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 06/05/2024. A total of 21 stocks are in the Portfolio.
The BI-Weekly Swings Portfolio is up 61% 2023-2024 and is 42% ahead of its benchmark BSMAX.
BackTest – The backtest for this Portfolio outperformed the IJR and MDY benchmarks in 15 out of the 19 years tested. It underperformed in years 2008, 2011 and 2019. It was largely even with the benchmarks in 2017. When the Portfolio outperformed, it was usually by a wide margin. The best year was 2016 when it was up by 86%. BSMAX does not go back to year 2004 so it could not be used for a backtest.
Add – CMPO, FSM, HBI, IMMR
Remove – HMST, PAGS, TTI, WT
Noteworthy outperformers in the Active section are HRTG up 23%, VIRC up 53% and APEI up 32%.
See the BI-Weekly Portfolio Detail Here.
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2023-2024 Performance as of 06/05/2024
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. The Portfolio is now up 61% percent since the beginning of 2023. After very strong outperformance of the Portfolio from the end of October, 2023 to the end of March, 2024, the Portfolio has been trending sideways since. Only 4 out of 21 positions were changed this update.
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