The CANSLIM Growth Model Portfolio was updated this weekend. New Adds of 6 stocks were made and Removals of 7 stocks were made. All prices are as of 08/23/2024. A total of 18 stocks are in the Portfolio.

The CANSLIM Growth Model Portfolio is up over 44% in 2023-2024 and is 18% ahead of its benchmark BSMAX.

The Model Portfolio is made up of 18 to 22 stocks. The criteria used to select the stocks is using the CANSLIM approach. CANSLIM represents the seven characteristics that top-performing stocks often share before making their biggest price gains. Not all the characteristics are being used since some of them are subjective or I cannot backtest. The characteristics I am using are Earnings per share (EPS) and related data concerning EPS, Return on Equity and Sales increase.

BackTest – The Backtest for this Portfolio outperformed the IJR benchmark in 18 out of the 19 years tested. It was largely even with the benchmark in 2018. When the Portfolio outperformed, it was usually by a wide margin. The best year was 2013 when it was up by 46%

Add – BKR, JILL, NCLH, PARR, TZOO, WEN

Remove – ATEN, BGC, IGT, IMXI, NFE, PAGS, TTI,

Noteworthy Active Transaction includes OII which is up 28% since its addition. BGC, added on 2/23/24 was removed and was up 37%.

See the CANSLIM Growth Portfolio Detail Here

Performance 12/31/2022 to 08/23/2024

Quant Alpha’s *	92.81%
EQAL (Russell 1000 Equal Weight ETF) *	19.89%
BI-Weekly Swings	73.06%
BSMAX ( Russell Small/Mid-Cap Index Fund)	26.11%
Small Cap Discoveries	58.21%
IJR (Small Cap benchmark)	23.05%
CANSLIM Growth	44.48%
BSMAX ( Russell Small/Mid-Cap Index Fund)	26.11%
Mid Cap Flyers	29.58%
MDY (Mid Cap Benchmark)	27.86%
Large Cap Stalwarts	31.21%
RSP (Large Cap benchmark)	23.40%

Click here for the Live scorecard

Backtests for the Model Portfolios

The CANSLIM Growth Model Portfolio continues its dramatic outperformance over its benchmark from 12/31/22 to today. The Portfolio is up over 44% since it started in 2023. The Portfolio continues to maintain its substantial outperformance over its benchmark BSMAX.

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