All Model Portfolios are ahead of their respective benchmarks for the 2023-2024 period.

The Quant Alpha’s is now up over 165% for 2023-2024 and continues to destroy its benchmark EQAL by 136%. This is a massive increase in outperformance since last month. Active outperformers POWL, ANF , APP and CLS account for some of this Alpha. They are up +401%, +197%, 764% and +264% respectively.

The BI-Weekly Swings is now up over 77% for 2023-2024 and crushing its benchmark BSMAX by 41%. Active outperformer includes VIRC and BZFD. They are up +121% and 62% since added. HRTG added on 12/20/23 was removed from the active list. It was up 76% when removed.

The Small Cap Discoveries is now up over 67% for 2023-2024 and continues to outperform its benchmark IJR by over 36%. Active outperformers FLXS and AENT account for some of this Alpha. They are up +84% and +86% respectively. HRTG which was added on 8/18/23 was removed from the active list. It was up +121% when removed.

CANSLIM Growth is now up over 54% for 2023-2024 and easily beats its benchmark BSMAX by over 18%. Active outperformers NCLH and TZOO contributed +67% and +53% respectively.

The Large Cap Stalwarts is now up over 47% for 2023-2024 and is now outpacing its benchmark RSP by 16%. This is an increase in its outperformance since the last monthly update. Active outperformers RCL, LDOS and PYPL contributed +73%, 28% and 44% respectively.

The Mid Cap Flyers is now up over 49% for 2023-2024 and is now outpacing its benchmark MDY by 13%. This is an increase in its outperformance since the last monthly update. IAG and GEO are the best outperformer. They are ahead +53% and +93% since added.

This month in the stock market was a very positive month for the indexes we use as benchmarks. RSP (S&P 500 Equal Weight ETF) +6.4% with MDY ( S&P MIDCAP 400 ETF) +8.9%, IJR (S&P Small-Cap ETF) +11.1%, EQAL (Russell 1000 Equal Weight ETF) +7.7% and BSMAX (Russell Small/Mid-Cap Index) +9.9%.

Performance 01/01/23 to 11/30/2024

Quant Alpha’s *	165.13%
EQAL (Russell 1000 Equal Weight ETF) *	28.38%
BI-Weekly Swings	77.04%
BSMAX ( Russell Small/Mid-Cap Index Fund)	35.66%
Small Cap Discoveries	67.00%
IJR (Small Cap benchmark)	31.27%
CANSLIM Growth	54.39%
BSMAX ( Russell Small/Mid-Cap Index Fund)	35.66%
Mid Cap Flyers	49.48%
MDY (Mid Cap Benchmark)	35.96%
Large Cap Stalwarts	47.54%
RSP (Large Cap benchmark)	30.61%

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Backtests for the Model Portfolios

The November 2024 end-of the-month results shows continuing dramatic outperformance of the Model Portfolios. Led by Quant Alpha’s Portfolio up +165%. One year ago, Quant Alpha was at +26%.

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