The Model Portfolio BI-Weekly Swings was updated this morning. New Adds of 6 stocks were made and Removals of 6 stocks were made. All prices are as of 03/27/2024. A total of 21 stocks are in the Portfolio.
The BI-Weekly Swings Portfolio is up 70% 2023-2024 and 47% 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 – ARCO, DESP, INTR, OSW, PAGS, PTLO
Remove – BDTX, HEAR, HLMN, LAC, ONB, TZOO
Noteworthy outperformers in the Active section are AMAL up 47%, VIRC up 48% and HRTG up 59%. LAC Added on 2/24/24 was Removed by the software. LAC was up 49%.
See the BI-Weekly Portfolio Detail Here.
2023-2024 Performance as of 03/27/2024
| Small Cap Discoveries | 59.35% |
| IJR (Small Cap benchmark) | 16.19% |
| CANSLIM Growth | 39.37% |
| IJR (Small Cap benchmark) | 16.19% |
| Mid Cap Flyers | 25.68% |
| MDY (Mid Cap Benchmark) | 25.21% |
| Large Cap Stalwarts | 27.05% |
| RSP (Large Cap benchmark) | 19.49% |
| BI-Weekly Swings | 70.38% |
| BSMAX ( Russell Small/Mid-Cap Index Fund) | 22.87% |
| Quant Alpha’s * | 106.58% |
| EQAL (Russell 1000 Equal Weight ETF) * | 14.38% |
Backtests for the Five Model Portfolios
The BI-Weekly Swings Model Portfolio, continues its outperformance over its benchmark. The Portfolio is now up 70% since the beginning of 2023. Six stocks were Removed this update. They were all positive since they were added. This is unusual. Usually, in the list of Removed stocks is at least one with a loss. Only the software knows why it decided to make this type of change.
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