This month in the stock market was a down month. The SPY was -4.7% with RSP (Invesco S&P 500 Equal Weight ETF) -5.1% with MDY -5.3% and IJR -5.9%, 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 16% for the year and easily beats its benchmark IJR by over 16%. Outperformers CLS, NOA, and LYTS account for much of this Alpha. They are up +98%. +47% and +30% respectively.
The Small Cap Discoveries is now up over 16% for the year and continues to outperform its benchmark IJR. Outperformers TAST, WLDN and ORN account for much of this Alpha. They are up +80%, +40% and +61% respectively.
The Mid-cap Flyers is now up over 10% for the year and is now outpacing its benchmark MDY by over 7% for the year. Outperformer VRT accounts for much of this Alpha.
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 09/29/2023
| Small Cap Discoveries | +16.4% |
| IJR – Small Cap ETF Benchmark | -0.3% |
| CANSLIM Growth | +16.9% |
| IJR – Small Cap ETF Benchmark | -0.3% |
| Mid Cap Flyers | +10.4% |
| MDY – Mid Cap ETF Benchmark | +3.1% |
| Large Cap Stalwarts | -4.0% |
| RSP – Large Cap ETF Benchmark | +0.3% |
For the two probationary Portfolios, BI-Weekly Swings and Quant Alpha’s, the the end-of-month stats are below. Results are as 09/29/2023.
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