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

The Quant Alpha’s is now up over 144% for 2023-2024 and continues to destroy its benchmark EQAL by 124%. Active outperformers POWL, ANF , APP and CLS account for some of this Alpha. They are up +315%, +197%, 731% and +294% respectively.

The BI-Weekly Swings is now up over 68% for 2023-2024 and crushing its benchmark BSMAX by 43%. This is an increase in its outperformance since the last monthly update. Active outperformers includes APEI and FOA. They are up +48% and 35% respectively since added. LFVN added on 9/25/24 was removed from the active list this month. It was up 49% when removed.

The Small Cap Discoveries is now up over 73% for 2023-2024 and continues to outperform its benchmark IJR by over 52%. This is a large increase in its outperformance since the last monthly update. Active outperformers FLXS and AENT account for some of this Alpha. They are up +69% and +231% respectively. LFVN which was added on 8/16/24 was removed from the active list. It was up +116% when removed.

CANSLIM Growth is now up over 49% for 2023-2024 and easily beats its benchmark BSMAX by over 24%. This is a large increase in its outperformance since the last monthly update. Active outperformers NCLH and BBW contributed +47% and +40% respectively. TZOO added on 8/23/24 was removed this month. It was up +65% when removed.

The Large Cap Stalwarts is now up over 41% for 2023-2024 and is now outpacing its benchmark RSP by 19%. This is an increase in its outperformance since the last monthly update. Active outperformers RCL, and NCLH contributed +63% and 33% respectively. PYPL added on 7/12/24 was removed this month. It was up 51% when removed.

The Mid Cap Flyers is now up over 43% for 2023-2024 and is now outpacing its benchmark MDY by 16%. This is an increase in its outperformance since the last monthly update. WWW and and AMRX are the best active outperformers. They are ahead +58% and +29% since added. GEO added on 10/14/24 was removed. It was up 92% at the time it was removed.

This month in the stock market was a down month for the indexes we use as benchmarks. RSP (S&P 500 Equal Weight ETF) -6.2% with MDY ( S&P MIDCAP 400 ETF) -7.2%, IJR (S&P Small-Cap ETF) -8.1%, EQAL (Russell 1000 Equal Weight ETF) -4.6% and BSMAX (Russell Small/Mid-Cap Index) -8.6%.

Performance 01/01/23 to 12/31/2024

Quant Alpha’s *	144.04%
EQAL (Russell 1000 Equal Weight ETF) *	20.10%
BI-Weekly Swings	68.47%
BSMAX ( Russell Small/Mid-Cap Index Fund)	25.27%
Small Cap Discoveries	73.16%
IJR (Small Cap benchmark)	20.82%
CANSLIM Growth	49.44%
BSMAX ( Russell Small/Mid-Cap Index Fund)	25.27%
Mid Cap Flyers	43.78%
MDY (Mid Cap Benchmark)	26.84%
Large Cap Stalwarts	41.82%
RSP (Large Cap benchmark)	22.76%

Click here for the Live scorecard

Backtests for the Model Portfolios

The December 2024 end-of the-month results shows continuing dramatic outperformance of the Model Portfolios. Led by Quant Alpha’s Portfolio up +144%. One year ago, Quant Alpha was at +36%. Of the six model portfolios, five increased their outperformance over their benchmarks this month even though the market had a general sell-off during December.

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