The Model Portfolio BI-Weekly Swings was updated this morning. New Adds of 4 stocks were made and Removals of 4 stocks were made. All prices are as of 04/24/2024. A total of 21 stocks are in the Portfolio.

The BI-Weekly Swings Portfolio is up 63% 2023-2024 and is 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 – AMTX, DH, HNST, SILV

Remove – NOTV, OUT, PTLO, TFPM

Noteworthy outperformers in the Active section are HRTG up 59% and VIRC up 44%.

YOUTUBE Swing Trader Trading Channel

See the BI-Weekly Portfolio Detail Here.

2023-2024 Performance as of 04/24/2024

Quant Alpha’s *	85.26%
EQAL (Russell 1000 Equal Weight ETF) *	10.94%
BI-Weekly Swings	63.52%
BSMAX ( Russell Small/Mid-Cap Index Fund)	16.38%
Small Cap Discoveries	51.70%
IJR (Small Cap benchmark)	11.70%
CANSLIM Growth	40.13%
IJR (Small Cap benchmark)	11.70%
Mid Cap Flyers	20.05%
MDY (Mid Cap Benchmark)	19.65%
Large Cap Stalwarts	23.23%
RSP (Large Cap benchmark)	15.18%

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 increased its lead over the benchmark, BSMAX, since the last update. The Portfolio, up 63%, since 1/1/2023, had four new Adds this update. This turnover is lower than usual.

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