The Model Portfolio Large Cap Stalwarts was updated this weekend. New Adds of 12 stocks were made and Removals of 6 stocks were made. All prices are as of 05/10/2024. A total of 20 stocks are in the Portfolio now.

Add – ACGL, BRO, CHRW, GOOGL, GRMN, HAS, HWM, MS, PHM, RCL, STLD, WAB

Remove – BLK, CAH, HST, NVR, TAP, VMC

The Model Portfolio Large Cap Stalwarts continues its outperformance over its benchmark RSP. It is now up 25% since it went live. This is 7% ahead of its benchmark RSP.

BackTest – The Backtest for this Portfolio outperformed the RSP benchmark in 12 out of the 19 years tested. It underperformed in years 2008, 2009, 2011, 2013, 2018 and 2020. It was largely even with the benchmark in 2010. When the Portfolio outperformed, it was usually by a significant margin. The best year was 2017 when it was up by 44%

See the Large Cap Stalwarts Portfolio Detail Here

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Performance 12/31/2022 to 05/10/2024

Quant Alpha’s *	100.85%
EQAL (Russell 1000 Equal Weight ETF) *	13.55%
BI-Weekly Swings	67.39%
BSMAX ( Russell Small/Mid-Cap Index Fund)	20.30%
Small Cap Discoveries	52.52%
IJR (Small Cap benchmark)	15.15%
CANSLIM Growth	44.11%
BSMAX ( Russell Small/Mid-Cap Index Fund)	20.30%
Mid Cap Flyers	26.09%
MDY (Mid Cap Benchmark)	23.56%
Large Cap Stalwarts	25.03%
RSP (Large Cap benchmark)	17.60%

Backtests for the Five Model Portfolios

The Large Cap Stalwarts Model Portfolio continues to outperform its RSP benchmark by a healthy amount. This month, 12 stocks were Added and 6 stocks Removed. This net addition is normal for the 2nd month of a quarter since many new earnings reports are in the database giving the software fresh data to work with. The Portfolio continues to outperform its equal weight S&P 500 index, RSP.

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