Week End Summary 07/08/2023 – SwingTrader.Trading

This week in the stock market was a down week. The SPY was -1.2% with RSP -07% with MDY -0.8% and IJR -1.2%, for the week.

The Canslim Growth Model Portfolio had it’s monthly review since the last weekly report. The specifics can be found HERE.

The Small Cap Discoveries continues to outperform its benchmark IJR for the year and has a double digit performance. CANSLIM Growth is also outperforming it’s benchmark IJR for the year and has a double digit performance. The Mid-cap Flyers continues to lag its benchmark MDY. The Large Cap Stalwarts lags its benchmark RSP.

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+12.5%
IJR – Small Cap ETF Benchmark+4.0%
Small Cap Discoveries
CANSLIM Growth+13.7%
IJR – Small Cap ETF Benchmark+4.0%
CANSLIM Growth
Mid Cap Flyers+4.9%
MDY – Mid Cap ETF Benchmark+7.3%
Mid Cap Flyers
Large Cap Stalwarts+3.7%
RSP+5.2%
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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