The Model Portfolio Large Cap Stalwarts was updated this weekend. New Adds of 11 stocks were made and Removals of 11 stocks were made. All prices are as of 02/09/2024. A total of 15 stocks are in the Portfolio now.

Add – BK, CLX, HCA, NFLX, NVR, PCAR, PGR, RCL, RL, TSN, TXT

Remove – AIZ, CEG, DVA, GE, IP, IT, MLM, REGN, WAB, WMB, WRB

The Model Portfolio Large Cap Stalwarts continues its outperformance over its benchmark RSP. 

The Model Portfolio is made up of 10 to 20 stocks. The criteria used is firstly, the stocks are in the large cap universe of stocks and USA centric stocks. Secondly, Earnings per share (EPS) and related data concerning EPS is used to make the selections.

See the Large Cap Stalwarts Portfolio Detail Here

See the Large Cap Stalwarts Backtest Here

For 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-week stats are below.

Performance 12/31/2022 to 02/09/2024

Small Cap Discoveries	25.96%
IJR (Small Cap benchmark)	12.00%
CANSLIM Growth	35.14%
IJR (Small Cap benchmark)	12.00%
Mid Cap Flyers	18.75%
MDY (Mid Cap Benchmark)	15.84%
Large Cap Stalwarts	18.70%
RSP (Large Cap benchmark)	12.52%
BI-Weekly Swings	44.03%
BSMAX ( Russell Small/Mid-Cap Index Fund)	15.62%
Quant Alpha’s	82.07%
EQAL (Russell 1000 Equal Weight ETF)	8.44%

The Large Cap Stalwarts Model Portfolio continues to outperform its RSP benchmark by a healthy amount. It is now 6% ahead of its benchmark.

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