At month end, the CANSLIM Growth model portfolio continues to outperform for 2023 when compared to its benchmark. The Mid Cap Flyers and Small Cap Discoveries model portfolios are trailing their benchmarks.
For the Month, SPY was +0.5%, MDY was -3.2% and IJR was -1.7%.
For the Year, SPY was +9.3%, MDY was -0.6% and IJR was -2.3%.
Performance 2023 to date
| Small Cap Discoveries | -2.9% |
| IJR – Small Cap ETF | -2.3% |
| CANSLIM Growth | +1.8% |
| IJR – Small Cap ETF | -2.3% |
| Mid Cap Flyers | -4.0% |
| MDY – Mid Cap ETF | -0.6% |
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Model Portfolio Compounded Percentage
| Mid Cap Flyers | 2072% |
| Small Cap Discoveries | 22273% |
| CANSLIM Growth | 5776% |
| MDY – Mid Cap | 322% |
| IJR – Small Cap | 422% |
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