The Model Portfolio Mid Cap Flyers was updated this weekend. New Adds of 7 stocks were made and Removals of 7 stocks were made. All prices are as of 07/05/2024. A total of 20 stocks are in the Portfolio now.
The Mid Cap Flyers Model Portfolio is now up 22% for 2023-2024 and is ahead of its benchmark MDY. Active outperformer CENX is up +27% since it was added on 6/7/24.
The Model Portfolio is made up of 18 to 21 stocks. The criteria used is that firstly, the stocks are in the Mid Cap universe of stocks. This is defined as having a Market Capitalization between $1 Billion and $12 Billion. The vast majority of the stocks selected should be in that range. Secondly, Earnings per share (EPS) and related data concerning EPS to identify positive trends such as upside, surprises, magnitude, and consensus metrics is used.
BackTest – The Backtest for this Portfolio outperformed the MDY benchmark in 15 out of the 19 years tested. It underperformed in years 2014 and 2019. It was largely even with the benchmark in 2008 and 2015. When the Portfolio outperformed, it was usually by a significant margin. The best year was 2005 when it was up by 46%.
Add – AGRO, ALHC, BRCC, DNOW, HAFN, OSCR, PBI
Remove – HG, HL, MBC, PMT, SUZ, WU, WWW
The Mid Cap Flyers Portfolio Detail Here
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Performance 12/31/2022 to 07/05/2024
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Backtests for the Five Model Portfolios
The Mid Cap Flyers Model Portfolio managed to stay ahead of its benchmark MDY since the last update. It is now up 22% since going live at the beginning of 2023.
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