The probationary Portfolio BI-Weekly Swings was updated yesterday. New Adds of 15 stocks were made and Removals of 15 stocks were made. All prices are as of 08/01/2023. A total of 21 stocks are in the Portfolio.
The BI-Weekly Swings Portfolio is up over 25% this year and 15% ahead of its benchmark BSMAX.
Add -AAOI, ARCO, CMRE, CNHI, ESRT, GLAD, HLLY, KLXE, MEC, ONB, PAGS, PBPB, RRGB, ULBI, WT
Remove – ALDX, BHC, DAKT, GSL, MAG, MRTN, NS, OSW, QUAD, RYAM, SHO, SIRI, TAST, TUSK, UIHC
| BI-Weekly Swings | +26.9% |
| BSMAX (iShares Russell Small/Mid-Cap Index Fund) | +13.1% |
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 | +16.2% |
| IJR – Small Cap ETF Benchmark | +9.7% |
| CANSLIM Growth | +24.6% |
| IJR – Small Cap ETF Benchmark | +9.7% |
| Mid Cap Flyers | +12.1% |
| MDY – Mid Cap ETF Benchmark | +10.9% |
| Large Cap Stalwarts | +1.6% |
| RSP – Large Cap ETF Benchmark | +8.2% |

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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