The Portfolio continues to outpace its benchmark, IJR, by a wide margin. The Portfolio is up over 63% for 2023-2024 and 45% ahead of its benchmark.

The Model Portfolio Small Cap Discoveries was updated this weekend. New Adds of 6 stocks were made and Removals of 6 stocks were made. All prices are as of 02/21/2025. A total of 14 stocks are in the Portfolio now.

The Small Cap Discoveries portfolio is made up of 14 to 30 stocks. It consists of three separate strategies used together to get a good cross section of Small and Micro Cap stocks. 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 Relative Strength, Price/Sales and Price/Book are examined.

BackTest – The Backtest for this Portfolio outperformed the IJR benchmark in 15 out of the 19 years tested. It underperformed in years 2008, 2015, 2017 and 2019. When the Portfolio outperformed, it was usually by a wide margin. The best year was 2009 when it was up by 127%.

Add – CNVS, LFVN, OPRT, RELL, RGS, STRW

Remove – BZFD, FLXS, INGN, ORN, PPIH, TBRG

Noteworthy active transactions are AENT (added on 9/20/24) and APEI (added 0n 6/21/24). They are up 53%, and 37% respectively. FLXS (Added 6/21/24) was Removed. It was up 44% when Removed. Also TBRG was Removed. It was up 55% when Removed.

See the Small Cap Discoveries Portfolio Detail Here

Performance 12/31/2022 to 02/21/2025

Quant Alpha’s *	143.95%
EQAL (Russell 1000 Equal Weight ETF) *	23.44%
BI-Weekly Swings	71.88%
BSMAX ( Russell Small/Mid-Cap Index Fund)	24.79%
Small Cap Discoveries	63.93%
IJR (Small Cap benchmark)	18.86%
CANSLIM Growth	47.01%
BSMAX ( Russell Small/Mid-Cap Index Fund)	24.79%
Mid Cap Flyers	36.74%
MDY (Mid Cap Benchmark)	26.30%
Large Cap Stalwarts	42.87%
RSP (Large Cap benchmark)	25.38%

Click here for Live Portfolio results

Backtests for the Model Portfolios

This monthly update of the Small Cap Discoveries Model Portfolio is highlighted by its continuing outperformance over its benchmark. The Portfolio is up 63% since it went live at the beginning of 2023.

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