The Model Portfolio Quant Alpha’s was updated this morning. A new Add was made. Two Removals were made. All prices are as of 09/18/2024. A total of 25 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 – RSI (Rush Street Interactive)

Remove – PTVE (Pactiv Evergreen), CAT (Caterpillar)

Since the last update two weeks ago, this Portfolio has maintained its wide outperformance against the ETF benchmark, EQAL. The Portfolio is up over 85% for 2023-2024 and beats its benchmark by 66%.

Standout performers in the Portfolio include SMCI up +300% since its addition on 4/14/23, POWL up +239% since its addition on 5/12/23 and ANF up +169% since its addition on 10/18/23.

Quant Alpha’s Portfolio details here

Model Portfolio Performance 12-31-2022 to 09-18-2024

Quant Alpha’s *	85.27%
EQAL (Russell 1000 Equal Weight ETF) *	19.15%
BI-Weekly Swings	70.49%
BSMAX ( Russell Small/Mid-Cap Index Fund)	24.48%
Small Cap Discoveries	58.05%
IJR (Small Cap benchmark)	21.41%
CANSLIM Growth	41.83%
BSMAX ( Russell Small/Mid-Cap Index Fund)	24.48%
Mid Cap Flyers	29.84%
MDY (Mid Cap Benchmark)	25.43%
Large Cap Stalwarts	33.44%
RSP (Large Cap benchmark)	23.38%

Click here for Live Portfolio results

Backtests for the Five Model Portfolios

The Quant Alpha’s Model Portfolio Added for this update was Rush Street Interactive, a gambling industry company. The Portfolio maintains its strong outperformance, with Super Micro (SMCI) leading the way higher. The Portfolio is now up 85% from its start in April 2023. Since the update two weeks ago, the Portfolio increased its performance going from up 66% to up 85%. It also substantially increased its outperformance over the benchmark EQAL.

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