Making money: How many microcaps should be in an investor’s portfolio?

In this interview, Dale Gillham and small cap company director Rod North discuss what to look for in microcap stocks and what place they should have in an investor’s portfolio.

They discuss success stories, risk vs. reward, and the challenges faced by smaller companies, particularly in the race for capital.

In line with this, they also highlight the importance of good management and compliance as well as marketing by these companies, in order to build awareness and educate investors around their activities to drive engagement and market activity.

“Don’t be a shrinking violet, or, don’t be the best kept secret in the share market,” Mr North said.

“You’ve got to communicate with your shareholders, you’ve got to communicate with potential investors – globally as well these days.”

Melb conference HotCopper delegate deal

Wealth Within’s Dale Gillham and his Talking Wealth team will be working with HotCopper to bring you coverage from the 13th Australian Microcaps Investment Conference, which is in Melbourne on October 29 and 30.

They’ll be on the ground during the event, providing information and video content.

Those interested in attending the conference in Melbourne can save $300 off the normal delegate rate of $695 by entering the HotCopper discount code HOTCOPPER2024 when registering here.

Companies involved in next week’s event:

• AD1 Holdings Limited (ASX:AD1) Angus Washington, Director
• Alderan Resources Limited (ASX:AL8) Scott Caithness, Managing Director
• Altech Batteries Limited (ASX:ATC) Martin Stein, Chief Financial Officer
• Argenica Therapeutics Limited (ASX:AGN) Dr Liz Dallimore, Chief Executive Officer
• AVJennings Limited (ASX:AVJ) Philip Kearns, Chief Executive Officer
• Bubs Australia Limited (ASX:BUB) Reg Weine, Chief Executive Officer
• Cash Converters International Limited (ASX:CCV) Sam Budiselik, Managing Director
• Clean TeQ Water Limited (ASX:CNQ) Peter Voigt, Chief Executive Officer
• DigitalX Limited (ASX:DCC) Greg Dooley, Interim Chief Executive Officer
• EMVision Medical Devices Limited (ASX:EMV) Scott Kirkland, Chief Executive Officer
• Global Health Limited (ASX:GLH) Mathew Cherian, Group Managing Director
• Hazer Group Limited (ASX:HZR) Glenn Corrie, Managing Director
• Intelligent Monitoring Group Limited (ASX:IMB) Dennison Hambling, Managing Director
• PharmX Technologies Limited (ASX:PHX) Tom Culver, Chief Executive Officer
• Race Oncology Limited (ASX:RAC) Dr Peter Smith, Executive Chair
• Raiz Invest Limited (ASX:RZI) Brendan Malone, Managing Director
• RocketDNA Limited (ASX:RKT) David Morton, Board Chair
• Saunders International Limited (ASX:SND) Mark Benson, Managing Director
• SKS Technologies Group Limited (ASX:SKS) Matthew Jinks, Chief Executive Officer
• Sovereign Cloud Holdings Limited (AUCyber Limited) (ASX:SOV) Peter Maloney, Chief Executive Officer
• Starpharma Holdings Limited (ASX:SPL) Cheryl Maley, Chief Executive Officer
• Syntara Limited (ASX:SNT) Gary Phillips, Chief Executive Officer
• Teaminvest Private Group Limited (ASX:TIP) Andrew Coleman, Managing Director
• Verbrec Limited (ASX:VBC) Mark Read, Chief Executive Officer

Dale Gillham is Chief Analyst at Wealth Within and international bestselling author of How to Beat the Managed Funds by 20%. He is also the author of Accelerate Your Wealth—It’s Your Money, Your Choice, which is available in bookstores and online at www.wealthwithin.com.au

Disclaimer: While Wealth Within holds an Australian Financial Services License (AFSL:226347) the information featured in this program is general in nature and therefore should not be relied upon. Before making any investment decisions, you should consult a licensed professional who can advise whether your investment decisions are appropriate for you.

The material provided in this article is for information only and should not be treated as investment advice.

Viewers are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions. For full disclaimer information, please click here.