Saturday, December 04, 2010

Small Cap Stocks are Doing Well

As I'm working on November's accounts I was checking out which of our investments are at all time highs in profits gained:

CFS Developing Companies
CREF Bond Market
TFS Market Neutral (TFSMX)
Celeste Australian Small Companies
CFS Diversified Fixed Interest
Aurora Sandringham Dividend Income Trust (AOD.AX)

CREF is a US annuity and the others are Australian managed funds, so none of them have ticker codes. AOD is actually invested in large caps using a hedge fund type strategy. But the others are small cap and bond funds. Small caps do tend to outperform large caps during economic recoveries. So this is not surprising.

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