Model Portfolio update 05/05/2023 – Mid Cap Flyers Monthly update

The Model Portfolio Mid Cap Flyers was updated this weekend. New adds of 19 stocks were made and removals of 18 stocks were made. All prices are as of 5/05/23. A total of 22 stocks are in the portfolio now.

Add BOX, CERT, DBX, GDRX, GPK, IGT, KMT, LTH, ORI, PGTI, PRM, PSTG, TAC, VIST, VRT, VST, WNC, X, XRX.

Remove ABR, ALEX, APG, ARLP, BXMT, CNO, CSTM, DNOW, ERII, GLNG, GTES, HLF, MOD, OI, PLYA, SVC, VGR, XPRO.

In the three Model Portfolios, Mid Cap Flyers, Small Cap Discoveries and Canslim Growth:

Performance 2023 to date

Small Cap Discoveries+3.8%
IJR – Small Cap ETF-1.4%
Small Cap Discoveries
Canslim Grouth-0.3%
IJR – Small Cap ETF-1.4%
Canslim Growth
Mid Cap Flyers-3.4%
MDY – Mid Cap ETF+1.5%
Mid Cap Flyers

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