The Model Portfolio Large Cap Stalwarts was updated this weekend. New Adds of 11 stocks were made and Removals of 11 stocks were made. All prices are as of 10/13/2023. A total of 18 stocks are in the Portfolio now.

Add – AMAT, AXON, CHD, CPRT, FANG, GEN, LW, PANW, QRVO, ROST, SNPS

Remove – ACGL, BRO, GE, IR, MAR, MAS, NVR, PHM, RCL, TROW, WY

The Model Portfolio is made up of 10 to 20 stocks. The criteria used is firstly, the stocks are in the large cap universe of stocks and USA centric stocks. Secondly, Earnings per share (EPS) and related data concerning EPS is used to make the selections.

See the Large Cap Stalwarts Portfolio Detail Here

See the Large Cap Stalwarts Backtest Here

In the four Model Portfolios, Mid Cap Flyers, Small Cap Discoveries, CANSLIM Growth and Large Cap Stalwarts, the end-of-week stats are below.

Performance 2023 to 10/13/23

Small Cap Discoveries	10.59%
IJR (Small Cap benchmark)	-3.61%
CANSLIM Growth	13.96%
IJR (Small Cap benchmark)	-3.61%
Mid Cap Flyers	10.31%
MDY (Mid Cap Benchmark)	0.75%
Large Cap Stalwarts	-4.22%
RSP (Large Cap benchmark)	-0.68%

Backtests for the Four Model Portfolios

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