This month in the stock market was a positive result month for the indexes. The SPY was +5.1% with RSP (S&P 500 Equal Weight ETF) +2.8% with MDY +4.5%, IJR +5.0%, EQAL (Russell 1000 Equal Weight ETF) +3.6% and BSMAX (Russell Small/Mid-Cap Index) +3.3%.

All Model Portfolios are now all ahead of their respective benchmarks for the 2023-2024 period.

The Quant Alpha’s is now up over 102% for 2023-2024 and continues to destroy its benchmark EQAL by 89%. The outperformance increased dramatically in May. Active outperformers SMCI, POWL and ANF account for some of this Alpha. They are up +618%, +237% and +244% respectively.

The BI-Weekly Swings is now up over 64% for 2023-2024 and crushing its benchmark BSMAX by 45%. Active outperformers are HRTG and VIRC. They are up +29% and +60% respectively.

The Small Cap Discoveries is now up over 55% for 2023-2024 and continues to outperform its benchmark IJR by over 39%. This outperformance increased slightly in May. Active outperformers HRTG and AMCX account for some of this Alpha. They are up +59% and 41% respectively.

CANSLIM Growth is now up over 45% for 2023-2024 and easily beats its benchmark BSMAX by over 25%. The outperformance increased in May. Active outperformer CSWC was up 38%. Outperformer GSL was removed in May. It was up 58% when removed.

The Large Cap Stalwarts is now up over 26% for 2023-2024 and is now outpacing its benchmark RSP by 9%. The outperformance increased in May. Outperformer NTAP leads the way up with a 16% gain since it was added.

The Mid Cap Flyers is now up over 26% for 2023-2024 and is edging out its benchmark MDY by 4%. The outperformance increased in May. Active outperformers are FSM and CMRE. They are up +35% and 28% respectively. Outperformer GPS was removed in May. It was up 53% since added.

YOUTUBE Swing Trader Trading Channel

Performance 01/01/23 to 05/31/2024

Quant Alpha’s *	102.85%
EQAL (Russell 1000 Equal Weight ETF) *	13.67%
BI-Weekly Swings	64.25%
BSMAX ( Russell Small/Mid-Cap Index Fund)	19.70%
Small Cap Discoveries	55.76%
IJR (Small Cap benchmark)	15.86%
CANSLIM Growth	45.38%
BSMAX ( Russell Small/Mid-Cap Index Fund)	19.70%
Mid Cap Flyers	26.93%
MDY (Mid Cap Benchmark)	23.35%
Large Cap Stalwarts	26.88%
RSP (Large Cap benchmark)	17.37%

Backtests for the Model Portfolios

The end-of the-month results shows continuing dramatic outperformance of the Model Portfolios. Led by Quant Alpha’s Portfolio up +102%. Five of the six Model Portfolios increased their outperformance in May over their benchmarks. Making a solid month of improvements.

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