I am a high school student who has been investing with a small portfolio for around two years now. Some of the best opportunities that I have found are only available to small investors. In particular, I have found 3+ categories that are well suited for smaller portfolios. These strategies include, but are not limited to, odd-lot tenders, reverse stock split cash outs, and spin outs with odd-lot provisions. Using these 3 strategies, I have been able to double my money in 18 months, with very limited market risk. I plan to share some of these strategies with other teens and small investors in real time. I will do monthly breakdowns of upcoming and past opportunities along with real-time updates on new opportunities.
Latest from the Blog
3M into NEOG (MMM)
Category: Odd Lot Spin-Out Current Price: $129.14 as of 8/26/21 Expected Price: $156.07 (7.3515 times NEO Share Price of $21.23) — this might be slightly lower if the maximum ratio isn’t achieved Max Size (for odd lot): 99 shares Expected Timing: September 4, 2022 delivery (note August 31, 2022 deadline for tender) Profit Potential: $2000+ as of 8/26/22 __________________________ 3M has…
BrightSphere Investment Group (BSIG)
Category: Odd Lot Tender Current Price: $30.44 as of 11/29/21 Expected Price: $31.50 per share Max Size (for odd lot): 99 shares Expected Timing: December 6, 2021 Profit Potential: $104.94 as of 11/29/21 ————————————- BrightSphere is tendering for roughly 40% of shares outstanding at an above market price. Odd lot holders are also not subject…
Reliv International (RELV)
Category: Reverse Stock Split Cash Out Current Price: $3.68 as of 11/12/20 Expected Price: $3.75 per share Max Size (for odd lot): 1,999 shares Expected Timing: November 29, 2020 Profit Potential: $139.93 as of 11/12/20 __________________________ This is very similar to the Westell investment idea I motioned previously. However, it is much less appealing from a profit and ROI standpoint. Press…
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Teeny Trader 