Stock Portfolio

Real-Time Case Study of Micro & Small Cap Companies

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Case Study: Building a Portfolio of Micro & Small Cap Companies

The portfolio below is a case study on building an investment portfolio of Micro and Small Cap companies identified in our stock database. The parameters followed are as follows:

  • Roughly six companies are added to the portfolio each quarter (the portfolio below will contain 25 companies by the close of Q4 (EOY)
  • The portfolio is concentrated in companies in the micro-cap and small-cap space
  • All companies were identified using the Simple Investing Success stock database in the stated quarter (this is to avoid any look ahead bias)
  • Each company will be held in the portfolio for a full year and then swapped out for a new investment (i.e., all companies added in Q1 2021 stock will be held until Q1 2022)
  • Each position is equally weighed at $10,000
Market data updated live during market hours. This ongoing case study is provided for information purposes only and should not be used to make investment decisions without first consulting a financial professional. Be sure to do your due diligence.
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Featured Project

Case Study: Building a Portfolio of Micro & Small Cap Companies

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This material is provided for informational purposes only, as of the date hereof, and is subject to change without notice.
This material may not be suitable for all investors and is not intended to be an offer, or the solicitation of any offer, to buy or sell any securities.

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