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Publicly Available Smallcase Strategy and Manager Registry
Stock & Market Data
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Free
About
Modern investment products offer a streamlined way to build diversified portfolios through professional curation. These curated baskets of stocks and Exchange Traded Funds (ETFs) allow investors to align their capital with specific market themes, strategies, or financial objectives without the complexity of manual selection. By providing a snapshot of publicly available investment portfolios, the data captures the performance and risk profiles of thematic investing. This record serves as a vital tool for understanding the landscape of low-cost, long-term wealth creation in contemporary markets.
Columns
- Title: The specific name assigned to the investment portfolio.
- Years: The total duration the portfolio has been active in the market, with records spanning from one to six years.
- CAGR: The Compound Annual Growth Rate, representing the annualised average returns and growth rate of the investment as if profits were reinvested.
- Min. Amount: The baseline capital required for an investor to begin participating in the portfolio, ranging from a few hundred to over two million.
- Risk: A volatility-based assessment categorising the investment's risk level, primarily divided into high, medium, and low volatility.
- Free: A boolean indicator specifying whether the portfolio is accessible for free or requires a payment to the manager.
- Description: A textual summary outlining the specific strategy or objective behind the basket of assets, such as identifying high-momentum stocks.
- Links: The direct URL to the portfolio's detailed profile on the official Smallcase platform.
- Manager: The professional individual or entity, such as Windmill Capital or Ethical Advisers, responsible for the curation and management of the assets.
Distribution
The information is delivered in a single CSV file titled
smallcase_data.csv with a file size of approximately 56.46 kB. It consists of 280 valid records, maintaining a 100% validity rate across 10 distinct columns with no missing or mismatched entries reported. This is a static collection, and the update frequency is set to never.Usage
This resource is ideal for performing comparative performance analysis across different investment themes and professional managers. It is well-suited for building portfolio recommendation engines or visualising the relationship between risk levels and annualised returns. Additionally, financial researchers can use these records to benchmark thematic strategies against broader market indices or to study the minimum capital requirements across various investment sectors.
Coverage
The scope of the data encompasses 280 publicly available portfolios with a temporal range of up to six years of active market history. It covers a diverse array of investment strategies managed by 83 unique professionals and entities. While the primary focus is on portfolios listed on the Smallcase platform, the data reflects broad thematic trends and risk appetites within the modern retail investing landscape.
License
CC0: Public Domain
Who Can Use It
Financial analysts and wealth managers can leverage these records to assess the historical viability of thematic investment strategies. Fintech developers might utilise the dataset to populate mock investment applications or test recommendation algorithms based on user risk profiles. Furthermore, retail investors and students of finance can find this a valuable primary source for understanding diversified portfolio construction and the mechanics of risk-adjusted returns.
Dataset Name Suggestions
- Smallcase Investment Portfolios: Performance and Risk Metrics
- Thematic Equity Baskets: Returns and Volatility Archive
- Publicly Available Smallcase Strategy and Manager Registry
- Diversified Portfolio Performance: CAGR and Risk Analysis
- Retail Investing Trends: Thematic Stock Basket Data
Attributes
Original Data Source: Publicly Available Smallcase Strategy and Manager Registry
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