The Model Portfolio BI-Weekly Swings was updated this morning. New Adds of 5 stocks were made and Removals of 5 stocks were made. All prices are as of 08/28/2024. A total of 21 stocks are in the Portfolio.

The BI-Weekly Swings Portfolio is up 68% 2023-2024 and is 43% ahead of its benchmark BSMAX.

The BI-Weekly Swings Portfolio is made up of 15 to 21 stocks. It is updated every two weeks. It consists of three separate strategies used together to get a good cross section of Mid Cap, Small Cap and Micro Cap stocks. Two of the strategies are also used in the monthly Model Portfolio area and are being used here because they perform especially well with the two week update cycle. The third strategy is new to this website. The criteria used is Earnings per share (EPS) and related data concerning EPS to identify positive trends such as upside, surprises, magnitude, and consensus metrics. In addition, Return on Equity (ROE), change in EPS, change in Sales, Relative Strength and Price to Sales are used.

BackTest – The backtest for this Portfolio outperformed the IJR and MDY benchmarks in 15 out of the 19 years tested. It underperformed in years 2008, 2011 and 2019. It was largely even with the benchmarks in 2017. When the Portfolio outperformed, it was usually by a wide margin. The best year was 2016 when it was up by 86%. BSMAX does not go back to year 2004 so it could not be used for a backtest.

Add – KINS, MFA, RAIL, RPAY, SWI

Remove – COTY, FSM, MAG, PAGS, RCKY,

Noteworthy outperformers in the Active section is VIRC up 106% and HRTG up 133% since added.

See the BI-Weekly Portfolio Detail Here.

2023-2024 Performance as of 08/28/2024

Quant Alpha’s *	74.43%
EQAL (Russell 1000 Equal Weight ETF) *	19.20%
BI-Weekly Swings	68.21%
BSMAX ( Russell Small/Mid-Cap Index Fund)	24.68%
Small Cap Discoveries	58.25%
IJR (Small Cap benchmark)	21.86%
CANSLIM Growth	43.38%
BSMAX ( Russell Small/Mid-Cap Index Fund)	24.68%
Mid Cap Flyers	27.63%
MDY (Mid Cap Benchmark)	26.32%
Large Cap Stalwarts	31.60%
RSP (Large Cap benchmark)	23.09%

Click here for the Live Portfolio Results

Backtests for the Five Model Portfolios

The BI-Weekly Swings Model Portfolio, continued its strong outperformance since it went live at the beginning of 2023. The Portfolio is now up 68% percent since the beginning of 2023.

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