The Model Portfolio Small Cap Discoveries was updated this weekend. New Adds of 12 stocks were made and Removals of 12 stocks were made. All prices are as of 06/21/2024. 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 48% for 2023-2024 and 36% 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.

BackTest – The Backtest for this Portfolio outperformed the IJR benchmark in 15 out of the 19 years tested. It underperformed in years 2008, 2015, 2017 and 2019. When the Portfolio outperformed, it was usually by a wide margin. The best year was 2009 when it was up by 127%.

Add – AMPY, APEI, BRY, CMTL, FLXS, FSTR, HBB, MPAA, OPFI, QUAD, ULBI, USAP

Remove – AGRO, AMCX, DSX, EHAB, HNST, ILPT, MTW, NNBR, NOA, TBRG, UTI, VRA

Noteworthy are ORN (added 2/26/24) and HRTG (added 08/18/23). They are up 50% and 35% respectively.

See the Small Cap Discoveries Portfolio Detail Here

YOUTUBE Swing Trader Trading Channel

Performance 12/31/2022 to 06/21/2024

Quant Alpha’s *	100.71%
EQAL (Russell 1000 Equal Weight ETF) *	11.93%
BI-Weekly Swings	58.66%
BSMAX ( Russell Small/Mid-Cap Index Fund)	17.51%
Small Cap Discoveries	48.00%
IJR (Small Cap benchmark)	11.41%
CANSLIM Growth	40.37%
BSMAX ( Russell Small/Mid-Cap Index Fund)	17.51%
Mid Cap Flyers	21.09%
MDY (Mid Cap Benchmark)	20.90%
Large Cap Stalwarts	26.08%
RSP (Large Cap benchmark)	17.23%

Click here for Live Portfolio results

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 48% since it went live at the beginning of 2023. The strong outperformance of the portfolio from the end of November to the end of March this year has been followed by a period of consolidation. The Small Cap index has dropped since March as has the portfolio. This is normal behaviour. Strong outperformance followed by a sideways consolidation is common with this portfolio.

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