Portfolio Update 08/01/2023 – BI-Weekly Swings

CANSLIM Growth Model Stock Portfolio performance to date.

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%
2023 Performance of BI-Weekly Swings compared to the benchmark

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%
Small Cap Discoveries
CANSLIM Growth+24.6%
IJR – Small Cap ETF Benchmark+9.7%
CANSLIM Growth
Mid Cap Flyers+12.1%
MDY – Mid Cap ETF Benchmark+10.9%
Mid Cap Flyers
Large Cap Stalwarts+1.6%
RSP – Large Cap ETF Benchmark+8.2%
Large Cap Stalwarts
Swing Trader Trading.  Swing Trading can be fun.

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

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