The Model Portfolio Quant Alpha’s was updated this morning. A new Add was made and a Removal was made. All prices are as of 06/12/2024. A total of 25 stocks are in the Portfolio now.
This Portfolio uses Quant scores as the chief factor in adding and removing stocks. Other criteria is used to limit the scope of the stocks to be considered. The criteria is shown below.
- No Micro-Cap stocks.
- High liquidity.
- USA or Canada headquartered only stocks.
- Twice a month I will add to the Portfolio.
- I will not use subjective criteria for Stock selection.
- When a Remove signal is received, I will remove 100% of that stock, not a portion.
- I will not add any stocks that are Airlines, crypto related, BioTech or Mega Cap..
- You can expect that eventually 30 to 35 stocks will be in the Portfolio.
- The holding period is expected to range from 9 months to 2 years.
Add – ALL (Allstate)
Remove – AMPH (Amphastar Pharma)
Since the last update several weeks ago, this Portfolio has maintained its wide outperformance against the ETF benchmark, EQAL. The Portfolio is up over 101% for 2023-2024 and beats its benchmark by 88%.
Standout performers in the Portfolio include SMCI up +609% since its addition on 4/14/23, POWL up +225% since its addition on 5/12/23 and ANF up +282% since its addition on 10/18/23.
Quant Alpha’s Portfolio details here
YOUTUBE Swing Trader Trading Channel
Model Portfolio Performance 12-31-2022 to 06-12-2024
| Quant Alpha’s * | 101.02% |
| EQAL (Russell 1000 Equal Weight ETF) * | 12.52% |
| BI-Weekly Swings | 63.00% |
| BSMAX ( Russell Small/Mid-Cap Index Fund) | 18.94% |
| Small Cap Discoveries | 53.44% |
| IJR (Small Cap benchmark) | 13.39% |
| CANSLIM Growth | 42.77% |
| BSMAX ( Russell Small/Mid-Cap Index Fund) | 18.94% |
| Mid Cap Flyers | 23.05% |
| MDY (Mid Cap Benchmark) | 22.06% |
| Large Cap Stalwarts | 26.53% |
| RSP (Large Cap benchmark) | 16.96% |
Backtests for the Five Model Portfolios
The Quant Alpha’s Model Portfolio Added The Portfolio maintains its strong march higher with Super Micro (SMCI) leading the way higher. The Portfolio is now up 101% from its start in April 2023. After the huge outperformance moves in December 2023 thru the end of February 2024, the Portfolio has retained its gains and moved sideways as has its benchmark, EQAL.
All content on this site is for informational purposes only and does not constitute financial advice. Consult relevant financial professionals in your country of residence to get personalized advice before you make any trading or investing decisions. Disclaimer
Position Trader 
2 responses to “Quant Alpha’s Portfolio Update 06/12/2024 – Up over 101% in 2023-2024”
I appreciate info/trades you provide..
how does someone new can follow your trades? Just start from whenever one joins? Do you share what other criteria are used in selecting stocks?
thanks…
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I don’t give investment advice. Every investor must consider their own situation and make a decision based on that. The criteria I use is in shown on the website in the Model Portfolio area and the Criteria for Stock Selection area. Good luck with whatever strategy you decide to use.
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