The 25 stocks in the munKNEE.com Pure-Play Pot Stock Portfolio are down 16.9% YTD and the 14 American Multi-State Operators (MSOs) within the portfolio are up 15.5%, on average. That compares extremely favorably with the seven Canadian Licensed Producers (LPs) in the portfolio which are down 45.3%, on average, YTD. 9 of the 14 MSOs are UP from the beginning of the year (only 1 of the 7 LPs is) and this article identifies the extent to which each of the 10 have done so.

The 10 best performers by sector since the beginning of 2020, in descending order, are as follows:

Licensed Producers

1. Rubicon (ROMJF) 73.1% (read Rubicon Organics Q2 Financials Show Major Improvement In Operations)

Multi-State Operators

1. TerrAscend (TRSSF) +115.1%  (read TerrAscend Q2 Financial Report Shows Further Improvement In All Aspect Of Operation)
2. Trulieve (TCNNF) +74.0% (read Trulieve Q2 Financials Show Record Revenue)
3. Planet 13 (PLNHF) +68.9% (read Planet 13 Q2 Financials Hit Hard By Effects Of COVID-19)
4. Jushi (JUSHF) +55.1%  (read Jushi Holdings' Q2 Report Outpaces Other MSOs)
5. Columbia (CCHWF) +50.6% (read Columbia Care's Q2 Results Strongest In History)
6. Green Thumb (GTBIF) +41.5%  (read Green Thumb Industries Q2 Financial Results Are Impressive Across The Board)
7. Ayr (AYRSF) +39.0% (read Ayr Strategies Reports Disappointing Q2 Results)
8. Curaleaf (CURLF) +15.5%  (read Curaleaf Q2 Financials)
9. cbdMD (YCBD) +5.3%

The fact that the above 10 stocks are up YTD suggests that the companies are well managed, well-financed, and executing their respective business plans in such a manner as to have the confidence of serious marijuana stock investors and, as such, they deserve your attention.

The 25 pure-play stocks in the munKNEE.com Pure-Play Pot Stock Portfolio are just that - pure - deriving 100% of their revenue from the sale of recreational and medicinal cannabis and consumption-related products. As such, unlike every marijuana ETF (see this TalkMarkets article) and every other cannabis tracking index (see this TalkMarkets article), the portfolio  excludes  "wanna-be" companies that generate little, if any, of their total revenue from the cannabis industry so as to reflect the true health of the marijuana industry in the U.S. and Canada.