The Model Portfolio Small Cap Discoveries was updated this weekend. New Adds of 9 stocks were made and Removals of 9 stocks were made. All prices are as of 11/17/2023. 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 15% for the year.
BackTest – The Backtest for this Portfolio outperformed the IJR benchmark in 15 out of the 19 years tested. It underperformed in years 2008, 2015, 2017 and 2019. When the Portfolio outperformed, it was usually by a wide margin. The best year was 2009 when it was up by 127%.
Add – ARIS, BRY, DSX, EHTH, LFVN, MNTX, OIS, SB, ULBI
Remove – AMPY, ARAY, ASTE, EVER, FLWS, OPRT, REVG, TDUP, VRA
Noteworthy are TAST (added 4/21/2023) and ORN (added 8/18/2023). They are currently up 93% and 47% respectively.
See the Small Cap Discoveries Portfolio Detail Here
In the Six Model Portfolios, Mid Cap Flyers, Small Cap Discoveries, CANSLIM Growth, Large Cap Stalwarts, BI-Weekly Swings and Quant Alpha’s the end-of-week stats are below.
Performance 2023 to 11/17/2023
Backtests for the Model Portfolios
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One response to “Model Portfolio Update 11/17/2023 – Small Cap Discoveries – Up over 15% for 2023”
[…] last monthly update for Small Cap Discoveries is HERE , for Mid Cap Flyers is HERE, for Canslim Growth is HERE and Large Cap Stalwarts is HERE […]
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