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Adding microcap to your portfolio?
Old 05-15-2008, 11:00 AM   #1
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Adding microcap to your portfolio?

DFSCX: Summary for DFA U.S. MICRO CAP PORTF - Yahoo! Finance

I think this came up once before but was looking at my options today and wondering if folks had microcap in their portfolio to add a little extra volatility It does appear to be down right now...
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Old 05-15-2008, 03:48 PM   #2
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I am in midst of adding micro cap. Looking at Bridgeway family of funds in particular.

I need to wait for my old 401k to rollover to current 401k, then I am using a self directed brokerage to invest in some more aggressive mutual funds which include microcaps. My 401k represents about 25% of my overall portfolio.

It will be allocated similar to this:

30% large cap (core)
15% aggressive large cap (concentrated position)
10% mid cap (core)
5% aggressive mid cap
10% small cap (core)
5% micro cap (aggressive)
25% diversified international

International is diversified because I have not found any aggressive global funds which intrigued me. I might do 20% core and 5% aggressive or 15%-5%-5% if I find two international/global funds with an aggressive edge to them.
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Old 05-15-2008, 03:56 PM   #3
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I have wamvx, waiox, and ryotx for micro-cap. I haven't had them in significant enough amounts and for long enough to see the effects on the portfolio. They're 10% of my current portfolio.

Dan
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Old 05-15-2008, 07:57 PM   #4
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I have Mainstay Small Cap Opportunity in my 401k and put a small bit that way each month. Am also thinking about asking for the Satuit microcap to be added to our choices, but I may wait till a bit further along in the year.
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Old 05-15-2008, 08:52 PM   #5
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I would if i could figure out a way to find out/research about IPOs or recently released stocks/companies going public in the two sectors I'm very familiar with. I'd love to toss $500 or so at individual small stocks that sounded promising then put them in a notebook, set it and forget it.
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Old 05-15-2008, 09:27 PM   #6
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Quote:
Originally Posted by slazenger View Post
I would if i could figure out a way to find out/research about IPOs or recently released stocks/companies going public in the two sectors I'm very familiar with. I'd love to toss $500 or so at individual small stocks that sounded promising then put them in a notebook, set it and forget it.
American Association of Independent investors AAII.com has a shadow stock portfolio which is essential a screen for profitable microcaps stocks that are selling for less than there book value. Allegedly the long (15+ year) performance of the portfolio is quite good.

I tried following it for a while, but it is remarkably hard to establish even a small $3-5,000 position in a stock worth under $100 million. There are number of great research tools on the web. I use Morningstar. At the end of the day you do need to read the SEC filing for most of the companies. This may be too much work for a $500 or even a $5,000 investment.

I ended up switching to RMT which is the close end equivalent of the Royce MicroCap fund ryotx.
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Old 05-15-2008, 09:28 PM   #7
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I have DFSCX as part of my DFA portfolio.
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Old 05-16-2008, 08:38 PM   #8
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We have DFSCX in all but our most conservative portfolios.
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Old 05-16-2008, 08:45 PM   #9
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Originally Posted by slazenger View Post
I would if i could figure out a way to find out/research about IPOs or recently released stocks/companies going public in the two sectors I'm very familiar with. I'd love to toss $500 or so at individual small stocks that sounded promising then put them in a notebook, set it and forget it.
My recollection is that as a sector IPOs underperform the overall market and only a small percentage of them do really well.
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