The CANSLIM Growth Model Portfolio was updated this weekend. New Adds of 6 stocks were made and Removals of 6 stocks were made. All prices are as of 09/29/2023. A total of 20 stocks are in the Portfolio.
The CANSLIM Growth Model Portfolio is up over 16% this year and 17% ahead of its benchmark IJR.
BackTest – The Backtest for this Portfolio outperformed the IJR benchmark in 18 out of the 19 years tested. It was largely even with the benchmark in 2018. When the Portfolio outperformed, it was usually by a wide margin. The best year was 2013 when it was up by 46%
Add – CHWY EXTR ORRF PSEC UBS XP
Remove – ASRT CMRE GSL IBCP IMXI NOA
Noteworthy Active Transactions include CLS, ACEL, and LYTS which account for much of this Alpha. They are up +98%. +25% and +30% respectively. A noteworthy Closed Transaction was NOA. It was added on 1/27/2023 and removed this weekend for a total gain of 47%
See the CANSLIM Growth Portfolio Detail Here
Backtest for the CANSLIM Growth Model Portfolio
In the four Model Portfolios, Mid Cap Flyers, Small Cap Discoveries, CANSLIM Growth and Large Cap Stalwarts, the year-to-date stats are below.
Performance 2023 to 09/29/23
| 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% |

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