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John Galt's avatar

Thanks for the comment. I'm not familiar with the company and do certainly believe small caps should have a place in most portfolios.

Small caps, particularly on the smallest end come with significant unknowns but can be extremely rewarding.

In this particular case I'm trying to minimize idiosyncratic, company-specific risk by expressing view on beleaguered China Tech via mainly a liquid ETF.

It's all about risk-return I guess. $BABA may rebound 2-3x in the coming 12-24 months where NISN would probably rally double that amount on the back of the same tailwinds.

Hope this helps and I'll keep an eye on NISN in coming months!

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