Quant Alpha’s Update 07/12/2023

The Probationary Portfolio Quant Alpha’s was updated this morning. A New Add was made. All prices are as of 07/12/2023. A total of 11 stocks are in the Portfolio now.

Add – GRBK

Quant Alpha’s Performance this year

Quant Alpha’s+30.9%
EQAL – Invesco Russell 1000 Equal Weight ETF+5.2%
Quant Alpha’s

In the four Model Portfolios, Mid Cap Flyers, Small Cap Discoveries, CANSLIM Growth and Large Cap Stalwarts, the current stats are below.

Performance 2023 to date

Small Cap Discoveries+16.7%
IJR – Small Cap ETF Benchmark+7.5%
Small Cap Discoveries
CANSLIM Growth+16.3%
IJR – Small Cap ETF Benchmark+7.5%
CANSLIM Growth
Mid Cap Flyers+8.1%
MDY – Mid Cap ETF Benchmark+10.7%
Mid Cap Flyers
Large Cap Stalwarts+5.6%
RSP – Large Cap ETF Benchmark+7.8%
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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