Rich, dives headfirst into the dynamic market landscape of 2025. Find out:
- Exclusive insights on the small-cap dividend portfolio,
- Key takeaways from top fund managers’ investing tips, and
- His tried-and-true investment philosophy: “always understand what you own”.
- What the Trump administration means for your portfolio
- Exciting opportunities in nuclear stocks, and the enduring demand for high-quality small caps.
- As reporting season approaches, don’t miss his expert analysis and actionable tips to make informed investment decisions.
Small Cap Dividend Portfolio: Consistent Success with a Winning Strategy
At the start of the year, Under the Radar Report released its highly anticipated Small Cap Dividend Portfolio. With an impressive track record of delivering 20% annual returns over the past few years, this portfolio continues to be a game-changer for investors.
The secret?
- Applying a dividend filter to quality small-cap companies
- Relying on Under the Radar Report’s stock valuation expertise
This formula has proven to be a winning strategy for navigating volatile markets and generating reliable returns.
Top Fund Managers’ Advice: Profits and Portfolio Awareness
Rich highlights insights from recent interviews with Australia’s leading small-cap fund managers. One timeless piece of advice stood out:
“You can’t go broke taking a profit.”
Rich’s grandfather repeated this message to him and underscores the importance of disciplined trading and profit-taking. He also stresses a critical investment principle: always understand what you own. Under the Radar Report plays a vital role in providing investors with the research and analysis they need to stay informed and take advantage of fast-growth small caps.
Navigating Political Uncertainty: What Investors Should Know
When asked about the impact of political events, particularly Trump’s influence, Rich offers straightforward advice:
“Ignore him.”
While tariffs are typically bad for business, Trump’s erratic decision-making often limits the long-term market impact. In an uncertain environment, investors should focus on solid business fundamentals.
Nuclear Stocks: Seizing Opportunities Amid Market Volatility
Recent market weakness presented an opportunity to accumulate shares in quality nuclear stocks, including:
- Boss Energy (BOE)
- Silex Systems (SLX)
- Paladin Energy (PDN)
The market’s rebound has already rewarded these investments, with further analysis on Boss Energy set to be released next week.
Read more on Nuclear Stocks here.
The Year of Deals: Takeovers and Hidden Gems
Rich predicts an increase in takeovers for smaller and mid-cap Australian companies, which are attractively priced compared to their US counterparts. With abundant private equity and industry cash, investors are increasingly positioning themselves ahead of deals.
Recent winners covered by Under the Radar Report include:
- Med-techs: SomnoMed (SOM), Cyclopharm (CYC), Medical Developments (MVP)
- Marketing: PureProfile (PPL)
- Water: Vysarn (VYS)
Don’t Miss Out: Reporting Season Is Heating Up
With reporting season just around the corner, now is the time to stay up to date with Under the Radar Report’s research. The next few issues will be packed with actionable insights on a variety of companies.
Ready to take your investments to the next level?
Don’t miss the opportunity to stay ahead in 2025’s market shake-up!
Plus the NEW GOLD STOCK released this week!
We initiate coverage on a new gold producer this week which stands out for its low-cost production and huge growth potential. This is a quality company and one that you should be buying on weakness after its recent spike. There is huge potential from developments with resources over 2 million ounces. Access Small Caps.
