The Model Portfolio Small Cap Discoveries was updated this weekend. New Adds of 10 stocks were made and removals of 15 stocks were made. All prices are as of 07/21/2023. A total of 25 stocks are in the Portfolio now.
Add – AOUT, APEI, ESEA, HNRG, IPI, NINE, PBPB, QUAD, VRA, ZIMV
Remove – AAOI, BOOM, BWEN, DAKT, EZPW, HRTG, IBEX, LAKE, LOMA, LSEA, LYTS, PKOH, RMNI, RYAM, SURG
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 | +15.7% |
| IJR – Small Cap ETF Benchmark | +8.9% |
| CANSLIM Growth | +18.7% |
| IJR – Small Cap ETF Benchmark | +8.9% |
| Mid Cap Flyers | +8.7% |
| MDY – Mid Cap ETF Benchmark | +11.5% |
| Large Cap Stalwarts | +4.9% |
| RSP – Large Cap Benchmark | +9.1% |

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% |
All content on this site is for informational purposes only and does not constitute financial advice. Consult relevant financial professionals in your country of residence to get personalised advice before you make any trading or investing decisions. Disclaimer

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