This folio offers investors the ability to easily add market capitalization based diversification to their investments. By their nature, micro-cap stocks are more volatile than large-cap stocks, so the risk and the potential reward are both greater as well.
In addition to offering capitalization-based diversification, this strategy seeks to out-perform the micro-cap stock universe by utilizing both value and momentum criteria, as well as the ability to move to cash when micro-cap markets are unfavorable.
A more detailed discussion of Tiny Titans stock screening methodology is available at StockScreening101.com.
Tiny Titans 101 is an aggressive, micro-cap strategy derived from the strategy described by James P. O’Shaughnessy in his book, Predicting the Markets of Tomorrow.
Each month, StockScreening101 applies a series of screening criteria to select the best scoring 25 stocks to include in this folio. If fewer than 25 stocks pass the screening, then the remaining allocation is put into cash.
Last Updated: April 25, 2018
Inception Date: 2010-10-19 00:00:00.0
Date Funded: 2013-07-01*
|Year to Date||3.61%||-0.71%|
|1 Year Volatility||17.5%||12.15%|
* Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.
(% of Folio)
|1||AAWW||atlas air worldwide hldgs inc com new||4.00%|
|2||AVHI||av homes inc new||4.00%|
|3||BH||biglari hldgs inc com||4.00%|
|4||BHE||benchmark electrs inc||4.00%|
|5||BKD||brookdale sr living inc||4.00%|
|6||BRS||bristow group inc||4.00%|
|7||BZH||beazer homes usa inc||4.00%|
|8||CCS||century cmntys inc com||4.00%|
|9||COWN||cowen inc new cl a||4.00%|
|10||GTS||triple-s mgmt corp cl b||4.00%|
|11||KELYA||kelly svcs inc cl a||4.00%|
|12||MHO||m/i schottenstein homes inc||4.00%|
|13||NSIT||insight enterprises inc||4.00%|
|14||OPY||oppenheimer hldgs inc cl a non vtg||4.00%|
|15||REGI||renewable energy group inc com new||4.00%|
|16||RFP||resolute fst prods inc new||4.00%|
|17||SCHN||schnitzer stl inds cl a||4.00%|
|19||SCVL||shoe carnival inc||4.00%|
|21||SMCI||super micro computer inc com||4.00%|
|22||TDW||tidewater inc new com||4.00%|
|23||TK||teekay shipping marshall islnd||4.00%|
|24||TMST||timkensteel corp com||4.00%|
|25||VRS||verso corp cl a||4.00%|
There are generally 25 or fewer securities in the folio.
If the characteristics of the Folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a Folio has been updated that you place orders to update your holdings.