The CANSLIM Growth Model Portfolio was updated this weekend. New Adds of 3 stocks were made and Removals of 4 stocks were made. All prices are as of 10/27/2023. A total of 19 stocks are in the Portfolio.

The CANSLIM Growth Model Portfolio is up over 8% this year and 15% ahead of its benchmark IJR.

The Model Portfolio is made up of 19 to 22 stocks. The criteria used to select the stocks is using the CANSLIM approach. CANSLIM represents the seven characteristics that top-performing stocks often share before making their biggest price gains. Not all the characteristics are being used since some of them are subjective or I cannot backtest. The characteristics I am using are Earnings per share (EPS) and related data concerning EPS, Return on Equity and Sales increase.

Add – IBCP, NSSC, NOA

Remove – ABR, III, LYTS, ORRF

Noteworthy Active Transactions include  CLS which accounts for much of this Alpha. It is up +80%. A noteworthy Closed Transaction was LYTS. It was added on 12/30/2022 and removed this weekend for a total gain of 20%

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 10/27/23

Small Cap Discoveries	6.10%
IJR (Small Cap benchmark)	-7.43%
CANSLIM Growth	8.10%
IJR (Small Cap benchmark)	-7.43%
Mid Cap Flyers	5.74%
MDY (Mid Cap Benchmark)	-4.00%
Large Cap Stalwarts	-8.89%
RSP (Large Cap benchmark)	-5.37%

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