This post from 10/23/23 somehow got deleted from my Blog after I Published it. I do not know what happened. But I am reinstating it manually using the information from a post I made on a social media site.

The Model Portfolio Small Cap Discoveries was updated this weekend. New Adds of 14 stocks were made and Removals of 15 stocks were made. All prices are as of 10/20/2023. A total of 24 stocks are in the Portfolio now..

The Portfolio continues to outpace its benchmark, IJR, by a wide margin. The Portfolio is up over 9% for the year

The Small Cap Discoveries portfolio is made up of 20 to 30 stocks. It consists of three separate strategies used together to get a good cross section of Small and Micro Cap stocks. The criteria used is Earnings per share (EPS) and related data concerning EPS, Relative Strength, Price/Sales and Price/Book.

Add – ACCO, AMPY, ARAY, ASTE, CMTL, EVER, MTW, OPRT, PANL, PNTG, REVG, TDUP, TIXT, ZIMV

Remove – AAN, AMCX, BELFB, BOOM, ESEA, LFVN, LINC, LMB, LYTS, MFIN, NINE, PBPB, PKOH, SB, SCYX

Noteworthy are TAST (added 4/21/2023) and ORN (added 8/18/2023). They are currently up 48% and 60% respectively. TAST and ORN were both retained by the software for another month in this update.

See the Small Cap Discoveries Portfolio Detail Here

Backtests for the Model Portfolios

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