The probationary Portfolio BI-Weekly Swings was updated this morning. New Adds of 10 stocks were made and Removals of 10 stocks were made. All prices are as of 08/30/2023. A total of 21 stocks are in the Portfolio.

The BI-Weekly Swings Portfolio is up 28% this year and 18% ahead of its benchmark BSMAX.

BackTest – The backtest for this Portfolio outperformed the IJR and MDY benchmarks in 15 out of the 19 years tested. It underperformed in years 2008, 2011 and 2019. It was largely even with the benchmarks in 2017. When the Portfolio outperformed, it was usually by a wide margin. The best year was 2016 when it was up by 86%. BSMAX does not go back to year 2004 so it could not be used for a backtest.

Backtest for the BI-Weekly Swings Portfolio

Add – FREY, JBI, NABL, NMFC, OPRT, ORN, OSW, QUAD, SCYX, SLM

Remove – ARCO, CLS, ESRT, EXAI, GLAD, HLLY, MEC, PAGS, RRGB, ULBI

Noteworthy for this update was the removal of CLS. It is removed with a 89% increase. It had been in the Portfolio since 04/21/2023. Noteworthy also is the retention of ACEL which currently has a 32% increase. This stock has been in the Portfolio since 03/10/2023.

BI-Weekly Swings	+28.0%
BSMAX (iShares Russell Small/Mid-Cap Index Fund)	+9.1%

Backtests for the Four Model Portfolios

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