How are we all doing? From a financial point of view, the FTSE All-Share is up well over 7% year-to-date (including today's gains). But I get the sense that those of us in the small-cap space aren't doing quite so well.

The AIM All-Share Index was up 5.4% as of last night (excluding dividends, which don't make much of an impact anyway). 

Within AIM, however, there have been many individual casualties and sadly many of them were favourites of the private investor.

I enjoyed this article by timarr: When Stocks Go Bad: Grim Tales from the SCVR. He goes into a great level of detail into popular stocks whose valuations have suffered to one degree or another:

It's a fine list, worthy of dissection.

It turns out that I've never had a position in any of these shares, but perhaps I should have: long-term holders in Fevertree Drinks (LON:FEVR), for example, have done terrifically. A period of share price weakness is inevitable for any company. Fevertree Drinks (LON:FEVR) remains on my watchlist for a potential purchase.

On the other hand, there are some members of the above list which I've written cautiously about: the first four of them in particular and also the three Israeli shares. While acknowledging that I could be unduly cautious, my stance on these seven companies is unchanged.

As a general principle, there is a lot to be said for avoiding "popular" shares, as they do tend to be higher risk and priced…

Unlock this Article with a 14 day free trial

or Unlock with your email

Already have an account?
Login here