This month in the stock market was a mixed result month for the indexes we use as benchmarks. RSP (S&P 500 Equal Weight ETF) +2.5% with MDY ( S&P MIDCAP 400 ETF) -0.1%, IJR (S&P Small-Cap ETF) -1.6%, EQAL (Russell 1000 Equal Weight ETF) +1.0% and BSMAX (Russell Small/Mid-Cap Index) -0.2%.

All Model Portfolios are ahead of their respective benchmarks for the 2023-2024 period.

The Quant Alpha’s is now up over 79% for 2023-2024 and continues to destroy its benchmark EQAL by 58%. Active outperformers SMCI, POWL and ANF account for some of this Alpha. They are up +301%, +214% and +193% respectively.

The BI-Weekly Swings is now up over 69% for 2023-2024 and crushing its benchmark BSMAX by 43%. Active outperformer includes VIRC and HRTG. They are up +109% and 143% since added.

The Small Cap Discoveries is now up over 58% for 2023-2024 and continues to outperform its benchmark IJR by over 35%. This increased its outperformance since the last monthly update. Active outperformers HRTG and HBB account for some of this Alpha. They are up +175% and +60% respectively.

CANSLIM Growth is now up over 44% for 2023-2024 and easily beats its benchmark BSMAX by over 18%. Active outperformers IMMR and OII contributed +20% and +28% respectively.

The Large Cap Stalwarts is now up over 32% for 2023-2024 and is now outpacing its benchmark RSP by 7%. This increased its outperformance since the last monthly update. Outperformer IRM was removed this month. It was up +42% since added on 4/12/2024.

The Mid Cap Flyers is now up over 28% for 2023-2024 and is slightly ahead of its benchmark MDY. IAG is to best outperformer. It is ahead 37% since added on 6/7/24.

Performance 01/01/23 to 08/31/2024

Quant Alpha’s *	79.13%
EQAL (Russell 1000 Equal Weight ETF) *	20.33%
BI-Weekly Swings	69.37%
BSMAX ( Russell Small/Mid-Cap Index Fund)	26.11%
Small Cap Discoveries	58.49%
IJR (Small Cap benchmark)	23.10%
CANSLIM Growth	44.61%
BSMAX ( Russell Small/Mid-Cap Index Fund)	26.11%
Mid Cap Flyers	28.85%
MDY (Mid Cap Benchmark)	27.67%
Large Cap Stalwarts	32.45%
RSP (Large Cap benchmark)	24.51%

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Backtests for the Model Portfolios

The August 2024 end-of the-month results shows continuing dramatic outperformance of the Model Portfolios. Led by Quant Alpha’s Portfolio up +79%.

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