Month End Summary March, 2023 – SwingTrader.Trading

At month end, the Small Cap Discoveries and My Guru’s model portfolios continue to outperform for 2023 when compared to their benchmarks. The Mid Cap Flyers model portfolio is trailing its benchmark.

In the My Guru’s model portfolio, PANW was added and SUMO, NVDA and EGHT were removed.

In the Small Cap Discoveries model portfolio, DAKT, DSGR, METC, MG, NINE, OSG, PNTG, RMNI, RNGR, SURG, UPLD, VRA, WLDN were added. CMT, FREE, GHM, JAKK, JILL, PANL, PBYI were removed.

In the Mid Cap Flyers model portfolio, ALEX, APG, ARCO, BXMT, CNO, CSTM, DNOW, ENFN, GLNG, GTES, PSFE, SVC were added. ARCC, ACDC, ARI, BSIG, CNM, CPRX, GPK, HTGC, IGT, OCFC, OSW, RES, TWO were removed.

Performance 2023 to date

Mid Cap Flyers0.9%
MDY – Mid Cap ETF3.5%
Mid Cap Flyers
Small Cap Discoveries8.3%
IJR – Small Cap ETF2.2%
Small Cap Discoveries
My Guru’s17.1%
SPY – Large Cap ETF7.1%
My Guru’s

Model Portfolio Compounded Percentage

Mid Cap Flyers2072%
Small Cap Discoveries22273%
CANSLIM Growth5776%
MDY – Mid Cap322%
IJR – Small Cap422%
BackTest 2004 thru 2022 of all four Model Portfolios with Benchmarks

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