The Model Portfolio BI-Weekly Swings was updated this morning. New Adds of 7 stocks were made and Removals of 7 stocks were made. All prices are as of 02/14/2024. A total of 21 stocks are in the Portfolio.

The BI-Weekly Swings Portfolio is up 44% 2023-2024 and 28% 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 – FDUS, GT, HEAR, LAC, LPRO, MWA, VRE

Remove – ACEL, BHC, EQX, GDRX, MNTX, NWL, OSW

Noteworthy outperformers in the Active section are NSSC up 130%, AMAL up 46% and VIRC up 29%.

See the BI-Weekly Portfolio Detail Here.

2023-2024 Performance as of 02/14/2024

Small Cap Discoveries	27.13%
IJR (Small Cap benchmark)	11.96%
CANSLIM Growth	34.59%
IJR (Small Cap benchmark)	11.96%
Mid Cap Flyers	18.41%
MDY (Mid Cap Benchmark)	15.65%
Large Cap Stalwarts	18.59%
RSP (Large Cap benchmark)	12.42%
BI-Weekly Swings	44.66%
BSMAX ( Russell Small/Mid-Cap Index Fund)	15.70%
Quant Alpha’s	94.48%
EQAL (Russell 1000 Equal Weight ETF)	8.27%

Backtests for the Five Model Portfolios

The BI-Weekly Swings Model Portfolio, since the last update two weeks ago, maintained its 44% increase over 2023-2024 The three top Active selections were retained for another two weeks. Namely, NSSC, AMAL and VIRC.

All content on this site is for informational purposes only and does not constitute financial advice. Consult relevant financial professionals in your country of residence to get personalized advice before you make any trading or investing decisions. Disclaimer

Copyright 2023-2024 SwingTrader.Trading. All Rights Reserved.