building investment wealth consistently over time


The Graycell Small Cap Model Portfolio was first offered in 2003 as a weekly newsletter. It was available for 7-years till 2009 and was then resumed in 2012 till 2015. Since 2016 the portfolio is offered as a monthly newsletter service.

Since inception, the Prudent Small Cap Portfolio has strongly outperformed the benchmark in most years. The statistics below show the actual published performance of the model portfolio holdings and is not back-tested performance. Returns are based on portfolio cash investments and no margin debt or any form of leverage is used for boosting performance.

The performance is considered hypothetical, since actual trades were not executed in an audited account. It is presented for illustrative purposes only. No representation is being made that a subscriber will or is likely to achieve profits or losses similar to those shown. Past performance is not indicative of future results, which may vary.

Historical performance is not an indicator of future performance, which can differ materially

Monthly Performance 2024

Performance Prudent Small Cap - 2024

Monthly Performance 2023

Monthly Performance 2023

Monthly Performance 2021

Monthly Performance 2021

Annual Performance

Performance 2013 - 2023

Newsletter published since 2003. Historical performance is not an indicator of future performance.

Hypothetical Portfolio Performance

Performance of $10,000

Cumulative Performance

Cumulative Performance - Prudent Small Cap and Russell 2000 Index (IWM)

The cumulative performance chart is based on values at the end of each period, which makes it appear smoothed.

Risk Measures

Risk Measures

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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Prudent Small Cap

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