This month in the stock market was a another very positive result month. The SPY was +3.3% with RSP (Invesco S&P 500 Equal Weight ETF) +4.5% with MDY +5.6%, IJR +3.3% and BSMAX (iShares Russell Small/Mid-Cap Index) +4.1%.

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.

The Quant Alpha’s is now up over 107% for 2023-2024 and continues to destroy its benchmark EQAL by 93%. Active outperformers SMCI, POWL and ANF account for some of this Alpha. They are up +825%, +166% and +149% respectively.

The BI-Weekly Swings is now up over 69% for 2023-2024 and crushing its benchmark BSMAX by 47%. Active outperformers are AMAL, HRTG and VIRC. They are up +47%, +61% and +47% respectively. Outperformer NSSC was Removed in March for a +104% gain.

The Small Cap Discoveries is now up over 59% for 2023-2024 and continues to outperform its benchmark IJR by over 43%. Active outperformers HRTG and VIRC account for some of this Alpha. They are up +100% and +71% respectively. ROOT was Removed in March with a +493% gain.

CANSLIM Growth is now up over 39% for 2023-2024 and easily beats its benchmark IJR by over 23%. Active outperformers are NSSC and AMAL. They are up +109% and +49% since added.

The Large Cap Stalwarts is now up over 27% for 2023-2024 and is now outpacing its benchmark RSP by 7%. Active outperformers are META and AMZN. They are up +31% and +20% respectively.

The Mid Cap Flyers is now up over 26% for 2023-2024 and is keeping pace with its benchmark MDY. Active outperformers are PTVE and GPS. They are up +34% and 96% 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 03/31/2024

Quant Alpha’s *	107.96%
EQAL (Russell 1000 Equal Weight ETF) *	14.90%
BI-Weekly Swings	69.95%
BSMAX ( Russell Small/Mid-Cap Index Fund)	22.87%
Small Cap Discoveries	59.49%
IJR (Small Cap benchmark)	16.78%
CANSLIM Growth	39.85%
IJR (Small Cap benchmark)	16.78%
Mid Cap Flyers	26.20%
MDY (Mid Cap Benchmark)	25.66%
Large Cap Stalwarts	27.21%
RSP (Large Cap benchmark)	19.91%

The end-of the-month results shows continuing dramatic outperformance of the Model Portfolios. Led by Quant Alpha’s Portfolio up +107% since it went live in April of 2023. All six Portfolios are currently ahead of their benchmarks over the 2023-2024 time period. This not surprising since the backtests clearly show outperformance of all these Portfolios over time.

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