TM Editors Note: This article discusses one or more penny stocks and/or microcaps. Such stocks are readily manipulated; do your own careful due diligence.

• For the past 12 months I have been:
  • tracking the performance of 25 pot stocks that meet the criteria* for inclusion in the munKNEE Pure-Play Pot Stock Index and
  • writing daily articles on the performance of
    • the index,
    • each of the 25 constituents and
    • each of the 3 sector categories the constituents operate in (see here).
• I was so impressed with what I was seeing I
  • created a personal pot stock portfolio in June consisting of the 11 best performing "momentum" stocks in the sector up until that time based on the assumption that their out-performance was due to the companies being:
    • well managed,
    • well-financed, and
    • executing their respective business plans to a  "t". 
  • In addition, I was very impressed with the quarterly financial/operating results reported by the companies over that time period.  
• I couldn't be happier with the results.  
  • My portfolio is UP 125.6% since then 
  • with the portfolio advancing month-over-month in 4 of the 5 months since then
  • and not even one constituent declining in price.
• This article identifies those stocks and their percentage increases since the end of June.

 The performance of the 11 stocks since the end of June are as follows, in descending order:

1. TerrAscend (TRSSF) +366%
2. Planet 13 (PLNHF) +217%
3. Ayr (AYRSF) 193%
4. Jushi (JUSHF) +191%
5. Cresco (CRLBF) +144%
6. Trulieve (TCNNF) +137%
7. Green Thumb (GTBIF) +112%
8. Aphria (APHA) +95%
9. Curaleaf (CURLF) +80%
10. Canopy (CGC) +78%
11. Columbia (CCHWF) +69%

To be fair, and to put things in perspective, the munKNEE Pure-Play Pot Stock Index, as a whole, is up "only" 81.6% since the end of June compared to the 125.6% for my portfolio of 11 stocks. That being said, however, 5 of the remaining 14 index constituents (Aurora, Organigram, Medicine Man, Neptune, and Valens) actually declined in price from the end of June (-51.4% on average) while the other 9 advanced but by "only" 29.7% on average

*The munKNEE Pure-Play Pot Stock Portfolio consists of only the 25 companies, out of a universe  of over 200 exchange-traded cannabis and related stocks, that derive 100% of their revenue from the sale of cannabis or cannabis consumption products and consistently trade for at least US$1/share to reflect the true health of the marijuana industry in the U.S. and Canada

Please leave any views or questions you have in the Comments section below. Thank you.