Since the last update two weeks ago, this Portfolio has maintained its wide outperformance against the ETF benchmark, EQAL. The Portfolio is up over 123% for 2023-2025 and beats its benchmark by 103%.
The Model Portfolio Quant Alpha’s was updated today. A Removal was made. All prices are as of 3/07/2025. A total of 26 stocks are in the Portfolio now. This Portfolio uses Quant scores as the chief factor in adding and removing stocks. Other criteria is used to limit the scope of the stocks to be considered. The criteria is shown below.
- No Micro-Cap stocks.
- High liquidity.
- USA or Canada headquartered only stocks.
- Twice a month I will add to the Portfolio.
- I will not use subjective criteria for Stock selection.
- When a Remove signal is received, I will remove 100% of that stock, not a portion.
- I will not add any stocks that are Airlines, crypto related, BioTech or Mega Cap..
- You can expect that eventually 30 to 35 stocks will be in the Portfolio.
- The holding period is expected to range from 9 months to 2 years.
Add – new Adds are no longer provided
Remove – GCT (GigaCloud Technology)
Quant Alpha’s Portfolio details here
Model Portfolio Performance 01-01-2023 to 03-07-2025
| Quant Alpha’s * | 123.51% |
| EQAL (Russell 1000 Equal Weight ETF) * | 20.70% |
| BI-Weekly Swings | 69.44% |
| BSMAX ( Russell Small/Mid-Cap Index Fund) | 19.43% |
| Small Cap Discoveries | 59.98% |
| IJR (Small Cap benchmark) | 14.39% |
| CANSLIM Growth | 42.75% |
| BSMAX ( Russell Small/Mid-Cap Index Fund) | 19.43% |
| Mid Cap Flyers | 31.52% |
| MDY (Mid Cap Benchmark) | 22.73% |
| Large Cap Stalwarts | 34.67% |
| RSP (Large Cap benchmark) | 23.59% |
Click here for Live Portfolio results
Backtests for the Five Model Portfolios
The Portfolio maintains its strong outperformance, The Portfolio is now up 123% from its start in April 2023. No new Adds will be made to this portfolio. All updates will cease at the end of April, 2025.
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
Position Trader 
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