Why should you invest in this smallcase?

  • The Coffee Can Portfolio investment approach helps you rise above the market volatility and noise by investing for a long-term horizon of at least 10 years. It also helps save on transaction costs as there is no rebalancing done once the stocks are bought.
  • Companies in this smallcase have shown constant revenue growth over the long-term, which indicates that the company is able to expand its business operations to continue growing
  • Revenue growth creates shareholder value, only if return on capital employed (ROCE) remains high. Hence, it is a very important metric in assessing a firm’s performance. This smallcase selects companies whose revenue has grown by at least 10% every year and ROCE was at least 15% for each of the last 10 years.
  • To make the most of this smallcase, invest once and forget for the next 10 years

The idea of a Coffee Can Portfolio was introduced by Robert Kirby. The concept was derived from the early nineteenth century, when people put their valuable possessions, like money and jewellery, in a coffee can and kept it under the mattress for safe keeping.

Know how this smallcase was created

Created by smallcase Research

Past PerformancePerformance vs 

one timemonthly sip
one timemonthly sip

Current value of Returns on ₹ 100 invested once 4 years ago would beare

smallcase11.70%
₹ 111.70
NIFTY 20030.59%
₹ 130.59
smallcase
11.70%
NIFTY 200
30.59%
Comparing:  smallcase with NIFTY 200
1m6m1y2y3y4ymax
October2016AprilJulyOctober2017AprilJulyOctober2018AprilJulyOctober2019AprilJuly90100110120130