Small Cap Stocks
up to ~$4 billion market cap
small cap and early mid cap stocks across industries
full of potential and promise, a high-risk, high-reward segment
Growing with Small Caps
Prudent Small Cap
a monthly model portfolio service
A Model-Driven Small Cap Portfolio
That Uses Systematic Investing
Our system sifts through small cap companies, analyzing them on a variety of criteria, to short list stocks that can potentially deliver strong gains. The pursuit of returns also increases volatility. After various iterations, we arrive at a ranked list of stocks that are then used in combination with portfolio rules to construct the model portfolio. Discipline is important in pursuing an investing system and we stick to it.
Wealth-building requires Patience. A system needs time to work and deliver results. Patience is required when following any investment strategy or system that you have confidence in. We judge our system over the long-term (3+ years) and not fixate on short-term monthly performance. Just as a plant takes time to grow into a tree, so does a portfolio as it compounds and grows its gains over the years.
Through a combination of Prudence and Patience, the system is able to achieve consistency of Performance. Small caps are a market segment of high promise and high volatility. The disciplined approach allows the portfolio to be positioned in some of the strongest names. Even though there are ups-and-downs, the system has historically delivered strong performance well in-excess of benchmark returns.
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Using Quantitative Systematic Investing
for Superior Performance
Repeatable Performance With Discipline & Patience
What Does A Member Receive?
The monthly model portfolio service combines quantitative analysis and a systematic investing approach to investing. It can be particularly useful for millennial and DIY investors who wish to direct their portfolio, but are unable to engage in the time-consuming research and constant follow-up. It is not a good fit for day traders.
A Complete quantitative Small Cap model portfolio
Know when to GO and when to WAIT. You don't have to fly blind or invest through guesswork. The investing methodology uses a rules-based, systematic investing approach to develop a small cap model portfolio. Know when the portfolio is fully, partly, or not invested.
Monthly Edition of Prudent Small Cap portfolio & updates
Members receive instant access to the Prudent Small Cap monthly edition and updates. The model portfolio has up to 10-positions, clearly laid out. The edition is published near the start of the month. No need to track ideas daily or weekly. A monthly spreadsheet is also provided.
track record of consistent outperformance
The small cap segment is highly volatile and news-driven. But it also presents many promising opportunities. Through patience, discipline, and a quantitative approach, the model portfolio has historically exceeded benchmark returns fairly significantly and consistently.
Graycell Advisors, and its affiliates, officers, employees, families, and all other related parties, collectively referred to as ‘Graycell’ and/or ‘we,’ is a publisher of financial information, such as the Prudent Small Cap, Prudent Biotech, and Prudent Healthcare newsletters. We are not a Registered Investment Advisor (RIA). Historical performance figures provided are hypothetical, unaudited, and based on our proprietary analysis and system performance, back-tested over an extended period. Hypothetical or simulated performance results have limitations, and unlike an actual performance record, simulated results do not represent actual trading and consequently do not involve the financial risk of actual trading. The performance results obtained are intended for illustrative purposes only. No representation is being made that any account will or is likely to achieve profit or losses similar to those shown. Past performance is not indicative of future results, which may vary. All stock and related investments have a degree of risk, which can result in a significant or total loss. In addition, the biotech industry and small caps are characterized by much higher risk and volatility than the general stock market. Information contained herein is general and does not constitute a personal recommendation or take into account the particular investment objectives, financial situations, or needs of individual investors. If you decide to invest in any of the stocks of the companies mentioned in the newsletters, samples, alerts, etc., sent to you or available on our websites, you can and may lose some or all of your investment. You alone are responsible for your investment decisions. Use of the information herein is at one's own risk. We are simply sharing the results of our model. Nothing should be construed as a recommendation or an offer to buy or sell any securities, and we are not liable nor do we assume any liability or responsibility for losses incurred as a result of any information provided or not provided or not made available on time, herein or on our website or using any other medium. We cannot guarantee the accuracy and completeness of any information furnished by us. We may or may not have existing positions in the stocks mentioned in our reports. Our models are proprietary and/or can be licensed and can be changed or revised based on our discretion at any time without any notification. Subscribers and investors should always conduct their due diligence with any potential investment and consider obtaining professional advice before making an investment decision.
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