The probationary Portfolio BI-Weekly Swings was updated this morning. New Adds of 9 stocks were made and Removals of 7 stocks were made. All prices are as of 10/25/2023. A total of 21 stocks are in the Portfolio.

The BI-Weekly Swings Portfolio is up 16% this year and 20% ahead of its benchmark BSMAX.

BackTest – The backtest for this Portfolio outperformed the IJR and MDY benchmarks in 15 out of the 19 years tested. It underperformed in years 2008, 2011 and 2019. It was largely even with the benchmarks in 2017. When the Portfolio outperformed, it was usually by a wide margin. The best year was 2016 when it was up by 86%. BSMAX does not go back to year 2004 so it could not be used for a backtest.

Add – AHH, AM, LSEA, ONB, TCMD, TRIP, CHWY, NSSC, SKT

Remove – ABR, BHC, LYTS, NXE, OPRT, PSTL, PTEN

Backtest for the BI-Weekly Swings Portfolio

See the Bi-Weekly Portfolio Detail Here.

Performance as of 10/25/2023

BI-Weekly Swings	+16.8%
BSMAX (iShares Russell Small/Mid-Cap Index Fund)	-4.3%

Backtests for the Four Model Portfolios

All content on this site is for informational purposes only and does not constitute financial advice. Consult relevant financial professionals in your country of residence to get personalized advice before you make any trading or investing decisions. Disclaimer

Copyright 2023 SwingTrader.Trading. All Rights Reserved.