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 01/31/2024. A total of 21 stocks are in the Portfolio.

The BI-Weekly Swings Portfolio is up 44% 2023-2024 and 31% 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 – BHC, EGO, FBP, OSBC, USAP, WT

Remove – AGNC, BWB, INTR, PAGS, RRGB, UTI

Noteworthy outperformers in the Active section are NSSC up 76%, AMAL up 63% and VIRC up 61%.

See the BI-Weekly Portfolio Detail Here.

2023-2024 Performance as of 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)	12.45%
Quant Alpha’s	57.05%
EQAL (Russell 1000 Equal Weight ETF)	7.41%

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 maintains an over 30% outperformance over the benchmark BSMAX. For this update, the software decided to retain NSSC, AMAL and VIRC. Keeping the winners and replacing stocks that are not performing well is a feature of the software that has proved to provide Alpha over time.

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