Up 51% – Mid Cap Flyers Portfolio Changes – December 2024

The Mid Cap Flyers Model Portfolio is now up 51%. It is 16% above its benchmark MDY. This is a substantial increase in outperformance since the November update.

The Model Portfolio Mid Cap Flyers was updated recently. New Adds of 9 stocks were made and Removals of 9 stocks were made. All prices are as of 12/06/2024. A total of 20 stocks are in the Portfolio now.

The Model Portfolio is made up of 18 to 21 stocks. The criteria used is that firstly, the stocks are in the Mid Cap universe of stocks. This is defined as having a Market Capitalization between $1 Billion and $12 Billion. The vast majority of the stocks selected should be in that range. Secondly, Earnings per share (EPS) and related data concerning EPS to identify positive trends such as upside, surprises, magnitude, and consensus metrics is used.

BackTest – The Backtest for this Portfolio outperformed the MDY benchmark in 15 out of the 19 years tested. It underperformed in years 2014 and 2019. It was largely even with the benchmark in 2008 and 2015. When the Portfolio outperformed, it was usually by a significant margin. The best year was 2005 when it was up by 46%.

Add – CDE, DX, EMBC, FIHL, GDYN, MANU, OLO, PX, RSI

Remove – APLD, DAWN, GEO, IAG, MDXG, SAND, SVM, TGI, UAA

Outperformers in the Active portfolio selections includes NMRK and WWW. They are up 44% and 64% respectively since added. Removed was GEO. It was added on 10/14/24 and was up 92% when removed. Removed was APLD. It was added on 11/01/24 and was up 65% when removed.

The Mid Cap Flyers Portfolio Detail Here

Performance 12/31/2022 to 12/06/2024

Quant Alpha’s *	175.82%
EQAL (Russell 1000 Equal Weight ETF) *	26.95%

BI-Weekly Swings	76.90%
BSMAX ( Russell Small/Mid-Cap Index Fund)	34.42%

Small Cap Discoveries	70.38%
IJR (Small Cap benchmark)	29.41%

CANSLIM Growth	53.06%
BSMAX ( Russell Small/Mid-Cap Index Fund)	34.42%

Mid Cap Flyers	51.00%
MDY (Mid Cap Benchmark)	34.57%

Large Cap Stalwarts	48.99%
RSP (Large Cap benchmark)	29.07%

Click here for the Live Scorecard

Backtests for the Five Model Portfolios

The Mid Cap Flyers Model Portfolio is now up 51% since going live at the beginning of 2023. Since the October 2024 update the portfolio went from 32% up to 51% up and the outperformance over the benchmark went from +4% to +16%. This type of spurt in outperformance is exactly what the backtest identified happens from time-to-time.

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