Back to Strategy Portfolios

Micro Cap Improvers

Tradestie Score Based
50 Score

Micro Cap Improvers targets undervalued APD stock for 2026 growth in basic materials sector

Seeking the best growth stocks 2026, the Micro Cap Improvers portfolio delivers a concentrated bet on Air Products and Chemicals Inc (APD) as a compelling value investing opportunity in the basic materials space. With a laser focus on this single holding, the strategy aims to capture upside from APD's industrial gases leadership and expanding clean energy initiatives amid the 2026 market outlook, offering investors an alternative to broad sector ETFs while pursuing capital appreciation and potential dividend income. This approach highlights APD's current valuation strengths in a sector poised for recovery.

Ideal for aggressive growth investors and those building retirement portfolios with higher risk tolerance, the portfolio suits individuals searching for undervalued stocks rather than passive income seekers preferring diversification. Air Products and Chemicals Inc (APD) stands out due to its robust balance sheet and strategic positioning in hydrogen and sustainability projects expected to drive earnings through Q1 2026 and beyond.

However, key considerations include elevated volatility from the 100% basic materials allocation, limited diversification, and exposure to commodity price swings plus regulatory changes in the chemicals industry. Investors should monitor macroeconomic factors that could impact APD's performance in the coming year.

Total Return
-16.69%
YTD Return
-13.96%
Daily Return
-0.68%
Holdings
1
Initial Value
$10000
Current Value
$8331
Tracking Since
Dec 26, 2025
Diversification
2
Sector Allocation
Basic Materials
100%

Performance (30 Days)

Holdings

Ticker Weight Price Change 7DTD Total Return Score Alert Info Chart
APD 100.0% $284.18 -0.68% -1.03% -8.17% 50

Rebalance History

2026-09-02
ASH (+7.9%) APD (Score: 57)
2026-07-29
ATI dropped Return: +9.38%
2026-07-16
2026-06-26
ASIX dropped Return: -11.14%
2026-06-18
AA dropped Return: -17.42%
2026-06-12
2026-06-11
ASIX dropped Return: -4.23%
2026-06-05
2026-05-29
APD (-1.0%) ASIX (Score: 55)
2026-05-07
2026-05-05
AHCO dropped Return: +13.31%
2026-04-17
AA dropped Return: +3.19%
2026-04-08
ALGN dropped Return: +4.80%
2026-03-31
AMGN dropped Return: +2.60%
2026-03-23
2026-03-19
ALC dropped Return: -10.99%
2026-03-18
2026-03-16
ALKS dropped Return: -5.60%
2026-03-13
CCK (-5.1%) AA (Score: 65)
2026-03-04
FLEX dropped Return: +1.43%
2026-02-13
AEM (+13.7%) CCK (Score: 65)
ADSE dropped Return: -12.84%
2026-02-12
CHNR dropped Return: -17.80%
2026-02-10
GILT dropped Return: -0.13%
2026-02-03
APM dropped Return: -10.21%
2026-02-01
ARTW (+7.6%) ADSE (Score: 63)
ADP dropped Return: -7.22%
2026-02-01
SLI (-12.7%) AEM (Score: 66)
APH (-6.6%) FLEX (Score: 65)
2026-01-30
MUX (+16.0%) CHNR (Score: 59)
2026-01-29
AMPH (-5.7%) AMGN (Score: 69)
2026-01-23
EMBC (-14.3%) ALGN (Score: 66)
2026-01-21
ABUS (-10.4%) APM (Score: 58)
2026-01-16
RDW (+6.6%) ARTW (Score: 64)
2026-01-10
AEVA (+50.3%) ADP (Score: 66)
DBVT (-11.3%) AMPH (Score: 63)
SANA (+3.4%) ALKS (Score: 62)
2026-01-10
RCAT (+19.9%) APH (Score: 72)

Create Alert

AAPL