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 12/20/2023. A total of 21 stocks are in the Portfolio.

The BI-Weekly Swings Portfolio is up 45% this year and 32% 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.

Add – HEAR, HRTG, MASS, MNTX, UTI

Remove – AGI, CHWY, PBPB, RLAY, SEAT

Noteworthy outperformers in the Active Portfolio are , NSSC up 69%, AMAL up 64%. CHWY up 38% was moved from the Active to Closed this week.

Backtest for the BI-Weekly Swings Portfolio

See the Bi-Weekly Portfolio Detail Here.

2023 Performance as of 12/20/2023

Small Cap Discoveries	26.09%
IJR (Small Cap benchmark)	12.01%
CANSLIM Growth	32.71%
IJR (Small Cap benchmark)	12.01%
Mid Cap Flyers	18.92%
MDY (Mid Cap Benchmark)	12.84%
Large Cap Stalwarts	10.40%
RSP (Large Cap benchmark)	9.44%
BI-Weekly Swings	45.73%
BSMAX ( Russell Small/Mid-Cap Index Fund)	13.21%
Quant Alpha’s	38.35%
EQAL (Russell 1000 Equal Weight ETF)	6.94%

Backtests for the Five Model Portfolios

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