Spotalpha - Alpha portfolios

Small cap alpha portfolio - US is a dynamically re-balanced rule based portfolio that allocates to small cap companies listed in US that are consistently outperforming the broader market and delivering superior returns to their investors. Read more ...

These companies have low marketshare in their respective industries. They therefore have the potential to deliver huge returns if they emerge into market leaders in their industries within the next few years.

Small cap companies are usually illiquid and volatile. They also do not have strong balance sheets when compared to those companies that form a part of Mid cap alpha portfolio - US or Large cap alpha portfolio - US.

Why use alpha portfolios?

Consistently outperforms S&P 500 index and Small cap mutualfunds.

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This alpha portfolio was last re-balanced on {{allocDt}} and is currently in 100% cash (no allocations to any stocks).

Note : We do not accept and manage your investments - we only provide the portfolio as a report. If you wish to invest according to this alpha portfolio you will need to copy the symbols and quantities when there is an allocation and invest accordingly in your personal trading account. You will receive an email notification whenever allocations are made / re-balanced. At that time you will need to note the changes and apply the same in your trading account.

This alpha portfolio was last re-balanced on {{allocDt}}.

Enter the amount you wish to invest below and click on the button. The quantity (of shares) and allocation (amount in $) is calculated and shown in the 'Quantity' column.

Note : We do not accept and manage your investments - we only provide the portfolio as a report. If you wish to invest according to this alpha portfolio you will need to copy the symbols and quantities and invest accordingly in your personal trading account. You will receive an email notification whenever allocations are re-balanced. At that time you will need to note the changes and apply the same in your trading account.

Invest : $

%	Symbol	Quantity
{{detail.weights}}%	{{detail.symbol}} {{detail.symbolname}}	{{detail.recm_qty}} {{ (detail.symbol != "" && detail.price != "" && detail.recm_qty != "") ? "$"+(detail.recm_qty*detail.price \| number:0) : "" }}

Small cap alpha portfolio - US

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