The Model Portfolio BI-Weekly Swings was updated this morning. New Adds of 5 stocks were made and Removals of 5 stocks were made. All prices are as of 02/28/2024. A total of 21 stocks are in the Portfolio.

The BI-Weekly Swings Portfolio is up 55% 2023-2024 and 37% 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 – BGC, CTLP, HLLY, HLMN, INTR

Remove – EGO, GT, LPRO, ROOT, VRE

Noteworthy outperformers in the Active section are NSSC up 125%, AMAL up 44% and VIRC up 35%. ROOT the top performer is being Removed. It was up 196% since its addition on 11/22/23.

See the BI-Weekly Portfolio Detail Here.

2023-2024 Performance as of 02/28/2024

Small Cap Discoveries	36.42%
IJR (Small Cap benchmark)	12.86%
CANSLIM Growth	34.66%
IJR (Small Cap benchmark)	12.86%
Mid Cap Flyers	18.54%
MDY (Mid Cap Benchmark)	18.32%
Large Cap Stalwarts	21.38%
RSP (Large Cap benchmark)	14.78%
BI-Weekly Swings	55.41%
BSMAX ( Russell Small/Mid-Cap Index Fund)	18.11%
Quant Alpha’s	95.94%
EQAL (Russell 1000 Equal Weight ETF)	9.89%

Backtests for the Five Model Portfolios

The BI-Weekly Swings Model Portfolio, continues to march upward. It is now up 55% since the Live launch 0n 12/31/22. The software retained for another two weeks the outperformers NSSC, AMAL and VIRL. After a massive runup over the last weeks by ROOT, the software decided to Remove it. It was up 196% at the close Friday. Some may say that this massive runup was just luck but I believe it shows that the software is identifying good candidates for breakouts long before the ‘Street’ comes to recognize the potential.

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