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% |
| 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% |
All content on this site is for informational purposes only and does not constitute financial advice. Consult relevant financial professionals in your country of residence to get personalised advice before you make any trading or investing decisions. Disclaimer

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