Portfolio Update 12/04/2023 – BI-Weekly Swings – Up 39% year to date

BI-Weekly Swings Stock Portfolio 2023 performance to date.

The Model Portfolio BI-Weekly Swings was updated this morning. New Adds of 5 stocks were made and Removals of 5 stocks were made. All prices are as of 12/04/2023. A total of 21 stocks are in the Portfolio.

The BI-Weekly Swings Portfolio is up 39% this year and 30% ahead of its benchmark BSMAX.

The BI-Weekly Swings Portfolio is made up of 15 to 21 stocks. It is updated every two weeks. It consists of three separate strategies used together to get a good cross section of Mid Cap, Small Cap and Micro Cap stocks. Two of the strategies are also used in the monthly Model Portfolio area and are being used here because they perform especially well with the two week update cycle. The third strategy is new to this website. The criteria used is Earnings per share (EPS) and related data concerning EPS, Return on Equity (ROE), change in EPS, change in Sales, Relative Strength, Price to Sales.

Add – ABR, AGI, ARAY, ARCO, GTES

Remove – AEO, AM, ARIS, BHC, HRTG

Noteworthy outperformers in the Active Portfolio are , NSSC up 61%, AMAL up 36% and SILV up 34%. HRTG up 63% was removed today and is the Closed Transactions.

Backtest for the BI-Weekly Swings Portfolio

See the Bi-Weekly Portfolio Detail Here.

Model Portfolio results to date for SwingTrader.Trading

2023 Performance as of 12/04/2023

Small Cap Discoveries22.96%
IJR (Small Cap benchmark)6.02%
CANSLIM Growth22.80%
IJR (Small Cap benchmark)6.02%
Mid Cap Flyers17.43%
MDY (Mid Cap Benchmark)9.29%
Large Cap Stalwarts7.34%
RSP (Large Cap benchmark)6.62%
BI-Weekly Swings39.10%
BSMAX ( Russell Small/Mid-Cap Index Fund)7.92%
Quant Alpha’s24.43%
EQAL (Russell 1000 Equal Weight ETF)4.39%
Live Portfolio Results for SwingTrader.Trading

Backtests for the Four Model Portfolios

All content on this site is for informational purposes only and does not constitute financial advice. Consult relevant financial professionals in your country of residence to get personalized advice before you make any trading or investing decisions. Disclaimer