The Model Portfolio BI-Weekly Swings was updated this morning. New Adds of 3 stocks were made and Removals of 3 stocks were made. All prices are as of 11/22/2023. A total of 21 stocks are in the Portfolio.
The BI-Weekly Swings has been a probationary Portfolio this year but since it has proven itself to be such a strong outperformer after it went live, I am now going to include it with the other Model Portfolios going forward. It is not a probationary Portfolio any longer.
The BI-Weekly Swings Portfolio is up 29% this year and 25% 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.
Remove – LSEA, ORN, TRIP
Noteworthy outperformers in the Active Portfolio are HRTG up 45%, HAFC up 33% and AMAL up 27%. LSEA up 43% since its addition to the Active Portfolio on 10/25/23 was Removed
Backtest for the BI-Weekly Swings Portfolio
See the Bi-Weekly Portfolio Detail Here.
2023 Performance as of 11/22/2023
Backtests for the Four Model Portfolios
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