The Portfolio continues to outpace its benchmark, IJR, by a wide margin. The Portfolio is up over 56% for 2023-2024 and 44% ahead of its benchmark.

The Model Portfolio Small Cap Discoveries was updated this weekend. No new Adds were made and Removals of 5 stocks were made. All prices are as of 03/21/2025. A total of 9 stocks are in the Portfolio now.

Add – No further Adds will be made

Remove – CNVS, EHTH, RGS, STRW, TG

See the Small Cap Discoveries Portfolio Detail Here

Performance 12/31/2022 to 03/21/2025

Quant Alpha’s *	130.77%
EQAL (Russell 1000 Equal Weight ETF) *	19.75%
BI-Weekly Swings	66.38%
BSMAX ( Russell Small/Mid-Cap Index Fund)	18.96%
Small Cap Discoveries	56.63%
IJR (Small Cap benchmark)	12.27%
CANSLIM Growth	41.82%
BSMAX ( Russell Small/Mid-Cap Index Fund)	18.96%
Mid Cap Flyers	31.85%
MDY (Mid Cap Benchmark)	21.28%
Large Cap Stalwarts	34.79%
RSP (Large Cap benchmark)	21.96%

Click here for Live Portfolio results

Backtests for the Model Portfolios

This portfolio is being phased out. No further Adds will be made and after April, 2025, no Removals either.

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