Portfolio Update 09/13/2023 – BI-Weekly Swings – Up 26% year to date

The probationary Portfolio BI-Weekly Swings was updated this morning. New Adds of 6 stocks were made and Removals of 6 stocks were made. All prices are as of 09/13/2023. A total of 21 stocks are in the Portfolio.

The BI-Weekly Swings Portfolio is up 26% this year and 20% 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 the 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 – ARIS, EHTH, KGC, LFVN, PSEC, RWT

Remove – ASRT, KLXE, NABL, NMFC, SCYX, SLM

Backtest for the BI-Weekly Swings Portfolio

See the Bi-Weekly Portfolio Detail Here.

Performance as of 9/13/2023

BI-Weekly Swings	+26.0%
BSMAX (iShares Russell Small/Mid-Cap Index Fund)	+5.8%

2023 Performance of BI-Weekly Swings compared to the benchmark

Backtests for the Four Model Portfolios

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