This month in the stock market was a mixed result month. The SPY was +1.6% with RSP (Invesco S&P 500 Equal Weight ETF) -0.8% with MDY -1.7%, IJR -3.9% and BSMAX (iShares Russell Small/Mid-Cap Idx) -0.5%.

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 2023-2024 period.

CANSLIM Growth is now up over 32% for 2023-2024 and easily beats its benchmark IJR by over 23%. Active outperformers are CLS, NSSC and AMAL. They are up +177%, +81% and 65% since added.

The Small Cap Discoveries is now up over 26% for 2023-2024 and continues to outperform its benchmark IJR by over 16%. Active outperformers VIRC and PANL account for some of this Alpha. They are up +87% and 56% respectively.

The Mid-cap Flyers is now up over 17% for 2023-2024 and is outpacing its benchmark MDY by over 4% for the year. Active outperformers are PTVE , GPS and TBLA. They are up +37%, 33% and +28% respectively.

The Large Cap Stalwarts is now up over 14% for 2023-2024 and is now outpacing its benchmark RSP by 4%. Active outperformers are DVA and WRB. They are up +30% and +16% respectively.

The BI-Weekly Swings is now up over 44% for 2023-2024 and crushing its benchmark BSMAX by 29%. Active outperformers are AMAL, NSSC and VIRC. They are up +63%, +76% and 61% respectively.

The Quant Alpha’s is now up over 57% for 2023-2024 and continues to crush its benchmark EQAL by 49%. Active outperformers SMCI, POWL and ANF account for much of this Alpha. They are up +385%, +122% and +102% 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 01/31/2024

Small Cap Discoveries	26.54%
IJR (Small Cap benchmark)	9.89%
CANSLIM Growth	32.82%
IJR (Small Cap benchmark)	9.89%
Mid Cap Flyers	17.32%
MDY (Mid Cap Benchmark)	12.60%
Large Cap Stalwarts	14.97%
RSP (Large Cap benchmark)	10.77%
BI-Weekly Swings	44.26%
BSMAX ( Russell Small/Mid-Cap Index Fund)	14.87%
Quant Alpha’s	57.05%
EQAL (Russell 1000 Equal Weight ETF)	7.41%

The end-of the-month results shows continuing dramatic outperformance of the model Portfolios compared to their respective benchmarks into 2024. I expect this outperformance to continue. Especially note worthy is the large outperformance of the Quant Alpha’s Portfolio. Several active Adds had new earnings reports lately that were well received. This isn’t just luck. The Quant Ranking system favors the stocks that are most likely to surprise on the upside, 

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