The Model Portfolio Mid Cap Flyers was updated this weekend. New Adds of 14 stocks were made and Removals of 14 stocks were made. All prices are as of 03/01/2024. A total of 20 stocks are in the Portfolio now.

The Mid Cap Flyers Model Portfolio is now up 19% for 2023-2024 and is roughly equal to its benchmark MDY. Active outperformer GPS is up +35% and PTVE up +24%. These tickers were added 11/3/23 and 11/3/23 respectively.

BackTest – The Backtest for this Portfolio outperformed the MDY benchmark in 15 out of the 19 years tested. It underperformed in years 2014 and 2019. It was largely even with the benchmark in 2008 and 2015. When the Portfolio outperformed, it was usually by a significant margin. The best year was 2005 when it was up by 46%.

Add – ADMA, AROC, BUSE, CHWY, CMTG, GOGL, INDV, KNSA, NTCT, OGN, RITM, SMTC, VGR, XRX

Remove – ARI, AVDX, EQX, ERO, GME, GT, NVGS, NWL, OII, PLTK, STNE, SUZ, UE, UPWK

The Mid Cap Flyers Portfolio Detail Here

The Mid Cap Flyers Backtest Here

Performance 12/31/2022 to 03/01/2024

Small Cap Discoveries	43.81%
IJR (Small Cap benchmark)	14.01%
CANSLIM Growth	35.59%
IJR (Small Cap benchmark)	14.01%
Mid Cap Flyers	19.99%
MDY (Mid Cap Benchmark)	20.06%
Large Cap Stalwarts	22.47%
RSP (Large Cap benchmark)	16.06%
BI-Weekly Swings	58.62%
BSMAX ( Russell Small/Mid-Cap Index Fund)	19.47%
Quant Alpha’s	107.96%
EQAL (Russell 1000 Equal Weight ETF)	11.14%

The Mid Cap Flyers Model Portfolio continued to keep apace with its benchmark, MDY. They are roughly equal in their performance since the beginning of 2023.

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.