This month in the stock market was a strong up month. The SPY was +4.6% with RSP (Invesco S&P 500 Equal Weight ETF) +6.8% with MDY +8.6%, IJR +12.8% and BSMAX (iShares Russell Small/Mid-Cap Idx) +9.8%.

Small Cap Discoveries, Mid Cap Flyers, Canslim Growth, Large Cap Stalwarts, BI-Weekly Swings and Quant Alpha’s are all ahead of their respective benchmarks for the year and are positive for the year.

CANSLIM Growth is now up over 34% for the year and easily beats its benchmark IJR by over 18%. Active outperformers are CLS and NSSC They are up +136% and +78% since added.

The Small Cap Discoveries is now up over 30% for the year and continues to outperform its benchmark IJR by over 16%. Active outperformers TAST, WLDN, HRTG and VIRC account for much of this Alpha. They are up +115%, +47%, +22% and 88% respectively.

The Mid-cap Flyers is now up over 21% for the year and is outpacing its benchmark MDY by over 6% for the year. Active outperformers are PTVE and GPS. They are up +28% and +48% respectively.

The Large Cap Stalwarts is now up over 12% for the year and is now outpacing its benchmark RSP by 1%. Active outperformers are DVA, PODD and RCL. They are up +26%, +39% and +36% respectively.

The BI-Weekly Swings is now up over 49% for the year and crushing its benchmark BSMAX by 34%. Active outperformers are AMAL, NSSC and VIRC. They are up +65%, +73% and 62% respectively.

The Quant Alpha’s is now up over 36% for the year and continues to crush its benchmark EQAL by 26%. Active outperformers SMCI, POWL and ANF account for much of this Alpha. They are up +160%, +65% and +75% respectively.

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-month stats are below.

Performance 2023 to 12/31/2023

Small Cap Discoveries	30.97%
IJR (Small Cap benchmark)	14.38%
CANSLIM Growth	34.10%
IJR (Small Cap benchmark)	14.38%
Mid Cap Flyers	21.03%
MDY (Mid Cap Benchmark)	14.59%
Large Cap Stalwarts	12.62%
RSP (Large Cap benchmark)	11.72%
BI-Weekly Swings	49.64%
BSMAX ( Russell Small/Mid-Cap Index Fund)	15.40%
Quant Alpha’s	36.23%
EQAL (Russell 1000 Equal Weight ETF)	9.25%

This is the first year for this website and the first live year for the Model Portfolios being tracked. Overall the year was very good with all six Model Portfolios beating their benchmarks. The backtests of all the Model Portfolios predicted this and it comes as no surprise to me that the live results are matching the backtests. I expect the outperformance in all Model Portfolios will continue thru 2024. Happy holidays to everyone. This will be the last update from the SwingTrader.Trading website in 2023.

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