This week in the stock market was a down week. The SPY was -1.4% with RSP (Invesco S&P 500 Equal Weight ETF) -2.3% with MDY -2.5% and IJR -3.1%, for the week.
The three Model Portfolios were increase to four this week with the addition of the Large Cap Stalwarts. The announcement can be found here.
None of the four Model Portfolios were adjusted this week.
The Small Cap Discoveries continues to outperform its benchmark for the year and increased its outperformance this week. CANSLIM Growth is also outperforming it’s benchmark IJR. The outperformance widened again this week. The Mid-cap Flyers continues to lag its benchmark MDY but continues to close the gap. The new Large Cap Stalwarts lags its benchmark RSP but it greatly narrowed the gap this week too.
In the four Model Portfolios, Mid Cap Flyers, Small Cap Discoveries, CANSLIM Growth and Large Cap Stalwarts, the end-of-week stats are below.
Performance 2023 to date
| Small Cap Discoveries | +4.5% |
| IJR – Small Cap ETF Benchmark | +1.0% |
| CANSLIM Growth | +11.6% |
| IJR – Small Cap ETF Benchmark | +1.0% |
| Mid Cap Flyers | +2.4% |
| MDY – Mid Cap ETF Benchmark | +3.6% |
| Large Cap Stalwarts | +2.0% |
| RSP | +2.5% |
Model Portfolio Compounded Percentage
| Mid Cap Flyers | 2072% |
| Small Cap Discoveries | 22273% |
| CANSLIM Growth | 5776% |
| Large Cap Stalwarts | 935% |
| Benchmark ETF | |
| MDY – Mid Cap | 322% |
| IJR – Small Cap | 422% |
| RSP – Large Cap Equal Weight S&P 500 | 559% |
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