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Introducing Astoria's Small-Cap And Mid-Cap Stock Portfolios

Mar. 02, 2021 2:58 PM ET
Please Note: Blog posts are not selected, edited or screened by Seeking Alpha editors.

Since July 2020, Astoria has argued that the US economy is in the early stages of a new, powerful economic cycle (click here). We have been arguing that investors should be moving down the market cap range.

When Astoria was on CNBC TV back in June 2020, we voiced our inclination towards Small-Cap stocks (click here).

We’ve recently put together two new quantitative stock baskets geared towards Small-Cap and Mid-Cap stocks. We view these as higher-octane strategies for clients with higher risk tolerances.

Below is some background information.

Astoria’s Small-Cap Quality Growth Stock Portfolio

  • From the starting universe of approximately 1400 Small-Cap companies, we screen for stocks with above median 1) EPS 2) SPS 3) Net Margin 4) ROE and 5) ROA.

Astoria’s Mid-Cap Quality Growth Stock Portfolio

  • From the starting universe of approximately 350 Mid-Cap companies, we screen for stocks with above median 1) EPS 2) SPS 3) Net Margin 4) ROE and 5) ROA.

Remember, for most of the past 4-5 years, investors were enamored with FAANG and US Large-Cap Growth stocks while virtually ignoring cyclical and Small-Cap/Mid-Cap stocks. We think there is further room for outperformance in the Small-Cap/Mid-Cap space.

Please contact us if you wish to receive a copy of our fact sheets, list of holdings, and other material related to these portfolios.

Best, Astoria Portfolio Advisors

Any third-party websites provided on www.astoriaadvisors.com are strictly for informational purposes and for convenience. These third-party websites are publicly available and do not belong to Astoria Portfolio Advisors LLC. We do not administer the content or control it. We cannot be held liable for the accuracy, time sensitive nature, or viability of any information shown on these sites. The material in these links is not intended to be relied upon as a forecast or investment advice by Astoria Portfolio Advisors LLC, and does not constitute a recommendation, offer, or solicitation for any security or any investment strategy. The appearance of such third-party material on our website does not imply our endorsement of the third-party website. We are not responsible for your use of the linked site or its content. Once you leave Astoria Portfolio Advisors LLC's website, you will be subject to the terms of use and privacy policies of the third-party website. Refer here for more details.

Photo Source: Astoria Portfolio Advisors

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