All Model Portfolios are ahead of their respective benchmarks for the 2023-2024 period.
The Quant Alpha’s is now up over 113% for 2023-2024 and continues to destroy its benchmark EQAL by 93%. This is a substantial increase in outperformance since last month. Active outperformers POWL, ANF , APP and CLS account for some of this Alpha. They are up +378%, +162%, 334% and +192% respectively.
The BI-Weekly Swings is now up over 70% for 2023-2024 and crushing its benchmark BSMAX by 45%. This is an increase in outperformance since last month. Active outperformer includes VIRC, RAIL and HRTG. They are up +89% , 99% and 57% since added.
The Small Cap Discoveries is now up over 57% for 2023-2024 and continues to outperform its benchmark IJR by over 37%. This is an increase in its outperformance since the last monthly update. Active outperformers HRTG, FLXS and HBB account for some of this Alpha. They are up +175%, +81% and +62% respectively.
CANSLIM Growth is now up over 45% for 2023-2024 and easily beats its benchmark BSMAX by over 30%. This is a substantial increase in outperformance since last month. Active outperformers NCLH and TZOO contributed +44% and +43% respectively.
The Large Cap Stalwarts is now up over 38% for 2023-2024 and is now outpacing its benchmark RSP by 15%. This is an increase in its outperformance since the last monthly update. Active outperformers RCL and LDOS contributed +46% and 42% respectively.
The Mid Cap Flyers is now up over 35% for 2023-2024 and is now outpacing its benchmark MDY by 9%. This is an increase in its outperformance since the last monthly update. IAG is the best outperformer. It is ahead +54% since added on 6/7/24.
This month in the stock market was a negative month for the indexes we use as benchmarks. RSP (S&P 500 Equal Weight ETF) -1.6% with MDY ( S&P MIDCAP 400 ETF) -0.7%, IJR (S&P Small-Cap ETF) -2.6%, EQAL (Russell 1000 Equal Weight ETF) -0.8% and BSMAX (Russell Small/Mid-Cap Index) -1.2%.

Performance 01/01/23 to 10/31/2024
| Quant Alpha’s * | 113.68% |
| EQAL (Russell 1000 Equal Weight ETF) * | 19.96% |
| BI-Weekly Swings | 70.06% |
| BSMAX ( Russell Small/Mid-Cap Index Fund) | 24.87% |
| Small Cap Discoveries | 57.53% |
| IJR (Small Cap benchmark) | 19.62% |
| CANSLIM Growth | 45.07% |
| BSMAX ( Russell Small/Mid-Cap Index Fund) | 24.87% |
| Mid Cap Flyers | 35.60% |
| MDY (Mid Cap Benchmark) | 26.05% |
| Large Cap Stalwarts | 38.46% |
| RSP (Large Cap benchmark) | 23.43% |
Click here for the Live scorecard
Backtests for the Model Portfolios

The October 2024 end-of the-month results shows continuing dramatic outperformance of the Model Portfolios. Led by Quant Alpha’s Portfolio up +113%. One year ago, Quant Alpha was at +9%.

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