Model Portfolio Update 09/01/2023 – Mid Cap Flyers – Outperformance Achieved

Mid Cap Flyers 2023 performance year to date

The Model Portfolio Mid Cap Flyers was updated this weekend. New Adds of 14 stocks were made and Removals of 14 stocks were made. All prices are as of 09/01/2023. A total of 20 stocks are in the Portfolio now.

Add – ACMR, ATSG, EXTR, FBRT, GES, JBI, KRP, NMFC, PAYO, PSEC, SHEN, SONO, TTMI, USAC

Remove – AFYA, CLS, CRBG, EE, GPS, KTOS, LTHM, MLKN, PAGS, PGTI, STER, STLA, SUZ, VZIO

The Mid Cap Flyers Model Portfolio is now outperforming the benchmark MDY by 4% for the year. This outperformance is being led by VRT. VRT is up 166% since it was added on 5/5/23. The software retained VRT in the Portfolio this weekend.

BackTest – The Backtest for this Portfolio outperformed the MDY benchmark in 15 out of the 19 years tested. It underperformed in years 2014 and 2019. It was largely even with the benchmark in 2008 and 2015. When the Portfolio outperformed, it was usually by a significant margin. The best year was 2005 when it was up by 46%.

The Mid Cap Flyers Portfolio Detail Here

The Mid Cap Flyers Backtest Here

Monthly Model Portfolios

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 09/01/2023

Small Cap Discoveries+21.2%
IJR – Small Cap ETF Benchmark+7.6%
Small Cap Discoveries
CANSLIM Growth+24.3%
IJR – Small Cap ETF Benchmark+7.6%
CANSLIM Growth
Mid Cap Flyers+14.2%
MDY – Mid Cap ETF Benchmark+10.3%
Mid Cap Flyers
Large Cap Stalwarts+1.8%
RSP – Large Cap ETF Benchmark+6.6%
Large Cap Stalwarts
live Portfolio Results for SwingTrader.Trading

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