Portfolio Update 09/27/2023 – BI-Weekly Swings – Up 24% year to date

The probationary Portfolio BI-Weekly Swings was updated this morning. New Adds of 6 stocks were made and Removals of 7 stocks were made. All prices are as of 09/27/2023. A total of 20 stocks are in the Portfolio.

The BI-Weekly Swings Portfolio is up 24% this year and 22% 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.

Add – AEO, FTI, HAFC, MITK, PSTL, UTI

Remove – ARIS, FREY, KGC, LFVN, ONB, OSW, QUAD

Noteworthy Active transactions include LYTS Added 4/21/2023 and ACEL added 3/10/2023. They are up 22% and 20% respectively.

Backtest for the BI-Weekly Swings Portfolio

See the Bi-Weekly Portfolio Detail Here.

Performance as of 9/27/2023

BI-Weekly Swings	+24.8%
BSMAX (iShares Russell Small/Mid-Cap Index Fund)	+2.3%

2023 Performance of BI-Weekly Swings compared to the benchmark

Backtests for the Four Model Portfolios

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