The Model Portfolio Small Cap Discoveries was updated this weekend. New Adds of 9 stocks were made and Removals of 9 stocks were made. All prices are as of 05/17/2024. A total of 21 stocks are in the Portfolio now.

The Portfolio continues to outpace its benchmark, IJR, by a wide margin. The Portfolio is up over 54% for 2023-2024 and 37% ahead of its benchmark.

The Small Cap Discoveries portfolio is made up of 20 to 30 stocks. It consists of three separate strategies used together to get a good cross section of Small and Micro Cap stocks. The criteria used is Earnings per share (EPS) and related data concerning EPS to identify positive trends such as upside, surprises, magnitude, and consensus metrics. In addition Relative Strength, Price/Sales and Price/Book are examined.

Add – ACCO, AGRO, ARKO, DSX, GPRK, HMST, MTW, VIRC, WWW

Remove – AMTX, APEI, AVD, CSTE, DERM, OIS, TTSH, VVI, WLDN

Noteworthy are ORN (added 2/26/24) and HRTG (added 08/18/23). They are up 50% and 77% respectively. APEI, added on 3/15/24, was Removed from the Portfolio with a gain of 48%

See the Small Cap Discoveries Portfolio Detail Here

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Performance 12/31/2022 to 05/17/2024

Quant Alpha’s *	103.71%
EQAL (Russell 1000 Equal Weight ETF) *	15.26%
BI-Weekly Swings	69.72%
BSMAX ( Russell Small/Mid-Cap Index Fund)	21.43%
Small Cap Discoveries	54.37%
IJR (Small Cap benchmark)	16.64%
CANSLIM Growth	45.95%
BSMAX ( Russell Small/Mid-Cap Index Fund)	21.43%
Mid Cap Flyers	29.72%
MDY (Mid Cap Benchmark)	24.59%
Large Cap Stalwarts	26.20%
RSP (Large Cap benchmark)	18.97%

Backtests for the Model Portfolios

This update of the Small Cap Discoveries Model Portfolio is highlighted by its continuing outperformance over its benchmark. The Portfolio is up 54% since it went live at the beginning of 2023. The benchmark IJR Small Cap index continues to underperform its historical averages. But history shows that eventually the Small Cap index will resume its outperformance phase. I expect this Model Portfolio will excel on the upside when that change takes place.

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