The Model Portfolio Quant Alpha’s was updated this morning. A new Add was made. One Removal was made. All prices are as of 10/29/2024. 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 – OPFI (OppFi)
Remove – CMCSA (Comcast Corporation)
Since the last update three weeks ago, this Portfolio has maintained its wide outperformance against the ETF benchmark, EQAL. The Portfolio is up over 129% for 2023-2024 and beats its benchmark by 108%.
Standout performers in the Portfolio include SMCI up +350% since its addition on 4/14/23, POWL up +390% since its addition on 5/12/23, ANF up +175% since its addition on 10/18/23 and APP up +342% since added on 10/18/23.
Quant Alpha’s Portfolio details here
Model Portfolio Performance 12-31-2022 to 10-29-2024
| Quant Alpha’s * | 129.46% |
| EQAL (Russell 1000 Equal Weight ETF) * | 21.12% |
| BI-Weekly Swings | 71.21% |
| BSMAX ( Russell Small/Mid-Cap Index Fund) | 26.70% |
| Small Cap Discoveries | 60.72% |
| IJR (Small Cap benchmark) | 21.23% |
| CANSLIM Growth | 45.90% |
| BSMAX ( Russell Small/Mid-Cap Index Fund) | 26.70% |
| Mid Cap Flyers | 38.28% |
| MDY (Mid Cap Benchmark) | 27.71% |
| Large Cap Stalwarts | 38.95% |
| RSP (Large Cap benchmark) | 24.88% |
Click here for Live Portfolio results
Backtests for the Five Model Portfolios
The Portfolio maintains its strong outperformance, with POWL Industries (POWL) leading the way higher. The Portfolio is now up 129% from its start in April 2023. Since the update three weeks ago, the Portfolio increased its performance going from up 111% to up 129%. It also substantially increased its outperformance over the benchmark EQAL.
All content on this site is for informational purposes only and does not constitute financial advice. Consult relevant financial professionals in your country of residence to get personalized advice before you make any trading or investing decisions. Disclaimer
Position Trader 
You must be logged in to post a comment.