This month in the stock market was a very positive result month. The SPY was +5.2% with RSP (Invesco S&P 500 Equal Weight ETF) +4.0% with MDY +5.8%, IJR +3.3% and BSMAX (iShares Russell Small/Mid-Cap Index) +4.7%.

Small Cap Discoveries, Canslim Growth, Large Cap Stalwarts, BI-Weekly Swings and Quant Alpha’s are all ahead of their respective benchmarks for the 2023-2024 period.

CANSLIM Growth is now up over 35% for 2023-2024 and easily beats its benchmark IJR by over 21%. Active outperformers are NSSC and AMAL. They are up +134% and +43% since added.

The Small Cap Discoveries is now up over 38% for 2023-2024 and continues to outperform its benchmark IJR by over 25%. Active outperformers ROOT and VIRC account for some of this Alpha. They are up +260% and +64% respectively.

The Mid Cap Flyers is now up over 19% for 2023-2024 and is keeping pace with its benchmark MDY. Active outperformers are PTVE and GPS. They are up +38% and 34% respectively.

The Large Cap Stalwarts is now up over 22% for 2023-2024 and is now outpacing its benchmark RSP by 6%. Active outperformers are META and AMZN. They are up +32% and +17% respectively.

The BI-Weekly Swings is now up over 57% for 2023-2024 and crushing its benchmark BSMAX by 39%. Active outperformers are AMAL, NSSC and VIRC. They are up +41%, +128% and +42% respectively. Outperformer ROOT was Removed in February for a +196% gain.

The Quant Alpha’s is now up over 102% for 2023-2024 and continues to destroy its benchmark EQAL by 92%. Active outperformers SMCI, POWL and ANF account for some of this Alpha. They are up +693%, +247% and +154% respectively.

In 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-month stats are below.

Performance 01/01/23 to 02/29/2024

Small Cap Discoveries	38.74%
IJR (Small Cap benchmark)	13.43%
CANSLIM Growth	35.16%
IJR (Small Cap benchmark)	13.43%
Mid Cap Flyers	19.23%
MDY (Mid Cap Benchmark)	19.24%
Large Cap Stalwarts	22.03%
RSP (Large Cap benchmark)	15.25%
BI-Weekly Swings	57.24%
BSMAX ( Russell Small/Mid-Cap Index Fund)	17.74%
Quant Alpha’s	102.38%
EQAL (Russell 1000 Equal Weight ETF)	10.13%

The end-of the-month results shows continuing dramatic outperformance of the Model Portfolios compared to their respective benchmarks into 2024. Powered by the outsized performances of the BI-Weekly Swings and Quant Alpha’s Model Portfolio’s, the Model Portfolios continue to validate the backtests of the criteria used to generate the selections.

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