Are you tired of seeing your investments in mutual funds or direct stocks under-performing? Do you find investing in individual stocks too time-consuming and risky?
If you’re someone who’s looking for a better way to invest in the stock market, Smallcase offers a comprehensive approach to investing that can help boost your returns. By leveraging the expertise of top industry professionals, Smallcase provides a simple, user-friendly platform that can help you achieve your investment goals with ease.
You might have heard the term before, but aren’t sure where to start? Or how it can help you achieve your financial goals?
By the end of this article, you’ll not only have a clear understanding of what smallcase investing is, but you’ll also know why it’s gaining popularity and how you can use it to your advantage.
Smallcase is an innovative investment platform that allows you to invest in pre-built researched portfolios from top SEBI registered investment experts/advisors based on your investment goals and risk tolerance.
Smallcase functions like the Amazon of investing, providing a user-friendly platform that seamlessly connects investors, stockbrokers (DMAT trading accounts), and investment advisors in a single location. With Smallcase, you can efficiently manage your investment portfolio, access expert advice, and execute trades with ease, all without the hassle of navigating multiple platforms.
You can invest in basket of stocks, exchange-traded funds (ETFs), and other securities with a single transaction. Compared to mutual funds or direct stocks, smallcase offers lower fees, greater transparency, and more control over your portfolio.
Now, you may be wondering why you should choose smallcase investing over traditional stocks or mutual funds. That’s a great question, and one that we’ll address in this guide.
In this post, we’ll cover three key topics related to smallcase investing.
First, we’ll explain what smallcase investing is and why it’s worth considering, especially in comparison to stocks and mutual funds.
Next, we’ll discuss how smallcase investing works and the costs associated with it.
Finally, we’ll outline the risks involved in smallcase investing and how to mitigate them.
To invest in stocks market there are three methods:-
One is direct stock investment which requires expertise, time, and knowledge of key principles like capital management, diversification, and allocation. Unfortunately, many investors make basic mistakes when trading stocks directly. These include not conducting sufficient research, being overconfident, letting emotions dictate investment decisions, failing to diversify, and attempting to time the market. Additionally, investors may become forced into short-term trading due to these mistakes. To avoid these pitfalls, investors should prioritize research, diversification, and a long-term investment mindset.
To avoid these common mistakes of direct stock investing, there are convenient options available that provide professional management, diversification, and customization. Mutual funds and smallcase portfolios are two such options that can offer diversification and convenience, while also reducing your risk.
With a mutual fund, you can buy a portfolio of stocks managed by a professional fund manager, while with a smallcase, you can customize your own portfolio of stocks based on your investment goals and risk tolerance. By investing in these tools, you can reduce the risk of making basic mistakes in direct stock trading and increase your chances of success in the long run.
What is smallcase?
Smallcase is a unique investment platform that offers pre-built portfolios (known as Smallcases) of stocks and exchange-traded funds (ETFs) based on different themes, such as technology, banking, or healthcare. These portfolios are managed by expert professionals and are designed to provide diversification and higher returns than individual stocks or mutual funds’ investments.
Smallcase aims to buy a diversified portfolio of stocks based on a specific idea or industry or theme, rather than just buying one stock. This means that you can invest in a whole group of stocks that are related to a certain industry like chemical, pharma, or auto industry or theme like rural which reduces your risk if any one company does poorly.
Not only does smallcase aim to offer higher returns and diversification, it also saves you time and effort. With smallcase, you don’t have to research individual stocks or manage your portfolio actively. The professionals do that for you, leaving you with more time for other things.
With pre-built portfolios, professional management, and higher returns, smallcase offers a more efficient and profitable investment option.
If you’re a mutual fund or direct stock investor struggling with low returns, lack of time, or expertise, it’s time to consider investing through smallcase.
You may be wondering about how smallcase is different than mutual funds and whether smallcases are better investment options than mutual funds?
Smallcase is different from mutual funds in that it allows investors to invest in specific ideas or themes rather than investing in a diversified pool of stocks or assets managed by a fund manager.
Smallcase offers a more targeted approach to investing, allowing investors to capitalize on specific market trends or themes. Smallcases provide investors with the flexibility to invest in a portfolio of stocks that align with their investment objectives and beliefs. Additionally, smallcases offer investors the ability to customize their portfolio by including or excluding specific stocks from the pre-built smallcase.
For example, if an investor believes that the rural sector of India will experience significant growth in the next 10-20 years, they can invest in a smallcase that includes companies that are expected to benefit from this growth. Similarly, if an investor believes that the Indian middle class will continue to expand, they can invest in a smallcase that includes companies that are expected to benefit from the growth of the middle class.
This is different from mutual funds, which offer a more diversified approach to investing, spreading the risk across a larger pool of assets.
One advantage of investing in smallcase is that you have complete control and ownership of your investments at all times. You can connect your smallcase to your Demat account with popular brokers like Zerodha, Upstox, 5paisa, Angel Broking, and more.
This means that whenever you buy or sell a smallcase, the stocks will be directly held in your Demat account. As a result, you have full ownership of your stocks and can manage them independently.
Mutual funds offer a high degree of diversification because they invest in a large number of stocks across various sectors. This diversification helps to reduce the risk of loss due to the poor performance of any one sector or idea.
| Investment Goals/Preferences | Mutual Funds | Smallcase Portfolios |
|---|---|---|
| Professional Management | ✔️ | ✔️ |
| Customization | ❌ | ✔️ |
| Control Over Investment Selection | ❌ | ✔️ |
| Diversification Across Asset Classes | ✔️ | ❌ |
| Automatic Rebalancing | ✔️ | ❌ |
| Lower Fees | ✔️ | ❌ (Higher % of fees) |
| Accessibility | ✔️ | ❌ (May not be suitable for investors with small investment capital) |
| Type of Investor | Better Option |
|---|---|
| Investors with a low investment amount and limited knowledge of investing | Mutual Funds |
| Investors with a high investment amount and a desire for customization | Smallcase Portfolios |
| Investors seeking professional management and broad diversification across asset classes | Mutual Funds |
| Investors seeking control over their investments and individual stock selection | Smallcase Portfolios |
| Investors seeking automatic portfolio rebalancing | Mutual Funds |
How does smallcase investing work?
Smallcase investing is a straightforward process that can be completed in a few easy steps:
- Select a smallcase portfolio: Choose a pre-built portfolio from SEBI registered investment experts/advisors that aligns with your investment goals and risk tolerance.
- Fund your account: Once you have selected a smallcase, you can fund your account by transferring money from your bank account.
- Buy the smallcase: After funding your account, you can buy the smallcase with a single transaction.
- Monitor your investments: Keep track of your investments through the smallcase dashboard, which provides real-time updates on the performance of your portfolio.
- Last crucial step is rebalancing which is adjusting the portfolio’s asset allocation back to its original or target allocation. This is typically done to ensure that the portfolio continues to align with the investor’s investment goals and risk tolerance over time.
To get started, you need to connect your Demat account to your Smallcase account. If you don’t have a Demat account, open one with Zerodha, HDFC Securities, Kotak Securities, Edelweiss, 5Paisa, Axis Direct, Angel Broking, ICICI Direct, Sharekhan or Upstox.
Once you log in, you can browse all the available Smallcases for free. For example, the Rising Rural Demand Smallcase comprises stocks of companies that cater to the rural sector. The Indian Middle Class Smallcase includes stocks of companies such as Asian Paints, Bajaj Auto, Hero, and Tata Group, among others. The ratio of stocks in each Smallcase is developed by thorough research to ensure optimal performance.
Let’s take a look at the second step involved in using smallcase – buying into a smallcase.
This process is quite simple, but before you proceed, make sure that your Demat account is already connected. On the screen, you can see “All Weather Investing,” which is a recommended smallcase for beginners or anyone who hasn’t started their stock investing journey yet. All Weather Investing offers a well-balanced portfolio consisting of gold (40%), equity (40%), and fixed income (20%). The equity portion is further divided into small caps and NIFTY50, which represents the top 50 stocks on the Indian Stock Exchange. The fixed income component provides a guaranteed return, similar to a Fixed Deposit, but with better performance. This combination of assets provides a good rate of return, with the gold and fixed income portions acting as a safeguard against any potential downturn in the equity market. In fact, over the past four years, All Weather Investing has delivered a return of 12.27%, which is impressive given its minimal risk profile.
Free vs Paid Smallcases
Smallcase offers both paid and free smallcases. Free smallcases are completely free to buy and hold, while paid smallcases come with a one-time fee or a subscription fee.
When you invest in a paid smallcase, you get access to more advanced strategies, research and analysis, and a dedicated team of experts who monitor the smallcase and make changes to it when necessary.
However, free smallcases can also be a good option for beginners or those who want to start investing with a smaller amount of money. They offer a good introduction to the world of investing and can help you get a feel for how the market works.
Ultimately, the decision to invest in a paid or free smallcase depends on your investment goals, risk appetite, and budget. It’s important to do your research and understand the fees and risks associated with each option before making a decision.
“Top-Performing Free Smallcases to Maximize Your Returns: Best Picks of Last One Year”
We have identified a list of the top-performing smallcases that have shown impressive performance over the past year. These smallcases have delivered strong returns and are available for use without any fees. So, if you’re an investor looking to maximize your returns without incurring any additional costs, these smallcases are worth exploring
| Smallcase Name | Smallcase Manager | Description | Min. Amount | 1Y Returns | Volatility | Free or Paid |
|---|---|---|---|---|---|---|
| Infra Tracker | Windmill Capital | Companies to efficiently track and invest in the infrastructure sector | ₹ 40,327 | 16.82% | Med. Volatility | Free Access |
| Dividend Kings | Angel One | Portfolio of companies that have given consistently higher dividends | ₹ 147 | 16.29% | Med. Volatility | Free Access |
| FMCG Tracker | Windmill Capital | Companies to efficiently track and invest in the FMCG sector | ₹ 42,049 | 14.62% | Med. Volatility | Free Access |
| Transporting India | Windmill Capital | Rapidly growing logistics companies that are fueled by GDP revival and e-commerce growth | ₹ 39,508 | 12.26% | Med. Volatility | Free Access |
| Auto Tracker | Windmill Capital | Companies to efficiently track and invest in the auto sector | ₹ 44,283 | 11.86% | Med. Volatility | Free Access |
| Growth & Income | Windmill Capital | Efficiently managed dividend paying companies screened using Kevin Matras’ criteria | ₹ 43,553 | 9.94% | Med. Volatility | Free Access |
| Energy Tracker | Windmill Capital | Companies to efficiently track and invest in the energy sector | ₹ 22,007 | 9.19% | Med. Volatility | Free Access |
| NG5050 Momentum | Weekend Investing | Free NIFTY and GOLD ETF Portfolio | ₹ 389 | 8.11% | Med. Volatility | Free Access |
| Equity & Gold | Windmill Capital | Create wealth with equities, stay protected with Gold. The sweet spot | ₹ 151 | 7.68% | Low Volatility | Free Access |
| Banking Tracker | Windmill Capital | Companies to efficiently track and invest in the banking sector | ₹ 12,779 | 7.38% | High Volatility | Free Access |
“Top-Paid Smallcases for High Returns: Invest in These Best Picks for Maximum Profits”
If you’re an investor looking to explore smallcases that offer high returns, we’ve got you covered. We’ve compiled a list of the top-paid smallcases that have delivered impressive performance over the last one year.
| Smallcase Name | Smallcase Manager | Description | Min. Amount | 1Y Returns | Volatility | Free or Paid |
|---|---|---|---|---|---|---|
| Omni Bharat Defence | Omniscience Capital | Defend Bharat with an attacking portfolio. (Rec Amt >5Lac or Min + 10K SIP) | ₹ 88,500 | 65.56% | High Volatility | Paid |
| Quantace Startup India Unicorns | Quantace Research | Identify listed cos with startup characteristics for the Next 1000 Indian unicorns. Rec : 5-15 lacs | ₹ 23,297 | 50.47% | High Volatility | Paid |
| Omni Bullet Train | Omniscience Capital | Bullet Trains, Vande Bharat & Metro-Putting India on the fast track (Rec Amt >5Lac or Min + 10K SIP) | ₹ 45,320 | 36.17% | High Volatility | Paid |
| Top 10 Techno Funda | Nooresh Merani | Top 10 Stocks based on a Mix of Technical Analysis and Fundamental Analysis. | ₹ 26,976 | 33.88% | High Volatility | Paid |
| Omni Super Dividend – High Income Portfolio | Omniscience Capital | Portfolio of SuperNormal companies with SuperNormal Dividend Yields. (Rec Amt >4Lac or…) | ₹ 1,12,000 | 32.38% | Low Volatility | Paid |
| Underdogs too will shine – Series 1 | Ambareesh Baliga | Capturing Alpha from Non-Belief to Dis-belief – Rec Amt 4-5L | ₹ 60,695 | 32.17% | Med. Volatility | Paid |
| Quantace Chetak Momentum(Aggressive) Factor | Quantace Research | Quantace Aggressive Momentum basket. Stocks in Top 500 sorted by Marketcap. Rec Size : 5-10 Lakhs | ₹ 43,429 | 26.19% | High Volatility | Paid |
| Quantace Auto Stars | Quantace Research | Quantace’s Preferred Picks in the Auto Sector | ₹ 20,518 | 25.70% | High Volatility | Paid |
| Gulluck Of Stocks Near 100 Smallest Sip Ideas. | Gaurav Sharma | Even a Smallest Saving can be easily converted to Investment Opportunities in Stocks Near 100 Only . | ₹ 1,493 | 25.26% | High Volatility | Paid |
| Mystic Wealth Value (MWV) | Mystic Wealth | MWV is a Value based portfolio sniffing inefficiencies in SpinOffs. management change and GARP | ₹ 3,00,000 | 24.13% | Low Volatility | Paid |
“Top-Performing Free Smallcases to Maximize Your Returns: Best Picks of Last Three Year”
| Smallcase Name | Smallcase Manager | Description | Min. Amount | 3Y Returns | Volatility | Free or Paid |
|---|---|---|---|---|---|---|
| IT Tracker | Windmill Capital | Companies to efficiently track and invest in the IT sector | ₹58,149 | 203.20% | Med. Volatility | Free Access |
| Transporting India | Windmill Capital | Rapidly growing logistics companies that are fueled by GDP revival and e-commerce growth | ₹39,461 | 201.35% | Med. Volatility | Free Access |
| The Naked Trader | Windmill Capital | Low-debt companies showing healthy growth. Criteria set by top trader Robbie Burns | ₹33,638 | 197.56% | Med. Volatility | Free Access |
| ARQ Prime by Angel One | Angel One | 15 stock portfolio selected based on multi factor model and quantitative analytics | ₹31,016 | 196.98% | Med. Volatility | Free Access |
| Growth & Income | Windmill Capital | Efficiently managed dividend paying companies screened using Kevin Matras’ criteria | ₹43,613 | 193.84% | Med. Volatility | Free Access |
| Electric Mobility | Windmill Capital | Companies driving India’s transition to electric vehicles. Transport’s new era | ₹30,510 | 191.51% | Med. Volatility | Free Access |
| Digital Inclusion | Windmill Capital | Companies spearheading and benefitting from the digital revolution in India | ₹16,564 | 175.67% | High Volatility | Free Access |
| Metal Tracker | Windmill Capital | Companies to efficiently track and invest in the metal sector | ₹12,447 | 167.30% | High Volatility | Free Access |
| Dividend Aristocrats | Windmill Capital | Companies that have been consistently increasing dividends. Extra goodness | ₹55,311 | 147.34% | Med. Volatility | Free Access |
| Auto Tracker | Windmill Capital | Companies to efficiently track and invest in the auto sector | ₹44,246 | 135.29% | Med. Volatility | Free Access |
“List of Top-Paid Smallcases Performed in last three years : Invest in These Best Picks for Maximum Profits”
| Smallcase Name | Smallcase Manager | Description | Min. Amount | 3Y Returns | Volatility | Free or Paid |
|---|---|---|---|---|---|---|
| Listed Venture Capital | Lotusdew Wealth | Venture Capital style investments into small listed companies with quality governance board… | ₹ 46,657 | 360.10% | Low Volatility | Paid |
| Mid and Small Cap Focused Portfolio | Niveshaay | This portfolio contains mid and small cap size companies available at reasonable valuations… | ₹ 29,634 | 322.86% | High Volatility | Paid |
| Value & Momentum | Windmill Capital | Positive momentum stocks available at a discount to their peers | ₹ 34,292 | 266.82% | High Volatility | Paid |
| High Quality Right Price | Green Portfolio | Invest in stocks that will benefit from Aatma Nirbhar Bharat theme! (Rec amt 5-10 lakhs) | ₹ 14,391 | 207.27% | High Volatility | Paid |
| Mi_MT_Allcap | Weekend Investing | Pick Strongest Momentum among all highly liquid NSE stocks | ₹ 55,568 | 201.24% | Low Volatility | Paid |
| High Dividend Yield and Capital Appreciation | Green Portfolio | Invest in High Dividend Yield and Growth Stocks (Rec amt 5-10 lakhs) | ₹ 24,204 | 188.64% | High Volatility | Paid |
| Mi_ST_ATH | Weekend Investing | Chasing Strongest Momentum among All Time High stocks | ₹ 13,184 | 180.21% | High Volatility | Paid |
| Mystic Wealth Value (MWV) | Mystic Wealth | MWV is a Value based portfolio sniffing inefficiencies in SpinOffs. management change and GARP | ₹ 3,00,000 | 161.01% | Low Volatility | Paid |
| Dividend Stars | Windmill Capital | High dividend yield companies with a track record of not cutting dividends | ₹ 39,987 | 153.19% | Med. Volatility | Paid |
| Straight Flush | Windmill Capital | Quality stocks showing consistent earnings growth | ₹ 38,163 | 138.87% | Med. Volatility | Paid |
Why there is a Minimum Amount to invest in smallcase?
The Minimum Amount to invest in a smallcase is the minimum amount required by the smallcase manager to ensure that the smallcase is effectively managed and to cover the transaction costs associated with investing in the smallcase.
Smallcase managers typically create a portfolio of stocks or ETFs based on a specific investment theme or strategy. To manage the portfolio effectively, they need to invest a certain minimum amount in each stock or ETF, which can result in a significant total investment amount.
In addition, there are transaction costs associated with buying and selling stocks or ETFs, including brokerage fees and taxes. These costs can eat into the returns generated by the smallcase, particularly for small investments. Therefore, the minimum amount required to invest in a smallcase helps to cover these transaction costs and ensure that the smallcase remains viable and profitable for the smallcase manager and investors.
What is Rebalancing in case of SmallCase Investments?
Rebalancing is a crucial step in managing a smallcase portfolio. It involves regularly evaluating the stocks and their respective weightage in the portfolio to ensure they are aligned with the market conditions and industry trends.
Smallcase experts work on this task, ensuring that your portfolio is always optimized. They will notify you via email when a rebalance is necessary, and all you have to do is visit the smallcase website or app and complete the rebalancing process with just two clicks. So, you can relax knowing that your portfolio is in good hands, and you can focus on other important things in life.
Important points to Remember while rebalancing smallcase?
During rebalancing, when you sell your investments you get only 80% of margin to buy and rest 20% will be available on the next day. If this happens, smallcase will notify you with an alert and guide you through the process.
For instance, let’s say your sell value is ₹80,000, and your buy value is ₹75,000. However, you can only use 80% of the sell value, which amounts to ₹64,000 today. If you choose to rebalance your smallcase portfolio, the platform will show you the available amount you can use to buy new stocks and the gap amount that you need to pay to complete the transaction. For example, the gap amount could be ₹11,000. If you do not have enough funds in your Demat account, you have two options.
Firstly, you can add funds to your Demat account to complete the transaction. Secondly, you can choose to continue with the transaction, and smallcase will execute all the possible transactions on the same day. The remaining transactions can be completed the next day with the 20% amount that you will receive. In this case, the user chose to continue with the transaction despite the lack of funds.
Once you confirm the order, the platform will place the order and wait for its status. You can monitor the progress of your order from your Demat account, as smallcase directly places the order in your Demat account. In this case, all the transactions were successful, and the user did not face any issues.
How Mutual funds are better than SmallCase?
One key difference is the minimum investment amount. Smallcases typically require a higher minimum investment amount, which can be a barrier for some investors who may not have a large amount of capital to invest. In contrast, mutual funds usually have a lower minimum investment amount, often as low as Rs. 500 or Rs. 1,000, making them more accessible to a wider range of investors.
Trick to increase returns in mutual funds and smallcase?
The trick to increase long-term returns in a smallcase or mutual fund is to follow the three steps as below:-
- 1. Start with systematic investment plan (SIP) – Investing in mutual funds or smallcase via SIP will help reduce the impact of market volatility on your investments and need to time the markets, as you invest regularly irrespective of the market conditions during the up and down phase of the market. So, the basic motive is to invest regularly and get the average price of the market movement during a time period. Remember, this investment will give an average return on your investments.
- 2. Buying the Dips – to increase the returns we have to follow one simple strategy by investing more when your investments show negative returns. Buy in multiples of sip amount when the market shows negative returns to reduce average long term purchase cost.
Word of Caution – It is important to stay invested for a long time, preferably for a period of 5-10 years, to realize the potential of your investments, and
Average down is only applicable to basket of stocks and investment ideas or sectors. Specially in mutual funds as they diversify their investments in multiple sectors. While in case of smallcase, we may invest in one sector or a theme, which make it prone for under performance for a long period of time like real estate post 2008 financial bubble. - 3. Pyramid more when market is in growth phase to increase short term returns.
The key to maximizing returns through this approach is to buy more when the market is down and add to your investment when the market is in the growth phase. This helps to reduce the cost of purchase and increase returns over the long term.
Charges in Smallcase Investments?
Let’s talk about the charges for smallcase, which come in three different types.
First, there are charges by smallcase itself. When you invest in a smallcase, you will have to pay a one-time fee of ₹100 plus GST, which amounts to ₹118. This fee is applicable for all smallcases, regardless of whether they are paid or free, and how much you have invested in them. However, if your investment amount is less than ₹4000, you will have to pay 2.5% instead of ₹100. For example, if you invest ₹1000, you will have to pay ₹25 only.
After the one-time fee, there are brokerage charges, which are related to your Demat account. When you buy a stock and take its delivery (i.e., not selling it on the same day), there are different charges applicable. Zerodha, for instance, doesn’t charge any brokerage. However, there is an Exchange Turnover Fee (ETF) of 0.00325% of the traded value, GST charged on brokerage (which is zero), Securities Transaction Tax (STT) of 0.1%, stamp duty of 0.01% (varying by state), and SEBI charges of 0.0002% of the traded value.
Moreover, there are Demat charges applicable per stock, which means you have to pay these charges only when you sell stocks. The number of stocks you sell determines the amount of Demat charges you have to pay, and it doesn’t depend on the value of the stocks. The Demat charges are 13.5 for CDSL or 12.5 for NSDL per stock, plus GST.
To give you a better idea, let’s take an example of a ₹5000 transaction where you sold five stocks. In this case, the brokerage is already 0%, and the ETF amounts to ₹0.163. The GST is 18%, so you will pay ₹0.3. The STT amounts to ₹5, stamp duty is ₹0.75, and SEBI charges are ₹0.01. The Demat charges will be ₹15.93 for CDSL or ₹14.75 for NSDL, plus GST, which means you will pay either ₹86 on CDSL or ₹80 on NSDL. Overall, you will pay 1.7% or 1.6% on the value of ₹5000, depending on the depository you choose. Please note that the cost depends on the number of stocks you sell, as this is the most significant expense.
Smallcase offers paid subscription options for some of its research-heavy and expertise-heavy smallcases. The subscription options vary in price and duration, ranging from ₹800 per month to ₹6,000 for a year. However, it’s important to note that when you purchase a subscription, you are not just paying for one smallcase, but rather for access to all the paid smallcases managed by Windmill Capital, which is a SEBI registered research analyst.
If you plan to invest less than ₹5-6 lakhs annually, it may not make sense to purchase a subscription because it would increase your cost of investing beyond the recommended 1-2%. Instead, you can take advantage of the many free high-quality smallcases offered by Smallcase, such as All Weather Investing and Equity And Gold.
When investing in smallcases, it’s important to keep in mind that it is a long-term investment, and you should not expect to make a profit overnight. Smallcase is built on long-duration return ideas, so patience is key. Additionally, when you buy a smallcase portfolio, it is stored in your Demat account and depository.
One key consideration before subscribing to smallcases or any investment is to ensure that the cost of investing does not exceed 1-2%. This means that for larger investment amounts, the subscription fee should not exceed this percentage. If it does, it may be more beneficial to start with the free smallcases to enjoy their benefits. Smallcases are an excellent product, with 70% of investments going towards them.
How to mitigate the risks of smallcase investing?
Like any other investment, smallcase investing comes with risks that you need to be aware of. However, there are a few ways to mitigate these risks:
- Diversify investments in multiple smallcases: Investing in multiple smallcases can help spread the risk across different sectors and themes, reducing the impact of any single stock or sector’s performance.
- Choose smallcases with a track record: Look for smallcases that have a proven track record of delivering consistent returns over the long term. Check the performance history of the smallcases and the investment advisors managing them.
- Keep a long-term perspective: Smallcase investing is a long-term strategy, and it’s important to have a disciplined approach and not get swayed by short-term market movements. Stick to your investment plan and remain invested for the long term to reap the benefits of smallcase investing.
How Smallcase can help find stock investors for ideas?
Smallcase is a platform that provides pre-made portfolios of stocks based on various themes and strategies, curated by financial experts. One of the benefits of smallcase is that it filters out the best stocks for a particular theme or strategy, saving investors the time and effort of researching individual stocks.
Therefore, for those interested in direct stock investing, smallcase can be a useful tool to identify high-quality stocks. By analyzing the stocks included in a smallcase portfolio, investors can identify which stocks meet their investment criteria and do further research on those particular stocks. This allows investors to build a personalized portfolio of individual stocks based on their own investment strategy and risk tolerance.
Overall, smallcase can be a valuable tool for both novice and experienced investors. Novice investors can benefit from pre-made portfolios that align with their investment goals, while experienced investors can use smallcase as a starting point to identify and research individual stocks for their portfolio.
