), Hydrofarm (HYFM), WM Technology (MAPS), and TILT (TTLTF).
- The Portfolio has an average constituent market capitalization of $327M.
**munKNEE.com's "Just Cannabis Rags-to-Riches" Portfolio is DOWN 3.6% YTD.
- It consists of:
  - 6 MSOs, namely: Cresco (CRLBF), Curaleaf (CURLF), Green Thumb (GTBIF), TerrAscend (TRSSF), Trulieve (TCNNF), Verano (VRNOF);
  - 3 LPs, namely: Canopy Growth (CGC), Cronos (CRON), and Tilray (TLRY); with
  - No suppliers of ancillary goods and services to the cannabis sector
- The Portfolio has an average constituent market capitalization of $1,622M.
U.S.News.com's "7 Best Cannabis Stocks To Buy For 2023" Portfolio is DOWN 5.1% YTD.
- It consists of:
  - 4 MSOs, namely: Green Thumb (GTBIF), Cresco (CRLBF), Curaleaf (CURLF), and Trulieve (TCNNF);
  - 2 LPs, namely: Aurora (ACB) and Organigram (OGI); and
  - 1 supplier of ancillary goods and services, namely: WM Technology (MAPS).
- The Portfolio has an average constituent market capitalization of $1,313M.
Cantor Fitzgerald's "Best Cannabis Stocks of 2023" Portfolio is DOWN 5.7% YTD.
- It consisting of:
  - 5 MSOs, namely: Cresco Labs (CRLBF), Curaleaf (CURLF), Green Thumb (GTBIF), Trulieve (TCNNF), Clever Leaves (CLVR);
  - 3 LPs, namely: Aurora Cannabis (ACB), Organigram (OGI), and Village Farms (VFF); and
  - 1 supplier of ancillary goods and services, namely: WM Technology (MAPS).
- The Portfolio has an average constituent market capitalization of $1,039M.
InsiderMonkey.com's "10 Best Cannabis Stocks To Buy Now" Portfolio is DOWN 10.0% YTD.
- It consists of:
  - 6 LPs, namely: Aurora (ACB), Canopy (CGC), Organigram (OGI), SNDL Inc. (SNDL), Tilray (TLRY), and Village Farms (VFF); and
  - 4 suppliers of ancillary goods and services, namely: 22nd Century (XXII), Innovative Industrial (IIPR), Scotts Miracle-Gro (SMG) and WM Technology (MAPS).
- The Portfolio contains no MSOs and has an average constituent market capitalization of $1,224M.

*The munKNEE "Just Cannabis Multi-bagger" Portfolio consists of just the 8 micro-cap ($100M t0 $400M market capitalization) cannabis stocks in the 12 constituent munKNEE "Multi-bagger" Portfolio (see here). **The munKNEE "Just Cannabis Rags-to-Riches" Portfolio consists of just the 9 micro-cap (+$400M market capitalization) cannabis stocks in the 14 constituent munKNEE "Rags-to-Riches" Portfolio (see here).

The above 6 portfolios include 29 different cannabis out of the 225 companies tracked by weedstreet420.com, of which:

8 are included in at least 3 of the 6 portfolios:
- - Organigram is included in 5 Portfolios,
  - Aurora is included in 4,
  - Curaleaf, Cresco, Green Thumb, Trulieve, Village Farms and WM Technology are included in 3.
The 8 companies consist of:
- 4 MSOs, 3 LPs and one (1) company providing services to the industry and
- their average market capitalization is $1,167M.
Of the remaining 21 companies,
- 10 are included in 2 Portfolios and
- 11 are only included in one of the portfolios.

I have put the 8 stocks highlighted above into a portfolio I have named the "Most Bullish Cannabis Stocks" Portfolio and its constituents are DOWN 6.2% YTD which, when included in the above list, ranks #6 out of the 7 portfolios.

None of the above 7 portfolios, however, are publicly traded so the following cannabis ETFs have been added to the contest. Their make-up and performances YTD (as of last Friday) are, in descending order:

Global X Cannabis ETF (POTX): +1.1% YTD
- 20 constituents
  - 57% are Canadian LPs
  - 3% are American MSOs
  - 30% are American Ancillary companies
  - 10% Other (Israeli & Australian companies)
AdvisorShares Pure US Cannabis ETF (MSOS): -3.9% YTD
- 26 constituents
  - 96% are American MSOs
  - 4% are American Ancillary companies