The Model Portfolio Large Cap Stalwarts continues its outperformance over its benchmark RSP ( S&P 500 Equal Weight ETF). It is now up 32% since it went live in 2023. This is 11% ahead of its benchmark RSP.

The Model Portfolio Large Cap Stalwarts was updated this weekend. No new Adds were made and Removals of 4 stocks were made. All prices are as of 03/14/2025. A total of 13 stocks are in the Portfolio now.

Add – No new Adds will be made

Remove – C, DECK, KEYS, VST

Large Cap Stalwarts Portfolio Detail Here

Performance 01/01/2023 to 03/14/2025

Quant Alpha’s *	125.56%
EQAL (Russell 1000 Equal Weight ETF) *	18.84%
BI-Weekly Swings	66.06%
BSMAX ( Russell Small/Mid-Cap Index Fund)	18.12%
Small Cap Discoveries	57.22%
IJR (Small Cap benchmark)	11.95%
CANSLIM Growth	41.58%
BSMAX ( Russell Small/Mid-Cap Index Fund)	18.12%
Mid Cap Flyers	31.05%
MDY (Mid Cap Benchmark)	20.90%
Large Cap Stalwarts	32.68%
RSP (Large Cap benchmark)	21.29%

Click here for the Live Scorecard

Backtests for the Five Model Portfolios

The Large Cap Stalwarts Model Portfolio is being phased out. No new Adds will be made and after April 2025 no Removes will be made either.

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