The Model Portfolio Large Cap Stalwarts was updated this weekend. New Adds of 8 stocks were made and Removals of 9 stocks were made. All prices are as of 12/15/2023. A total of 19 stocks are in the Portfolio now.

Add – AIZ, AMZN, EG, IT, WAB, WMB, WRB

Remove – CPRT, JPM, LW, NVDA, PANW, QRVO, ROST, SNPS

The Model Portfolio is made up of 10 to 20 stocks. The criteria used is firstly, the stocks are in the large cap universe of stocks and USA centric stocks. Secondly, Earnings per share (EPS) and related data concerning EPS is used to make the selections.

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 12/15/23

Small Cap Discoveries	20.72%
IJR (Small Cap benchmark)	12.18%
CANSLIM Growth	31.31%
IJR (Small Cap benchmark)	12.18%
Mid Cap Flyers	18.87%
MDY (Mid Cap Benchmark)	13.05%
Large Cap Stalwarts	11.00%
RSP (Large Cap benchmark)	10.73%
BI-Weekly Swings	43.74%
BSMAX ( Russell Small/Mid-Cap Index Fund)	13.51%
Quant Alpha’s	34.64%
EQAL (Russell 1000 Equal Weight ETF)	8.04%

Backtests for the Four Model Portfolios

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