The Model Portfolio Large Cap Stalwarts continues its outperformance over its benchmark RSP ( S&P 500 Equal Weight ETF). It is now up 29% since it went live in 2023. This is 14% ahead of its benchmark RSP.

The Model Portfolio Large Cap Stalwarts was updated this weekend. No new Adds were made and Removals of 12 stocks were made. All prices are as of 04/11/2025. A total of 1 stock is in the Portfolio now.

This is the last update for this portfolio.

Add – No new Adds will be made

Remove – APH, FOX, GS, JPM, MS, NTRS, RCL, SCHW, SYF, TPR, TSN, WFC

Portfolio Member – LDOS

Large Cap Stalwarts Portfolio Detail Here

Performance 01/01/2023 to 04/11/2025

Quant Alpha’s *	118.73%
EQAL (Russell 1000 Equal Weight ETF) *	11.86%
BI-Weekly Swings	63.86%
BSMAX ( Russell Small/Mid-Cap Index Fund)	9.67%
Small Cap Discoveries	50.29%
IJR (Small Cap benchmark)	3.63%
CANSLIM Growth	39.68%
BSMAX ( Russell Small/Mid-Cap Index Fund)	9.67%
Mid Cap Flyers	24.98%
MDY (Mid Cap Benchmark)	14.18%
Large Cap Stalwarts	29.57%
RSP (Large Cap benchmark)	15.22%

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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