Small Caps with Growth
Buys small companies worth between 10 and 500 million dollars whose revenue and earnings per share both grew by at least 30 percent in the latest quarter and whose earnings power ranks in the strongest sixth of all shares. Only shares our own deep-dive analysis rates green are bought — yellow or no analysis at all is not enough. The list is usually short, so the portfolio often holds a lot of cash. New positions are added once a month; a share is sold as soon as it drops off the list or as soon as the share is no longer rated green.
This portfolio buys shares.
- Performance
- 0.00%
- Lead over QQQ
- −0.86%
- Largest drawdown
- 0.00%
- Win rate
- —
- Cash ratio
- 100.0%
- Portfolio value
- $100,000
Performance against the yardsticks
What the portfolio holds
Nothing is held at the moment — the entire capital sits in cash.
The rules of this portfolio
- Buys
- once a month
- Sells
- checked every trading day: rating turned red, stop-loss hit, holding period over, or the stock dropped out of the selection.
Every trade with its reason
The complete history of this portfolio, most recent trade first. It is never truncated — it doubles as the recommendation history required by Art. 4(1)(i) of Delegated Regulation (EU) 2016/958.
This portfolio has not traded yet.