The CANSLIM Growth Model Portfolio was updated this weekend. New Adds of 5 stocks were made and Removals of 5 stocks were made. All prices are as of 01/26/2024. A total of 20 stocks are in the Portfolio.

The CANSLIM Growth Model Portfolio is up over 34% in 2023-2024 and 22% ahead of its benchmark IJR.

BackTest – The Backtest for this Portfolio outperformed the IJR benchmark in 18 out of the 19 years tested. It was largely even with the benchmark in 2018. When the Portfolio outperformed, it was usually by a wide margin. The best year was 2013 when it was up by 46%

Add – FBP, FFBC, OCSL, PEBO, XP

Remove – ABR, AGNC, CBNK, PSEC, SPFI

Noteworthy Active Transactions include CLS which accounts for some of this Alpha. It is up +158% and was added to the Active Portfolio 3/24/23. Another one is NSSC which is up 83% since its addition to the Active Portfolio on 10/27/23. A third one is AMAL which is up 63% since its addition to the Active Portfolio on 6/30/23.

See the CANSLIM Growth Portfolio Detail Here

Backtest for the CANSLIM Growth Model Portfolio

In the six Model Portfolios, Mid Cap Flyers, Small Cap Discoveries, CANSLIM Growth, Large Cap Stalwarts, BI-Weekly Swings and Quant Alpha’s, the year-to-date stats are below.

Performance 12/31/2022 to 01/26/24

Small Cap Discoveries	28.57%
IJR (Small Cap benchmark)	12.00%
CANSLIM Growth	34.37%
IJR (Small Cap benchmark)	12.00%
Mid Cap Flyers	19.36%
MDY (Mid Cap Benchmark)	13.93%
Large Cap Stalwarts	15.15%
RSP (Large Cap benchmark)	11.50%
BI-Weekly Swings	48.05%
BSMAX ( Russell Small/Mid-Cap Index Fund)	13.96%
Quant Alpha’s	47.10%
EQAL (Russell 1000 Equal Weight ETF)	8.37%

The CANSLIM Growth Model Portfolio continued its dramatic outperformance over its benchmark into 2024. The software decided to retain CLS, NSSC and AMAL for another month. Consistently retaining its big winners and replacing some marginal picks with fresh Adds as it powers ahead.

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