These 8 Cannabis Portfolio Performances Range From +/-0% To -12% YTD

I have searched the internet for portfolios consisting exclusively of cannabis and cannabis-related stocks and have found 3. 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 5 portfolios and included two cannabis ETFs to round out the participants in the contest.

The performances of the various portfolios are as follow:

1. *munKNEE.com 's "Just Cannabis Multi-bagger" Portfolio is unchanged 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 and stock price of $1.07 ($0.63 to $1.42) .
2. **munKNEE.com's "Just Cannabis Rags-to-Riches" Portfolio is DOWN 3.7% 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 and stock price of $3.56 ($1.70 to $8.52).
3. U.S.News.com's "7 Best Cannabis Stocks To Buy For 2023" Portfolio is DOWN 5.7% 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 and stock price of $3.26 ($0.75 to $8.52).
4. Cantor Fitzgerald's "Best Cannabis Stocks of 2023" Portfolio is DOWN 6.7% YTD.
   • It consists 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 and stock price of $2.69 ($0.42 to $8.52).
5.  The "Most Bullish Cannabis Stocks" Portfolio is DOWN 7.2% YTD.
   • The 6 portfolios in this list include 29 different cannabis out of the 225 companies tracked by weedstreet420.com, of which:
     • Organigram is included in 5 of the 6 portfolios and
     • Aurora, Curaleaf, Cresco, Green Thumb, Trulieve, Village Farms and WM Technology are included in 4.
   • The Portfolio has an average market capitalization is $1,166M and stock price of $3.40 ($0.81 to $8.52).
6. NewCannabisVentures.com's "Beat the Global Cannabis Stock Index" Portfolio is DOWN 12.3% YTD.
   • It consists of:
     • 4 MSOs, namely: Ascend (AAWH), Ayr (AYRWF), Columbia Care (CCHWF), and Trulieve (TCNNF);
     • 4 LPs, namely: Cronos (CRON), OrganiGram (OGI), Lowell Farms (LOWLF), and Village Farms (VFF); and
     • 4 suppliers of ancillary goods and services to the cannabis sector, namely: CEA Industries (CEAD), Greenlane (GNLN), WM Technology (MAPS), and TILT (TTLTF).
   • The Portfolio has an average constituent market capitalization of $404M and stock price of $1.30 ($0.04 to $6.20).

*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).

None of the above 6 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:

1. Global X Cannabis ETF (POTX): DOWN 4.4% YTD
   • 19 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): DOWN 5.2% YTD
   • 94 constituents
     • 96% are American MSOs
     • 4% are American Ancillary companies

Summary

Below is how all 8 portfolios have performed YTD (as of last Friday), in descending order:

1. The "Just Cannabis Multi-bagger" Portfolio: Unchanged YTD;
2. The "Just Cannabis Rags-to-Riches" Portfolio: -3.7% YTD; 
3. Global X Cannabis ETF (POTX): -4.4% YTD; 
4. AdvisorShares Pure US Cannabis ETF (MSOS): -5.2% YTD;
5. The "Best Cannabis Stocks To Buy For 2023" Portfolio: -5.7% YTD; 
6. The "Best Cannabis Stocks of 2023" Portfolio: -6.7% YTD; 
7. The "Most Bullish Cannabis Stocks" Portfolio: -7.2% YTD;
8. The "Beat the Global Cannabis Stock Index" Portfolio: -12.3% YTD

For comparison purposes, the S&P 500 is +3.4% YTD.

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