Back to Strategy Portfolios

Micro Cap Improvers

Tradestie Score Based
59 Score

Micro Cap Improvers targets undervalued growth stocks in basic materials for 2026

Unlock superior returns with the Micro Cap Improvers portfolio, a focused strategy blending value investing and growth stocks in the basic materials sector for the 2026 market outlook. This three-stock selection emphasizes companies with strong improvement potential, including AdvanSix Inc (ASIX) at 50% allocation, Allegheny Technologies Incorporated (ATI) at 25%, and Alcoa Corp (AA) at 25%, chosen for their current valuation discounts and exposure to industrial recovery trends. Investors seeking sector ETF alternatives will appreciate how these holdings target undervalued stocks with catalysts like supply chain efficiencies and rising demand in Q1 2026.

The portfolio's 67% basic materials and 33% industrials allocation suits those pursuing aggressive growth over passive income seekers, offering a high-conviction approach to micro cap stocks that could outperform broader indices. With a diversification score of 66.8 and Tradestie Score of 59.2, it balances opportunity against concentration risks in volatile sectors. Ideal for experienced investors monitoring tech stocks to buy or dividend aristocrats, this setup highlights companies positioned for earnings expansion amid economic shifts.

Key considerations include elevated market risks from micro cap volatility and commodity price swings, making it less suitable for retirement portfolios or beginner investors focused on stability.

Total Return
5.50%
YTD Return
6.86%
Daily Return
-2.42%
Holdings
3
Initial Value
$10000
Current Value
$10550
Tracking Since
Dec 26, 2025
Diversification
67
Sector Allocation
Basic Materials
67%
Industrials
33%

Performance (30 Days)

Holdings

Ticker Weight Price Change 7DTD Total Return Score Alert Info Chart
ASIX 50.0% $21.48 -2.63% -4.28% -4.28% 56
ATI 25.0% $177.47 -2.00% +1.32% +9.10% 66
AA 25.0% $71.89 -7.86% -7.41% 0.00% 64

Rebalance History

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