The Model Portfolio Large Cap Stalwarts was updated this weekend. New Adds of 5 stocks were made and Removals of 11 stocks were made. All prices are as of 04/12/2024. A total of 14 stocks are in the Portfolio now.
Remove – AMZN, BK, CLX, HCA, META, NFLX, PCAR, RCL, RL, TSN, TXT
The Model Portfolio Large Cap Stalwarts continues its outperformance over its benchmark RSP. It is now up 23% since it went live. This is 8% ahead of its benchmark RSP.
Noteworthy outperformers in the Portfolio were Removed this update. Meta and AMZN were Removed. They were up 38% and 24% respectively since added to the Portfolio.
The Model Portfolio is made up of 10 to 20 stocks. First, the software checks if the large cap stocks are listed in the S&P 500 index. Then, it analyzes the most recent earnings data to identify positive trends such as upside, surprises, magnitude, and consensus metrics.
See the Large Cap Stalwarts Portfolio Detail Here
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For 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-week stats are below.
Performance 12/31/2022 to 04/12/2024
| Quant Alpha’s * | 94.16% |
| EQAL (Russell 1000 Equal Weight ETF) * | 10.45% |
| BI-Weekly Swings | 63.62% |
| BSMAX ( Russell Small/Mid-Cap Index Fund) | 16.68% |
| Small Cap Discoveries | 51.40% |
| IJR (Small Cap benchmark) | 10.43% |
| CANSLIM Growth | 35.38% |
| IJR (Small Cap benchmark) | 10.43% |
| Mid Cap Flyers | 19.23% |
| MDY (Mid Cap Benchmark) | 19.68% |
| Large Cap Stalwarts | 23.12% |
| RSP (Large Cap benchmark) | 14.68% |
See the Large Cap Stalwarts Backtest Here
The Large Cap Stalwarts Model Portfolio continues to outperform its RSP benchmark by a healthy amount. This month, 5 stocks were Added and 11 stocks were Removed from the Portfolio. This reduction in the size of the Portfolio in the 1st month of a quarter by the software is normal. Notable was the Removal of the Magnificent 7 stocks META and AMZN. In fact, no tech stocks were added this month. This marks a pivot in where the software is finding value. Hopefully, this change turns out to be timely.
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