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 01/17/2023. A total of 21 stocks are in the Portfolio.

The BI-Weekly Swings Portfolio is up 44% 2023-2024 and 34% 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 – DB, EQX, GDRX, INTR, NWL, OSW

Remove – ABR, ARCO, EHTH, GTES, NU, PK

Noteworthy outperformers in the Active section are NSSC up 67%, AMAL up 53% and VIRC up 46%.

See the BI-Weekly Portfolio Detail Here.

2023-2024 Performance as of 01/17/2024

Small Cap Discoveries	25.48%
IJR (Small Cap benchmark)	8.15%
CANSLIM Growth	29.25%
IJR (Small Cap benchmark)	8.15%
Mid Cap Flyers	16.06%
MDY (Mid Cap Benchmark)	10.97%
Large Cap Stalwarts	11.74%
RSP (Large Cap benchmark)	8.91%
BI-Weekly Swings	44.14%
BSMAX ( Russell Small/Mid-Cap Index Fund)	10.49%
Quant Alpha’s	31.15%
EQAL (Russell 1000 Equal Weight ETF)	5.89%

Backtests for the Five Model Portfolios

The BI-Weekly Swings Model Portfolio continued its outperformance over its benchmark BSMAX this latest two weeks. The Portfolio was largely unchanged.

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