The Model Portfolio Large Cap Stalwarts continues its outperformance over its benchmark RSP ( S&P 500 Equal Weight ETF). It is now up 46% since it went live in 2023. This is 20% ahead of its benchmark RSP.

The Model Portfolio Large Cap Stalwarts was updated this weekend. New Adds of 9 stocks were made and 10 Removals of stocks were made. All prices are as of 02/14/2025. A total of 17 stocks are in the Portfolio now.

The Model Portfolio is made up of 10 to 20 stocks. First, the software checks if the large cap stocks are listed in the S&P 500 index. Then, it analyzes the most recent earnings data to identify positive trends such as upside, surprises, magnitude, and consensus metrics.

BackTest – The Backtest for this Portfolio outperformed the RSP benchmark in 12 out of the 19 years tested. It underperformed in years 2008, 2009, 2011, 2013, 2018 and 2020. It was largely even with the benchmark in 2010. When the Portfolio outperformed, it was usually by a significant margin. The best year was 2017 when it was up by 44%

Add – APH, C, FOX, GS, JPM, MS, NTRS, SYF, WFC

Remove – AMZN, CTRA, DVA, GRMN, NCLH, PKG, RJF, TRV, TT, WY

A noteworthy active portfolio stock is RCL. It is up 80% since added.

Large Cap Stalwarts Portfolio Detail Here

Performance 01/01/2023 to 02/14/2025

Quant Alpha’s *	166.03%
EQAL (Russell 1000 Equal Weight ETF) *	24.86%
BI-Weekly Swings	76.25%
BSMAX ( Russell Small/Mid-Cap Index Fund)	28.36%
Small Cap Discoveries	69.28%
IJR (Small Cap benchmark)	22.44%
CANSLIM Growth	53.76%
BSMAX ( Russell Small/Mid-Cap Index Fund)	28.36%
Mid Cap Flyers	42.06%
MDY (Mid Cap Benchmark)	29.37%
Large Cap Stalwarts	46.95%
RSP (Large Cap benchmark)	26.09%

Click here for the Live Scorecard

Backtests for the Five Model Portfolios

The Large Cap Stalwarts Model Portfolio continues to outperform its RSP benchmark by a healthy amount. The Portfolio is now up 46% since the beginning of 2023.

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