The Model Portfolio BI-Weekly Swings was updated this morning. New Adds of 6 stocks were made and Removals of 6 stocks were made. All prices are as of 01/03/2023. A total of 21 stocks are in the Portfolio.

The BI-Weekly Swings Portfolio is up 44% 2023-2024 and 32% 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 – BWB, NU, PAGS, PBPB, PK, RRGB

Remove – ARAY, HAFC, HEAR, MASS, MITK, ULBI

Noteworthy outperformers in the Active section are NSSC up 68%, AMAL up 56% and VIRC up 60%.

See the BI-Weekly Portfolio Detail Here.

2023-2024 Performance as of 01/03/2024

Small Cap Discoveries	26.86%
IJR (Small Cap benchmark)	10.80%
CANSLIM Growth	30.86%
IJR (Small Cap benchmark)	10.80%
Mid Cap Flyers	18.08%
MDY (Mid Cap Benchmark)	11.64%
Large Cap Stalwarts	10.78%
RSP (Large Cap benchmark)	10.10%
BI-Weekly Swings	44.13%
BSMAX ( Russell Small/Mid-Cap Index Fund)	12.00%
Quant Alpha’s	31.24%
EQAL (Russell 1000 Equal Weight ETF)	7.90%

Backtests for the Five Model Portfolios

The BI-Weekly Swings Portfolio continues its benchmark beating performance into 2024. The top performers in the Active section, such as VIRC, NSSC and AMAL were retained by the software for this update. This is a typical output from the software. It tends to keep the stocks doing well and Removes the stocks that are not performing well. Over time, you get a Portfolio full of strongly performing stocks and the results reflect that.

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