The CANSLIM Growth Model Portfolio was updated this weekend. New Adds of 4 stocks were made and Removals of 4 stocks were made. All prices are as of 02/23/2024. A total of 20 stocks are in the Portfolio.
The CANSLIM Growth Model Portfolio is up over 35% in 2023-2024 and 23% ahead of its benchmark IJR.
The Model Portfolio is made up of 19 to 22 stocks. The criteria used to select the stocks is using the CANSLIM approach. CANSLIM represents the seven characteristics that top-performing stocks often share before making their biggest price gains. Not all the characteristics are being used since some of them are subjective or I cannot backtest. The characteristics I am using are Earnings per share (EPS) and related data concerning EPS, Return on Equity and Sales increase.
Remove – ACEL, CLS, EQBK, OCSL
Noteworthy Active Transactions include NSSC which is up 129% since its addition to the Active Portfolio on 10/27/23. Another one is AMAL which is up 49% since its addition to the Active Portfolio on 6/30/23. The software decided to Remove CLS. It was up +219% and was added to the Active Portfolio 3/24/23.
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 02/23/24
| Small Cap Discoveries | 32.01% |
| IJR (Small Cap benchmark) | 12.62% |
| CANSLIM Growth | 35.97% |
| IJR (Small Cap benchmark) | 12.62% |
| Mid Cap Flyers | 18.39% |
| MDY (Mid Cap Benchmark) | 17.80% |
| Large Cap Stalwarts | 20.72% |
| RSP (Large Cap benchmark) | 14.69% |
| BI-Weekly Swings | 50.19% |
| BSMAX ( Russell Small/Mid-Cap Index Fund) | 16.60% |
| Quant Alpha’s | 92.79% |
| EQAL (Russell 1000 Equal Weight ETF) | 9.82% |
The CANSLIM Growth Model Portfolio continues its dramatic outperformance over its benchmark into 2024. The turnover of 4 out of 20 stocks was implemented this month. The software decided to Remove the best stock in the active portfolio, CLS. This locked in a gain of 219%.
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.
Position Trader 
You must be logged in to post a comment.