This month in the stock market was a negative result month for the indexes we use as benchmarks. RSP (S&P 500 Equal Weight ETF) -0.5% with MDY -1.5%, IJR -2.4%, EQAL (Russell 1000 Equal Weight ETF) -1.5% and BSMAX (Russell Small/Mid-Cap Index) -1.5%.

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

The Quant Alpha’s is now up over 96% for 2023-2024 and continues to destroy its benchmark EQAL by 85%. Active outperformers SMCI, POWL and ANF account for some of this Alpha. They are up +650%, +169% and +253% respectively.

The BI-Weekly Swings is now up over 60% for 2023-2024 and crushing its benchmark BSMAX by 42%. Active outperformer includes VIRC. It is up +100% since added.

The Small Cap Discoveries is now up over 48% for 2023-2024 and continues to outperform its benchmark IJR by over 35%. Active outperformers HRTG and ORN account for some of this Alpha. They are up +33% and 52% respectively.

CANSLIM Growth is now up over 42% for 2023-2024 and easily beats its benchmark BSMAX by over 24%. Active outperformer CSWC was up 41%.

The Large Cap Stalwarts is now up over 24% for 2023-2024 and is now outpacing its benchmark RSP by 8%. The outperformance increased in May. Outperformer NTAP was removed in June with a 22% gain.

The Mid Cap Flyers is now up over 21% for 2023-2024 and is edging out its benchmark MDY. Outperformers BRCC and CMRE were removed in June. They were up 26% ahd 23% respectively.

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Performance 01/01/23 to 06/30/2024

Quant Alpha’s *	96.75%
EQAL (Russell 1000 Equal Weight ETF) *	11.58%
BI-Weekly Swings	60.09%
BSMAX ( Russell Small/Mid-Cap Index Fund)	17.89%
Small Cap Discoveries	48.05%
IJR (Small Cap benchmark)	12.70%
CANSLIM Growth	42.64%
BSMAX ( Russell Small/Mid-Cap Index Fund)	17.89%
Mid Cap Flyers	21.64%
MDY (Mid Cap Benchmark)	20.84%
Large Cap Stalwarts	24.96%
RSP (Large Cap benchmark)	16.30%

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Backtests for the Model Portfolios

The June end-of the-month results shows continuing dramatic outperformance of the Model Portfolios. Led by Quant Alpha’s Portfolio up +96%. Currently, all portfolios are generally in a sideways phase, tracking their respective small cap, mid cap or large cap benchmarks.

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