The Portfolio continues to outpace its benchmark, IJR, by a wide margin. The Portfolio is up over 50% for 2023-2024 and 46% 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 04/18/2025. A total of 4 stocks are in the Portfolio now.

Add – No further Adds will be made

Remove – AENT, AOUT, FOA, KEQU, RELL

Current Portfolio Holdings: APEI, LFVN, OPRT, RAIL

See the Small Cap Discoveries Portfolio Detail Here

Performance 12/31/2022 to 04/18/2025

Quant Alpha’s *	121.73%
EQAL (Russell 1000 Equal Weight ETF) *	12.73%
BI-Weekly Swings	63.88%
BSMAX ( Russell Small/Mid-Cap Index Fund)	11.69%
Small Cap Discoveries	50.96%
IJR (Small Cap benchmark)	4.40%
CANSLIM Growth	40.11%
BSMAX ( Russell Small/Mid-Cap Index Fund)	11.69%
Mid Cap Flyers	24.51%
MDY (Mid Cap Benchmark)	14.94%
Large Cap Stalwarts	30.62%
RSP (Large Cap benchmark)	15.58%

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. This is the last update to the Portfolio.

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