Week End Summary 08/05/2023 – SwingTrader.Trading – Outperformance continues

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This week in the stock market was a down week. The SPY was -2.2% with RSP -2.0% with MDY -1.2% and IJR -0.8%, for the week.

CANSLIM Growth made some updates to the Model Portfolio last weekend. The detail can be seen at CANSLIM Growth Monthly Update.

CANSLIM Growth is now up over 20% for the year and easily outperforms its benchmark IJR by over 15%.

The Small Cap Discoveries continues to outperform its benchmark IJR for the year and has a double digit performance. Stocks WLDN, TAST and TRHC are leading the way for this outperformance.

The Mid-cap Flyers now outperforms its benchmark MDY for the year.

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+16.9%
IJR – Small Cap ETF Benchmark+9.2%
Small Cap Discoveries
CANSLIM Growth+24.8%
IJR – Small Cap ETF Benchmark+9.2%
CANSLIM Growth
Mid Cap Flyers+11.1%
MDY – Mid Cap ETF Benchmark+10.6%
Mid Cap Flyers
Large Cap Stalwarts+0.6%
RSP+7.1%
Large Cap Stalwarts

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

2 responses to “Week End Summary 08/05/2023 – SwingTrader.Trading – Outperformance continues”

  1. Hi Swing. It looks like three of your four Model Portfolios are picking up steam as the year goes on. Keep up the good work! TR

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