Smallcases

What it does

A smallcase is a themed basket of stocks and/or ETFs — for example, “long-term compounders,” “EV supply chain,” or “high dividend yield.” The Smallcases section lets you:

• Browse ready-made smallcases curated inside the dashboard.
• Create your own custom basket.
• Track the smallcases you’ve invested in alongside your other holdings.

When to use it

• You want exposure to a theme without picking individual stocks one by one.
• You’d rather invest in a fixed basket than chase rotation.
• You want to package your own conviction list as a reusable basket.

How to use it

Discover

1. Open Smallcases from the sidebar.
2. Each card shows the smallcase name, a short description, the number of stocks and ETFs in it, the minimum investment, and 1-year returns.
3. Click a card to open its detail page.

Read a smallcase detail page

• See the full constituent list and weights.
• Read the rationale for the basket.
• See historical performance.

Create your own

1. Click Create custom from the Smallcases page.
2. Add stocks/ETFs and set weights.
3. Give it a name and description.
4. Save — it now appears in your personal Smallcases dashboard.

Track your smallcases

• Open Portfolio → Smallcases (or use the link from the Smallcases page).
• See current value, return, and constituent breakdown for each smallcase you’ve invested in.

Tips & gotchas

• Weights drift over time. Rebalance periodically — what started as a 5% position can become 12% after a run.
• Past returns aren’t future returns. The 1-year return number is descriptive, not predictive.
• Theme rotation is real. Single-theme smallcases can underperform for long stretches when the theme is out of favour.
• For broader rebalancing, use Restructuring — that takes your full portfolio into account, not just one basket.

Related

• Restructuring — rebalance the full portfolio.
• Holdings — see smallcase positions next to broker holdings.
• Glossary — definition of a smallcase.