Just two months after its creation, the portfolio handily is beating the Russell 2000 Index and Russell Microcap Index.
The list is dominated by retailers, of which there are four; that's unfortunate, given the pressure that sector is facing these days.
My tracking portfolio is flat for the year to date, though there have been wildly divergent performances by the constituent stocks.
An eclectic mix of 20 companies made my cut of stocks trading at 1x to 2x net current asset value.
Hillary Clinton's exit from politics -- aka Clexit -- could produce the chance to pick up bargains in its wake.