The Model Portfolio Large Cap Stalwarts was updated this weekend. New Adds of 12 stocks were made and Removals of 12 stocks were made. All prices are as of 07/07/2023. A total of 20 stocks are in the Portfolio now.

Add – AKAM, CPRT, CRM, HCA, KMB, LEN, MHK, PANW, PPG, TYL, VRSN, XYL

Remove – AIG, AIZ, CAG, CSGP, DHI, GM, IR, META, NOW, NVR, PHM, RCL

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%

CANSLIM Growth	+13.7%
IJR – Small Cap ETF Benchmark	+4.0%

Mid Cap Flyers	+4.9%
MDY – Mid Cap ETF Benchmark	+7.3%

Large Cap Stalwarts	+3.7%
RSP – Large Cap ETF Benchmark	+5.2%