Small-cap · Value
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Small-cap · Value
Twelve names, twelve theses, no exceptions. I publish a 4,000-word annual update on each holding whether anyone reads it or not.
| Cost |
|---|
| Price |
|---|
| Day |
|---|
| Since buy |
|---|
| IJR | iShares Core S&P Small-Cap | Other | 28.4% | $119.77 | $143.39 | −0.19% | +19.7% |
| VBR | Vanguard Small-Cap Value ETF | Other | 23.8% | $205.43 | $241.10 | −0.09% | +17.4% |
| AAON | AAON Inc. | Industrials | 21.2% | $94.48 | $131.26 | +3.20% | +38.9% |
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Magnolia Value is five weeks old. Three names anchored, two index sleeves standing in for the next four, and a watchlist of twenty-eight that I'm not in any hurry to whittle. A note on the operating posture, since some of this is going to look unusual on the holdings page.
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