The Model Portfolio Quant Alpha’s was updated this morning. A new Add was made. A new Removal was made. All prices are as of 08/21/2024. A total of 26 stocks are in the Portfolio now. This Portfolio uses Quant scores as the chief factor in adding and removing stocks. Other criteria is used to limit the scope of the stocks to be considered. The criteria is shown below.

• No Micro-Cap stocks.
• High liquidity.
• USA or Canada headquartered only stocks.
• Twice a month I will add to the Portfolio.
• I will not use subjective criteria for Stock selection.
• When a Remove signal is received, I will remove 100% of that stock, not a portion.
• I will not add any stocks that are Airlines, crypto related, BioTech or Mega Cap.. 
• You can expect that eventually 30 to 35 stocks will be in the Portfolio. 
• The holding period is expected to range from 9 months to 2 years. 

Add – ZETA (Zeta Global Holdings)

Remove – CAH (Cardinal Health)

Since the last update two weeks ago, this Portfolio has maintained its wide outperformance against the ETF benchmark, EQAL. The Portfolio is up over 89% for 2023-2024 and beats its benchmark by 70%.

Standout performers in the Portfolio include SMCI up +471% since its addition on 4/14/23, POWL up +227% since its addition on 5/12/23 and ANF up +240% since its addition on 10/18/23.

Quant Alpha’s Portfolio details here

Model Portfolio Performance 12-31-2022 to 08-21-2024

Quant Alpha’s *	89.21%
EQAL (Russell 1000 Equal Weight ETF) *	18.47%
BI-Weekly Swings	71.41%
BSMAX ( Russell Small/Mid-Cap Index Fund)	23.85%
Small Cap Discoveries	57.93%
IJR (Small Cap benchmark)	20.38%
CANSLIM Growth	43.40%
BSMAX ( Russell Small/Mid-Cap Index Fund)	23.85%
Mid Cap Flyers	26.92%
MDY (Mid Cap Benchmark)	25.89%
Large Cap Stalwarts	29.92%
RSP (Large Cap benchmark)	22.19%

Click here for Live Portfolio results

Backtests for the Five Model Portfolios

The Quant Alpha’s Model Portfolio Added Zeta Global, a Software Infrastructure company. The Portfolio maintains its strong outperformance, with Super Micro (SMCI) leading the way higher. The Portfolio is now up 89% from its start in April 2023. Since the update two weeks ago, the Portfolio substantially increased its lead over its benchmark, EQAL

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