This month in the stock market was an up month. The SPY was +3.3% with RSP (Invesco S&P 500 Equal Weight ETF) +1.0% with MDY +4.1% and IJR +5.5%, for the month.
The last monthly update for Small Cap Discoveries is HERE , for Mid Cap Flyers is HERE, for Canslim Growth is HERE and Large Cap Stalwarts is HERE .
CANSLIM Growth is now up over 25% for the year and easily beats its benchmark IJR by over 14%. Outperformers BZH, CLS and NOA account for much of this Alpha.
The Small Cap Discoveries continues to outperform its benchmark IJR for the year and now has a double digit gain. The Mid-cap Flyers continues to lag its benchmark MDY. The new 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 | +18.4% |
| IJR – Small Cap ETF Benchmark | +11.1% |
| CANSLIM Growth | +26.0% |
| IJR – Small Cap ETF Benchmark | +11.1% |
| Mid Cap Flyers | +10.7% |
| MDY – Mid Cap ETF Benchmark | +12.5% |
| Large Cap Stalwarts | +3.1% |
| RSP – Large Cap ETF Benchmark | +9.7% |
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% |
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

