June Monthly Performance Update: MSMqi 2025 Gains 0.25%
After A Strong May, June Results Across MSMqi Indices Are Mixed; But Several Stocks Deliver Outsized Gains
For the most up-to-date performance, visit the full index dashboard here. To see all of our return updates, go here.
MSMqi Platform Monthly Performance Snapshot
After a strong May performance of 7% across our two major MSMqi indices, June delivered a muted performance.
It was a tough month for many stocks in the Index, however a few shined:
DRX.TO (OTC: ADFJF) (steel fabrication) +57.07%. Surprise quarter, backlog stats and government funding put this stock firmly back on our radar. See update here.
OCC (fiber optic) +50.86%. Earnings and Backlog inflects. Q3 should be in the bag. See update here.
FTEK (emission controls) +49.32%. Speculation that renewed concerns over the environmental impact from data centers have put the company’s emission control solutions back in play.
The MSMqi Spotlight Index currently comprises 15 high conviction names selected from across the main 2022 and 2025 MSMqi Indexes. We believe each new Spotlight offers at least 50% near-term upside, along with the potential to become a long-term multibagger. The Spotlight Index was launched in April 2024.
As of the end of June, the Spotlight Index had delivered an average return of 99.26% across all stocks, with an average peak return of 148.74%. Ten stocks (67%) reached the 50% short-term hurdle, with five achieving multibagger status.
We are looking at adding one stock to our Spotlight Index this month with a three-year multibagger runway.
The MSMqi 2022, our inaugural index launched in February 2022, declined 1.47% for the month, bringing average returns across all stocks since inception to 144.57%, with a CAGR of 22.7%. It holds 110 stocks and follows a passive strategy.
The MSMqi 2025 gained 0.25% in June. (based on the average return using the prior month’s ending price as the starting point), with average a return across all stocks since inception of 57.81%, with a CAGR of 49.51%. It holds 114 stocks and also follows a passive strategy.
The MSMqi 2025 was the result of the April 2025 rebalancing of the MSMqi 2022, which involved the removal of 23 stocks. These removed stocks are up 52.2% since we removed them. You can still track them here.
Year to date, the MSMqi 2025 remained up 25.32%, while the MSMqi 2022 gained 23.48%. Over the same period, the NASDAQ advanced 12.79%, the SPY rose 9.81%, and the IWC climbed 27.04%.
Our Microcap Quality Index Platform (MSMqi) is based on a passive strategy built to give smaller-cap investors a fertile multibagger hunting ground. At the end of June, the platform tracked 145 unique stocks across its indices and has now produced 76 multibaggers in total, representing a 52% hit rate.
See Full Performance Report Below and all the Spotlight stocks.