Model Portfolio Update 06/23/2023 – Small Cap Discoveries

The Model Portfolio Small Cap Discoveries was updated this weekend. New Adds of 8 stocks were made and removals of 9 stocks were made. All prices are as of 06/23/2023. A total of 30 stocks are in the Portfolio now.

Add – AAOI, IBEX, LAKE, LCUT, LSEA, RMTI, RYAM, TTSH

Remove – DLTH, GCO, KNOP, LINC, MG, NOA, SCS, SPWH, VRA

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%
Small Cap Discoveries
CANSLIM Growth+11.6%
IJR – Small Cap ETF Benchmark+1.0%
CANSLIM Growth
Mid Cap Flyers+2.4%
MDY – Mid Cap ETF Benchmark+3.6%
Mid Cap Flyers
Large Cap Stalwarts+2.0%
RSP+2.5%
Large Cap Stalwarts

Model Portfolio Compounded Percentage

Mid Cap Flyers2072%
Small Cap Discoveries22273%
CANSLIM Growth5776%
Large Cap Stalwarts935%
Benchmark ETF
MDY – Mid Cap322%
IJR – Small Cap422%
RSP – Large Cap Equal Weight S&P 500559%
BackTest 2004 thru 2022 of all four Model Portfolios with Benchmarks

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