Since the last update two weeks ago, this Portfolio has maintained its wide outperformance against the ETF benchmark, EQAL. The Portfolio is up over 166% for 2023-2024 and beats its benchmark by 138%. The outperformance increased from the last update.
The Model Portfolio Quant Alpha’s was updated this morning. A new Add was made. Two removals were made. All prices are as of 11/26/2024. A total of 24 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 – QTWO (Q2 Holdings)
Remove – IMMR, MOD
Standout performers in the Portfolio include POWL up +409% since its addition on 5/12/23, ANF up +191% since its addition on 10/18/23 and APP up +746% since added on 10/18/23. MOD added on 8/23/23 was removed. MOD was up up +199% since added.
Quant Alpha’s Portfolio details here
Model Portfolio Performance 12-31-2022 to 11-26-2024
| Quant Alpha’s * | 166.91% |
| EQAL (Russell 1000 Equal Weight ETF) * | 28.06% |
| BI-Weekly Swings | 75.67% |
| BSMAX ( Russell Small/Mid-Cap Index Fund) | 36.06% |
| Small Cap Discoveries | 64.90% |
| IJR (Small Cap benchmark) | 30.92% |
| CANSLIM Growth | 54.36% |
| BSMAX ( Russell Small/Mid-Cap Index Fund) | 36.06% |
| Mid Cap Flyers | 49.02% |
| MDY (Mid Cap Benchmark) | 36.17% |
| Large Cap Stalwarts | 47.88% |
| RSP (Large Cap benchmark) | 30.36% |
Click here for Live Portfolio results
Backtests for the Five Model Portfolios
The Portfolio maintains its strong outperformance, with AppLovin Corporation (APP) leading the way higher with a +746% gain. The Portfolio is now up 166% from its start in April 2023. Since the update two weeks ago, the Portfolio increased its performance going from up 152% to up 166%. 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.