Week End Summary 09/09/2023 – SwingTrader.Trading – Outperformance continues

This week in the stock market was a down week. The SPY was -1.3% with RSP -2.0% with MDY -3.5% and IJR -4.3%, for the week.

S&P 500 Performance September thru December

The chart above holds out some hope that the year end run of the S&P 500 will have a positive performance. In the past, when the S&P 500 index was up for January thru July by over 10% and August was a down month, 14 out of 14 years had a positive September thru December run.

CANSLIM Growth Portfolio continues to be up over 20% for the year and easily outperforms its benchmark IJR by over 17%.

Small Cap Discoveries Portfolio remains up over 15% for the year well ahead of its benchmark, IJR. Leading the way are TAST, WLDN and ORN, up 72%, 46% and 38% respectively

See the Small Cap Discoveries Portfolio Detail Here

Mid-cap Flyers is now 4% ahead of its benchmark MDY, for the year.

Large Cap Stalwarts lags its benchmark RSP.

Mid Cap Flyers made some updates to its Model Portfolio last weekend. The detail can be seen at Mid Cap Flyers Monthly Update.

SwingTrader.Trading 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.

2023 Performance as of 09/08/2023

Small Cap Discoveries+15.4%
IJR – Small Cap ETF Benchmark+3.0%
Small Cap Discoveries
CANSLIM Growth+20.1%
IJR – Small Cap ETF Benchmark+3.0%
CANSLIM Growth
Mid Cap Flyers+10.7%
MDY – Mid Cap ETF Benchmark+6.4%
Mid Cap Flyers
Large Cap Stalwarts-0.4%
RSP S&P 500 Equal Weight ETF +4.5%
Large Cap Stalwarts
SwingTrader.Trading Live Portfolio Results

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