The Model Portfolio Large Cap Stalwarts was updated this weekend. New Adds of 10 stocks were made and Removals of 8 stocks were made. All prices are as of 11/10/2023. A total of 20 stocks are in the Portfolio now.
Add – CBOE, CDAY, CINF, DVA, EMR, PGR, PODD, RCL, TAP, VICI
Remove – AMAT, AMZN, AXON, CAT, CHD, FANG, GEN, SHW
BackTest – The Backtest for this Portfolio outperformed the RSP benchmark in 12 out of the 19 years tested. It underperformed in years 2008, 2009, 2011, 2013, 2018 and 2020. It was largely even with the benchmark in 2010. When the Portfolio outperformed, it was usually by a significant margin. The best year was 2017 when it was up by 44%.
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 11/10/23
| Small Cap Discoveries | 11.58% |
| IJR (Small Cap benchmark) | -3.39% |
| CANSLIM Growth | 15.94% |
| IJR (Small Cap benchmark) | -3.39% |
| Mid Cap Flyers | 7.89% |
| MDY (Mid Cap Benchmark) | 0.72% |
| Large Cap Stalwarts | -0.38% |
| RSP (Large Cap benchmark) | -0.35% |
Backtests for the Four Model Portfolios
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