Up 44% – Mid Cap Flyers Portfolio Changes – January 2025

The Mid Cap Flyers Model Portfolio is now up 44%. It is 16% above its benchmark MDY.

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 01/03/2025. 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 – AUPH, DAWN, GRAB, LOMA, NEXT, NWBI, SUZ, TWO, UAA

Remove – AMRX, BGC, BRKL, CDE, CWK, DX, NMRK, RSI, WOOF

An outperformer in the Active portfolio selections includes WWW. It is up 60% since added.

The Mid Cap Flyers Portfolio Detail Here

Performance 01/01/2023 to 01/03/2025

Quant Alpha’s *	157.39%
EQAL (Russell 1000 Equal Weight ETF) *	22.11%

BI-Weekly Swings	72.02%
BSMAX ( Russell Small/Mid-Cap Index Fund)	26.58%

Small Cap Discoveries	75.84%
IJR (Small Cap benchmark)	21.70%

CANSLIM Growth	50.26%
BSMAX ( Russell Small/Mid-Cap Index Fund)	26.58%

Mid Cap Flyers	44.29%
MDY (Mid Cap Benchmark)	27.81%

Large Cap Stalwarts	43.92%
RSP (Large Cap benchmark)	23.38%

Click here for the Live Scorecard

Backtests for the Five Model Portfolios

The Mid Cap Flyers Model Portfolio is now up 44% since going live at the beginning of 2023.

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