This week in the stock market was an up week. The SPY was +2.4% with RSP +2.4% with MDY +2.7% and IJR +3.1%, for the week. The SPY reached a recovery high this week. A clear sign that the stock market continues its recovery from the Bear Market sell off.
The Mid Cap Flyers Model Portfolio had it’s monthly review since the last weekly report. The specifics can be found HERE.
The Large Cap Stalwarts 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 | +14.0% |
| IJR – Small Cap ETF Benchmark | +7.2% |
| CANSLIM Growth | +16.9% |
| IJR – Small Cap ETF Benchmark | +7.2% |
| Mid Cap Flyers | +8.6% |
| MDY – Mid Cap ETF Benchmark | +10.2% |
| Large Cap Stalwarts | +6.4% |
| RSP | +7.7% |
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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