The Model Portfolio Mid Cap Flyers was updated this weekend. New Adds of 12 stocks were made and Removals of 12 stocks were made. All prices are as of 10/06/2023. A total of 20 stocks are in the Portfolio now.

The Mid Cap Flyers Model Portfolio is now outperforming the benchmark MDY by 8% for the year. This outperformance is being led by VRT. VRT is up 148% since it was added on 5/5/23. The software decided to Remove VRT from the Active transactions this weekend.

The Model Portfolio is made up of 18 to 21 stocks. The criteria used is that firstly, the stocks are in the Mid Cap universe of stocks. This is defined as having a Market Capitalization between $1 Billion and $12 Billion. The vast majority of the stocks selected should be in that range. Secondly, Earnings per share (EPS) and related data concerning EPS is used to make the selections.

Add – ARCO, ARHS, CPRX, CXM, DVAX, EQX, EVCM, GBDC, ORLA, PTEN, RUN, TAC

Remove – ACMR, ATSG, BB, EXTR, FBRT, HLX, NMFC, PRDO, ROVR, SHEN, TTMI, VRT

The Mid Cap Flyers Portfolio Detail Here

The Mid Cap Flyers Backtest Here

Performance 2023 to 10/6/2023

Small Cap Discoveries	12.57%
IJR (Small Cap benchmark)	-2.63%
CANSLIM Growth	15.85%
IJR (Small Cap benchmark)	-2.63%
Mid Cap Flyers	9.70%
MDY (Mid Cap Benchmark)	1.31%
Large Cap Stalwarts	-3.74%
RSP (Large Cap benchmark)	-0.88%

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