The Model Portfolio BI-Weekly Swings was updated this morning. New Adds of 8 stocks were made and Removals of 8 stocks were made. All prices are as of 04/10/2024. A total of 21 stocks are in the Portfolio.
The BI-Weekly Swings Portfolio is up 65% 2023-2024 and 43% ahead of its benchmark BSMAX.
BackTest – The backtest for this Portfolio outperformed the IJR and MDY benchmarks in 15 out of the 19 years tested. It underperformed in years 2008, 2011 and 2019. It was largely even with the benchmarks in 2017. When the Portfolio outperformed, it was usually by a wide margin. The best year was 2016 when it was up by 86%. BSMAX does not go back to year 2004 so it could not be used for a backtest.
Add – APEI, ARIS, COTY, ILPT, OUT, PAYS, TFPM, TSQ
Remove – AMAL, CMPO, CRGY, FDUS, GDRX, INTR, PBPB, USAP
Noteworthy outperformers in the Active section are HRTG up 50% and VIRC up 51%. AMAL added on 6/16/23 and USAP added on 1/31/24 were Removed from the Portfolio. They were up 35% and 33% since they were added.
YOUTUBE Swing Trader Trading Channel
See the BI-Weekly Portfolio Detail Here.
2023-2024 Performance as of 04/10/2024
| Quant Alpha’s * | 97.47% |
| EQAL (Russell 1000 Equal Weight ETF) * | 12.54% |
| BI-Weekly Swings | 65.22% |
| BSMAX ( Russell Small/Mid-Cap Index Fund) | 21.36% |
| Small Cap Discoveries | 53.52% |
| IJR (Small Cap benchmark) | 11.64% |
| CANSLIM Growth | 36.54% |
| IJR (Small Cap benchmark) | 11.64% |
| Mid Cap Flyers | 21.08% |
| MDY (Mid Cap Benchmark) | 21.41% |
| Large Cap Stalwarts | 24.43% |
| RSP (Large Cap benchmark) | 16.61% |
Backtests for the Five Model Portfolios
The BI-Weekly Swings Model Portfolio, continued its strong outperformance since it went live at the beginning of 2023. It is up 65% since then. The software decided to keep outperformers VIRC and HRTG for another two weeks and Removed outperformers AMAL and USAP. I set-up a Youtube channel that talks about this website. The link is here.
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