This month in the stock market was a up month. The SPY was +6.1% with RSP (Invesco S&P 500 Equal Weight ETF) +7.2% with MDY +8.8% and IJR +7.8%, for the month.
The three Model Portfolios were increased to four this month with the addition of the Large Cap Stalwarts. The announcement can be found here.
The last update for Small Cap Discoveries is HERE , for Mid Cap Flyers HERE , for Canslim Growth HERE and Large Cap Discoveries HERE .
The Small Cap Discoveries continues to outperform its benchmark IJR for the year and now has a double digit gain. CANSLIM Growth is also outperforming it’s benchmark IJR and has a double digit gain for the year. The Mid-cap Flyers continues to lag its benchmark MDY but continues to slowly close the gap. The new Large Cap Stalwarts lags its benchmark RSP but is just a fraction behind now.
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 | +12.8% |
| IJR – Small Cap ETF Benchmark | +5.3% |
| CANSLIM Growth | +15.0% |
| IJR – Small Cap ETF Benchmark | +5.3% |
| Mid Cap Flyers | +5.9% |
| MDY – Mid Cap ETF Benchmark | +8.2% |
| Large Cap Stalwarts | +5.6% |
| RSP – Large Cap ETF Benchmark | +5.9% |
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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