The BI-Weekly Swings Portfolio is up 72% 2023-2025 and is 45% ahead of its benchmark BSMAX. This an increase in outperformance from two weeks ago.

The Model Portfolio BI-Weekly Swings was updated this morning. New Adds of 3 stocks were made and Removals of 3 stocks were made. All prices are as of 01/16/2025. A total of 17 stocks are in the Portfolio.

The BI-Weekly Swings Portfolio is made up of 15 to 21 stocks. It is updated every two weeks. It consists of three separate strategies used together to get a good cross section of Mid Cap, Small Cap and Micro Cap stocks. Two of the strategies are also used in the monthly Model Portfolio area and are being used here because they perform especially well with the two week update cycle. The third strategy is new to this website. The criteria used is Earnings per share (EPS) and related data concerning EPS to identify positive trends such as upside, surprises, magnitude, and consensus metrics. In addition, Return on Equity (ROE), change in EPS, change in Sales, Relative Strength and Price to Sales are used.

BackTest – The backtest for this Portfolio outperformed the IJR and MDY benchmarks in 15 out of the 19 years tested. It underperformed in years 2008, 2011 and 2019. It was largely even with the benchmarks in 2017. When the Portfolio outperformed, it was usually by a wide margin. The best year was 2016 when it was up by 86%. BSMAX does not go back to year 2004 so it could not be used for a backtest.

Add – ATEN, EHTH, KEQU

Remove – HOUR, INMD, ORN

Noteworthy outperformers in the Active section are APEI up 47% and NFE up 40%.

See the BI-Weekly Portfolio Detail Here.

2023-2025 Performance as of 01/16/2025

Quant Alpha’s *	162.35%
EQAL (Russell 1000 Equal Weight ETF) *	23.97%
BI-Weekly Swings	72.63%
BSMAX ( Russell Small/Mid-Cap Index Fund)	27.41%
Small Cap Discoveries	69.17%
IJR (Small Cap benchmark)	22.68%
CANSLIM Growth	50.26%
BSMAX ( Russell Small/Mid-Cap Index Fund)	27.41%
Mid Cap Flyers	43.32%
MDY (Mid Cap Benchmark)	30.18%
Large Cap Stalwarts	47.86%
RSP (Large Cap benchmark)	25.00%

Click here for the Live Portfolio Results

Backtests for the Five Model Portfolios

The BI-Weekly Swings Model Portfolio, continued its strong outperformance since it went live at the beginning of 2023. The Portfolio is now up 72% percent since the beginning of 2023.

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