Model Portfolio Update 11/03/2023 – Mid Cap Flyers – Outperformance Continues

Mid Cap Flyers 2023 performance year to date

The Model Portfolio Mid Cap Flyers was updated this weekend. New Adds of 16 stocks were made and Removals of 16 stocks were made. All prices are as of 11/03/2023. 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.

BackTest – The Backtest for this Portfolio outperformed the MDY benchmark in 15 out of the 19 years tested. It underperformed in years 2014 and 2019. It was largely even with the benchmark in 2008 and 2015. When the Portfolio outperformed, it was usually by a significant margin. The best year was 2005 when it was up by 46%.

Add – ACVA, AGRO, AM, BTE, CPG, GDRX, GME, GPS, INTR, MDRX, OSCR, PTVE, RITM, SCS, TGNA, TRIP

Remove – ARCO, ARHS, CPRX, EQX, ERF, GBDC, GES, JBI, KRP, PAYO, PSEC, PTEN, RUN, SONO, TAC, USAC

The Mid Cap Flyers Portfolio Detail Here

The Mid Cap Flyers Backtest Here

Monthly Model Portfolios for SwingTrader.Trading
Small Cap Discoveries13.53%
IJR (Small Cap benchmark)-0.44%
CANSLIM Growth15.99%
IJR (Small Cap benchmark)-0.44%
Mid Cap Flyers10.65%
MDY (Mid Cap Benchmark)2.31%
Large Cap Stalwarts-3.77%
RSP (Large Cap benchmark)0.24%
live Portfolio Results for SwingTrader.Trading

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