Model Portfolio update 03/27/2023 – Small Cap Discoveries Monthly update

The Model Portfolio Small Cap Discoveries was updated this weekend. New adds of 13 stocks were made and removals of 7 stocks were made. All prices are as of 3/24/23. A total of 25 stocks are in the portfolio now.

Add DAKT, DSGR, METC, MG, NINE, OSG, PNTG, RMNI, RNGR, SURG, UPLD, VRA, WLDN.

Remove CMT, FREE, GHM, JAKK, JILL, PANL, PBYI.

In the three Model Portfolios, Mid Cap Flyers, Small Cap Discoveries and My Guru’s:

Performance 2023 to date

Mid Cap Flyers-3.6%
MDY – Mid Cap ETF-1.0%
Mid Cap Flyers
Small Cap Discoveries2.8%
IJR – Small Cap ETF-1.5%
Small Cap Discoveries
My Guru’s11.1%
SPY – Large Cap ETF3.5%
My Guru’s

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