The Model Portfolio Large Cap Stalwarts was updated this weekend. New Adds of 9 stocks were made and Removals of 11 stocks were made. All prices are as of 07/12/2024. A total of 18 stocks are in the Portfolio now.

Add – AMZN, APH, GL, GLW, PAYC, PYPL, TER, TROW, WMT

Remove – BRO, DD, ECL, GOOGL, GRMN, HAS, HWM, MS, PHM, WAB, ZBRA

The Model Portfolio Large Cap Stalwarts continues its outperformance over its benchmark RSP ( S&P 500 Equal Weight ETF). It is now up 29% since it went live in 2023. This is 10% ahead of its benchmark RSP.

The Model Portfolio is made up of 10 to 20 stocks. First, the software checks if the large cap stocks are listed in the S&P 500 index. Then, it analyzes the most recent earnings data to identify positive trends such as upside, surprises, magnitude, and consensus metrics.

BackTest – The Backtest for this Portfolio outperformed the RSP benchmark in 12 out of the 19 years tested. It underperformed in years 2008, 2009, 2011, 2013, 2018 and 2020. It was largely even with the benchmark in 2010. When the Portfolio outperformed, it was usually by a significant margin. The best year was 2017 when it was up by 44%

Large Cap Stalwarts Portfolio Detail Here

YOUTUBE Swing Trader Trading Channel

Performance 12/31/2022 to 07/12/2024

Quant Alpha’s *	105.06%
EQAL (Russell 1000 Equal Weight ETF) *	16.04%
BI-Weekly Swings	68.39%
BSMAX ( Russell Small/Mid-Cap Index Fund)	22.34%
Small Cap Discoveries	50.93%
IJR (Small Cap benchmark)	17.59%
CANSLIM Growth	46.09%
BSMAX ( Russell Small/Mid-Cap Index Fund)	22.34%
Mid Cap Flyers	25.68%
MDY (Mid Cap Benchmark)	24.71%
Large Cap Stalwarts	29.54%
RSP (Large Cap benchmark)	19.31%

Click here for the Live Scorecard

Backtests for the Five Model Portfolios

The Large Cap Stalwarts Model Portfolio continues to outperform its RSP benchmark by a healthy amount. It extended its lead over the benchmark from the June update. The Portfolio is now up 29% since the beginning of 2023.

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

Copyright 2023-2024 SwingTrader.Trading. All Rights Reserved.