This month in the stock market was a positive result month for the indexes we use as benchmarks. RSP (S&P 500 Equal Weight ETF) +4.5% with MDY ( S&P MIDCAP 400 ETF) +5.8%, IJR (S&P Small-Cap ETF) +11.0%, EQAL (Russell 1000 Equal Weight ETF) +5.1% and BSMAX (Russell Small/Mid-Cap Index) +7.2%.

All Model Portfolios are ahead or even with 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 77%. Active outperformers SMCI, POWL and ANF account for some of this Alpha. They are up +542%, +254% and +193% respectively.

The BI-Weekly Swings is now up over 72% for 2023-2024 and crushing its benchmark BSMAX by 46%. This is a wider spread than the last monthly update. Active outperformer includes VIRC. It is up +137% since added.

The Small Cap Discoveries is now up over 57% for 2023-2024 and continues to outperform its benchmark IJR by over 32%. Active outperformers HRTG and HMST account for some of this Alpha. They are up +50% and +40% respectively.

CANSLIM Growth is now up over 50% for 2023-2024 and easily beats its benchmark BSMAX by over 23%. Active outperformers IMMR and OII contributed +63% and +43% respectively. CSWC was removed during the month. It was up 41% when removed.

The Large Cap Stalwarts is now up over 27% for 2023-2024 and is now outpacing its benchmark RSP by 6%. Outperformer IRM is up +34% since added on 4/12/2024.

The Mid Cap Flyers is now up over 27% for 2023-2024 and is matching its benchmark MDY.

YOUTUBE Swing Trader Trading Channel

Performance 01/01/23 to 07/31/2024

Quant Alpha’s *	95.95%
EQAL (Russell 1000 Equal Weight ETF) *	18.52%
BI-Weekly Swings	72.57%
BSMAX ( Russell Small/Mid-Cap Index Fund)	26.42%
Small Cap Discoveries	57.57%
IJR (Small Cap benchmark)	25.04%
CANSLIM Growth	50.24%
BSMAX ( Russell Small/Mid-Cap Index Fund)	26.42%
Mid Cap Flyers	27.62%
MDY (Mid Cap Benchmark)	27.85%
Large Cap Stalwarts	27.64%
RSP (Large Cap benchmark)	21.49%

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Backtests for the Model Portfolios

The July 2024 end-of the-month results shows continuing dramatic outperformance of the Model Portfolios. Led by Quant Alpha’s Portfolio up +96%. Now, all portfolios are generally in a sideways phase, tracking their respective small cap, mid cap or large cap benchmarks. This month was highlighted by an 11% increase in the IJR small cap index.

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