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With the addition of the 2 cannabis ETFs mentioned in this article, there are now 8 portfolios competing for the highest returns this year in cannabis stocks. Their performances have ranged from No Change YTD to an impressive +17.7%. Below are the details, in descending order, of average constituent market capitalizations by Portfolio.

1. munKNEE.com has edited its "Rags-to-Riches" Portfolio to exclude non-cannabis stocks and come up with a new cannabis-centric portfolio named the "Just Cannabis Rags-to-Riches" Portfolio which consists of:
   • 6 MSOs, namely: Cresco (CRLBF), Curaleaf (CURLF), Green Thumb (GTBIF), TerrAscend (TRSSF), Trulieve (TCNNF), Verano (VRNOF), and
   • 3 LPs, namely: Canopy Growth (CGC), Cronos (CRON) and Tilray (TLRY).
     • The Portfolio has an average constituent market capitalization of $1,622M.
2. U.S.News.com has put together a basket of 7 constituents named the "7 Best Cannabis Stocks To Buy For 2023" Portfolio consisting 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.
3. InsiderMonkey.com has put together a basket of 10 constituents named the "10 Best Cannabis Stocks To Buy Now" Portfolio consisting 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.
4. Cantor Fitzgerald has put together a basket of  9 constituents named the "Best Cannabis Stocks of 2023" Portfolio 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.
5. NewCannabisVentures.com, has put together a basket of 15 constituents named the "Beat the Global Cannabis Stock Index" Portfolio consisting 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.
6. munKNEE.com has edited its "Multi-bagger" Portfolio to exclude non-cannabis stocks and come up with a new cannabis-centric portfolio named the "Just Cannabis Multi-bagger" Portfolio which consists of:
   • 6 MSOs, namely: Acreage (ACRDF/ACRHF), Ascend (AAWH), Ayr (AYR), Columbia Care (CCHWF), Jushi (JUSHF), Planet 13 (PLNHF), and
   • 2 LPs, namely: Aurora (ACB) and Organigram (OGI).
     • The Portfolio has an average constituent market capitalization of $196M.

None of the above portfolios are publicly traded so the following cannabis ETFs have been added to the contest with their make-up and performances YTD, in descending order, and how they did last week:

1. Global X Cannabis ETF (POTX): +14.2% YTD; +2.7% last week
   • 20 constituents
     • 57% are Canadian LPs
     • 3% are American MSOs
     • 30% are American Ancillary companies
     • 10% Other (Israeli & Australian companies)
2. AdvisorShares Pure US Cannabis ETF (MSOS): +1.3% YTD; +7.9% last week
   • 26 constituents
     • 96% are American MSOs
     • 4% are American Ancillary companies

Summary

Below is how all the above portfolios have performed YTD, in descending order, and how they did last week:

1. The "10 Best Cannabis Stocks To Buy Now" Portfolio: +17.7% YTD; +13.0% last week
2. The "Just Cannabis Multi-bagger" Portfolio: +16.0% YTD; +3.2% last week
3. Global X Cannabis ETF (POTX): +14.2% YTD; +2.7% last week
4. The "Beat the Global Cannabis Stock Index" Portfolio: +13.9% YTD; +8.9% last week
5. The "Just Cannabis Rags-to-Riches" Portfolio: +2.7% YTD; +6.0% last week
6. AdvisorShares Pure US Cannabis ETF (MSOS): +1.3% YTD; +7.9% last week
7. The "Best Cannabis Stocks To Buy For 2023" Portfolio: +0.1% YTD; +6.6% last week
8. The "Best Cannabis Stocks of 2023" Portfolio: No Change YTD; +7.2% last week

More By This Author:

The "Multi-Bagger" Portfolio Continued To Outperform The S&P 500 Last Week
How The 5 Cannabis Categories Performanced Last Week
The "Rags-To-Riches" Portfolio Continued To Outperform The S&P 500 Last Week