The probationary Portfolio BI-Weekly Swings was updated this morning. New Adds of 3 stocks were made and Removals of 3 stocks were made. All prices are as of 08/16/2023. A total of 21 stocks are in the Portfolio.

The BI-Weekly Swings Portfolio is up over 25% this year and 18% ahead of its benchmark BSMAX.

The BI-Weekly Swings Portfolio is made up of 15 to 21 stocks. It is updated every two weeks. It consists of three separate strategies used together to get a good cross section of Mid Cap, Small Cap and Micro Cap stocks. Two of strategies are also used in the monthly Model Portfolio area and are being used here because they perform especially well with the two week update cycle. The third strategy is new to this website. The criteria used is Earnings per share (EPS) and related data concerning EPS, Return on Equity (ROE), change in EPS, change in Sales, Relative Strength, Price to Sales.

Add – ABR, ONB, IMXI

Remove – AAOI, CNHI, WT

Noteworthy for this update was the removal of AAOI. The stock generated a 85% increase in the lastest period. Previously, it was in the Portfolio and removed on 7/14/23 for a 88% profit. Also, noteworthy is the continued inclusion in the Portfolio of CLS, which currently has a 77% increase.

BI-Weekly Swings	+25.8%
BSMAX (iShares Russell Small/Mid-Cap Index Fund)	+7.3%

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 08/16/2023

Small Cap Discoveries	+16.3%
IJR – Small Cap ETF Benchmark	+4.9%

CANSLIM Growth	+21.3%
IJR – Small Cap ETF Benchmark	+4.9%

Mid Cap Flyers	+7.3%
MDY – Mid Cap ETF Benchmark	+7.5%

Large Cap Stalwarts	-0.2%
RSP – Large Cap ETF Benchmark	+4.9%

Backtest for the BI-Weekly Portfolio

Backtests for the Four Model Portfolios

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