Under the Radar Report has delivered an average return of 41% on all our small cap stocks since 2011.
This includes stocks that haven't performed well, and our top 10 best performing stocks have returned an average of 619%.
At Under the Radar Report: Small Caps, we look for value, which means a company that is covering its costs, but has an option on greatness. These kinds of investments aren't found anywhere else.
Our Small Cap Performance
Under the Radar Report has delivered an average return of 41% on all our small cap stocks since 2011. This is over eight years and over 200 recommendations.
To ensure we are true to our word we are the most transparent stock research newsletter on the market. Subscribers and those who have a current free trial can login online and download the full listing of all the 100 ASX listed small caps we cover with the key investment metrics and our current views on each small cap stock. This spreadsheet is updated weekly. (and yes, you can see the stocks that have done really well, and we don't hide the ones that haven't).
Subscribers: to download this spreadsheet, please login, then click on the 'Download Performance Tracker' green button on the dashboard.
8 Years of Under the Radar Report: Our Big Small Cap Winners and Losers
It's interesting to see in the past eight years our biggest small cap stock winners and losers. Although some of our biggest losers have lost big time, the rewards for the stocks that outperform, do so to a much greater degree. It's all about having a diversified portfolio and not putting all your money into one or two shares.
Small Cap Portfolio Performance Update
Our Small Cap Portfolio manager, "The Idle Investor" is an experienced and long-term investor.
Small Cap Portfolio strategy
Over the long-term we are selecting a number of small cap stocks to deliver a small cap portfolio with a relatively low level of volatility and risk. This is definitely not a set and forget portfolio, but is intended to allow the holder to sleep easily at night, and benefit from exposure to higher quality small cap stocks that have big potential.
Blue Chip Stocks
Interested in advice on the Blue Chip stocks in your portfolio, which are among the top 100 on the ASX by market cap, click here. We cover over 40 Blue Chip stocks where we give Price Targets on each of them in our fortnightly Blue Chip Value report.
SMALL CAPS SHARES WILL BOOST YOUR INVESTMENT RETURNS
The share market goes up and down, and historically it rises more than it falls in seven out of ten years. On average, you can expect returns of 10.5% a year. But you need small caps to really boost your portfolio. We help you choose small caps for your portfolio and we are delivering strong returns for our subscribers.
SMALL CAP STOCKS IN A BALANCED PORTFOLIO
At Under the Radar Report we don't advocate avoiding big listed companies, or indeed any of the asset classes - property, fixed interest, or even art. What we do say is that you can't achieve the kinds of gains in other investments that you can in ASX listed small cap shares.
SMALL CAPS WILL GIVE YOU THE GROWTH YOU NEED
To achieve 10.5% a year you need to hit the ball out of the park on one or two investments. This is what ASX listed Small Caps can do for you. We look for small caps with growth that are currently priced cheaply.
Small Caps can be at the risky end of the investment spectrum which is why you need strong underlying analysis of these companies. Small Caps really can grow a portfolio as seen here with Bolnisi Gold. And at Under the Radar Report, we provide you with institutional grade stock research, show you how to structure a portfolio plus give you frank interviews with the top performing small cap fund managers.
BUT MAKE SURE YOU ACHIEVE A DIVERSIFIED PORTFOLIO!
Under the Radar helps you achieve a diversified portfolio by providing you with model portfolios, at the small cap end and for blue chip subscribers, at the big cap end of the spectrum.
If your portfolio is composed of less than five stocks you are heavily exposed to stock specific risks. This year ANZ is down 10% and the other big banks on the ASX aren’t fairing much better. If half your portfolio is in the banks then you’re going to be in the red. Diversification reduces this stock specific risk.
The S&P/ASX 200 Index is heavily concentrated with the top 20 by market capitalisation representing about 65% of its total size. You would need to own at least those 20, plus hold another 30 to safely replicate its performance. Diversification is important, but not at any cost!
Small Caps provide you with valuable diversification because there are so many more of them, over 2000 in fact. And they operate in a diverse array of industries and markets.
You need Small Cap information - and you'll find it here.
Many so-called growth stocks have been hit hard during the recent share market correction. But even at current levels, which are still high, investors are confident that their earnings will appreciate. These companies have high “price risk”. If there is any softening of their earnings growth, their share prices are extremely vulnerable to big falls.
In contrast, what you see with Small Caps, is “information risk”. In these companies their historic earnings performance can often bear little resemblance to their future earnings. And so you need good research before you invest in them.
UNDER THE RADAR REPORT GIVES YOU THE SMALL CAP INFORMATION YOU NEED
The Small Caps Under the Radar Report covers and advocates buying are often not covered anywhere else. Fund managers are often not interested in small caps, because they are too small and it is hard for big funds to get a meaningful stake.
Under the Radar Report adopts a proprietary investment process in order to look for Small Caps that match our criteria. In addition to analysing company announcements and financials, we spend a great deal of time speaking to the management of the small cap company.
Find out what the Top Performing Small Cap Fund Managers are investing in. We interview the top performing Small Cap Fund Managers to give our subscribers’ access to professional investors’ expertise – both on the market in general, and what ASX Small Cap Stocks they are buying and selling.
If you want an edge in your portfolio, small caps will provide you with real growth.
Another tip for using the site is to look through our Research Summary, which is under the Research tab. This is good ready reckoner of our universe, which like the Milky Way, is constantly expanding.
Subscribe to Under the Radar Report. It’s the best investment you’ll ever make.