The CANSLIM Growth Model Portfolio was updated this weekend. New Adds of 8 stocks were made and Removals of 5 stocks were made. All prices are as of 11/22/2024. A total of 20 stocks are in the Portfolio.

The CANSLIM Growth Model Portfolio is up over 53% in 2023-2024 and is 19% ahead of its benchmark BSMAX. This is an increase in outperformance from the October update.

The Model Portfolio is made up of 17 to 22 stocks. The criteria used to select the stocks is using the CANSLIM approach. CANSLIM represents the seven characteristics that top-performing stocks often share before making their biggest price gains. Not all the characteristics are being used since some of them are subjective or I cannot backtest. The characteristics I am using are Earnings per share (EPS) and related data concerning EPS, Return on Equity and Sales increase.

BackTest – The Backtest for this Portfolio outperformed the IJR benchmark in 18 out of the 19 years tested. It was largely even with the benchmark in 2018. When the Portfolio outperformed, it was usually by a wide margin. The best year was 2013 when it was up by 46%

Add – CCL, CNK, INMD, JAKK, MWA, OPCH, OSW, PAGS

Remove – ADT, IMXI, PLAY, RDVT, THR

Notable outperformers in the Active portfolio are TZOO up 65% since added, NCLH up 53% since added and G up 43% since added. RDVT was removed in this update. It was up 50% since added on 6/28/24.

See the CANSLIM Growth Portfolio Detail Here

Performance 12/31/2022 to 11/22/2024

Quant Alpha’s *	170.15%
EQAL (Russell 1000 Equal Weight ETF) *	27.29%
BI-Weekly Swings	74.74%
BSMAX ( Russell Small/Mid-Cap Index Fund)	34.36%
Small Cap Discoveries	64.87%
IJR (Small Cap benchmark)	29.90%
CANSLIM Growth	53.83%
BSMAX ( Russell Small/Mid-Cap Index Fund)	34.36%
Mid Cap Flyers	48.95%
MDY (Mid Cap Benchmark)	34.95%
Large Cap Stalwarts	46.81%
RSP (Large Cap benchmark)	29.28%

Click here for the Live scorecard

Backtests for the Model Portfolios

The CANSLIM Growth Model Portfolio continues its dramatic outperformance over its benchmark from 01/01/23 to today. The Portfolio is up over 53% since it started in 2023. The Portfolio continues to maintain its substantial outperformance over its benchmark BSMAX.

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