This month in the stock market was a down month. The SPY was -1.4% with RSP (Invesco S&P 500 Equal Weight ETF) -3.2% with MDY -3.0% and IJR -4.2%, for the month.
The last monthly update for Small Cap Discoveries is HERE , for Mid Cap Flyers is HERE, for Canslim Growth is HERE and Large Cap Stalwarts is HERE .
CANSLIM Growth is now up over 23% for the year and easily beats its benchmark IJR by over 16%. Outperformers BZH, CLS and NOA account for much of this Alpha. They are up +37%. +88% and +67% respectively.
The Small Cap Discoveries is now up over 20% for the year and continues to outperform its benchmark IJR. Outperformers TAST, WLDN and ORN account for much of this Alpha. They are up +91%, +65% and +44% respectively.
The Mid-cap Flyers is now outpacing its benchmark MDY by over 3% 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-month stats are below.
Performance 2023 to 08/31/2023
| Small Cap Discoveries | +20.4% |
| IJR – Small Cap ETF Benchmark | +6.5% |
| CANSLIM Growth | +23.4% |
| IJR – Small Cap ETF Benchmark | +6.5% |
| Mid Cap Flyers | +12.4% |
| MDY – Mid Cap ETF Benchmark | +9.2% |
| Large Cap Stalwarts | +1.5% |
| RSP – Large Cap ETF Benchmark | +6.1% |
In the two probationary Portfolios, BI-Weekly Swings and Quant Alpha’s, the the end-of-month stats are below. Results are as 08/31/2023.
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