Category: Month end Update
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Quant Alpha Weekly and Quant 30 are launched today
My six model portfolios started at the beginning of 2023 have now been closed. The Legacy scorecard can be seen here. I am beginning two new Quant Model portfolios starting today. These new portfolios will start from scratch during a time of all time market highs. The least favorable time to start a new Model…
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April 2025 – Model Stock Portfolios Update – Final Update
The final update on the Model Portfolios reveals impressive performance through 2023-2025, with all portfolios exceeding their benchmarks. The Quant Alpha’s portfolio leads with over 122% growth, outperforming its benchmark EQAL by 106%. Notable performers include WGS (+301%) and APP (+877%). Other portfolios such as BI-Weekly Swings and Small Cap Discoveries also show strong gains…
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March 2025 – Model Stock Portfolios Update – In the Wrap-up Phase
One month remains of a two month long wrap-up of the live update posts for the six Model Portfolios. During the next month, only Removes from the six model portfolios will be posted but no new Adds will be made. At the end of April 2025, the final monthly report will be made and no…
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February 2025 – Model Stock Portfolios Update – Entering the Wrap-up Phase
Today marks the beginning of a two month long wrap-up of the live update posts for the six Model Portfolios. During the next two months, only Removes from the six model portfolios will be posted but no new Adds will be made. At the end of April 2025, the final monthly report will be made…
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January 2025 – Model Stock Portfolios Outperformance increases
All Model Portfolios significantly outperformed their benchmarks for the 2023-2025 period, with Quant Alpha leading at over 168%, exceeding EQAL by 143%. Active contributors included POWL (+330%), ANF (+137%), and CLS (+427%). The BI-Weekly Swings rose 73%, surpassing BSMAX by 44%, driven by APEI and RAIL. Small Cap Discoveries and CANSLIM Growth were up 72%…
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December 2024 – Model Stock Portfolios Outperformance increases
All Model Portfolios outperformed their benchmarks for 2023-2024, led by Quant Alpha’s impressive 144% return. Other portfolios also showed significant gains: BI-Weekly Swings at 68%, Small Cap Discoveries at 73%, and CANSLIM Growth at 49%. Despite a market sell-off, five portfolios improved their relative performances.
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November 2024 Summary – Outperformance increases
All Model Portfolios have exceeded their benchmarks for the 2023-2024 period, showing impressive gains. The Quant Alpha’s Portfolio leads with over 165% growth, outperforming its benchmark by 136%. Active stocks like POWL and ANF have significantly contributed to this outperformance. Other portfolios also performed well, with the BI-Weekly Swings up 77%, Small Cap Discoveries up…
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October 2024 Summary – Outperformance increases
All Model Portfolios are ahead of their respective benchmarks for the 2023-2024 period. The Quant Alpha’s is now up over 113% for 2023-2024 and continues to destroy its benchmark EQAL by 93%. This is a substantial increase in outperformance since last month. Active outperformers POWL, ANF , APP and CLS account for some of this…
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August 2024 Summary – Outperformance continues
In August 2024, stock market indexes had mixed results. All model portfolios exceeded their benchmarks, with Quant Alpha’s leading at 79%, while other portfolios also showed strong performance, beating their respective benchmarks. This information is for informational purposes only and does not constitute financial advice.
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July 2024 Summary – Outperformance continues
In the stock market this month, benchmarks showed positive results. The Model Portfolios are ahead of their benchmarks for the 2023-2024 period. Quant Alpha’s is up over 96%, outperforming its benchmark by 77%. BI-Weekly Swings and Small Cap Discoveries also outperformed their benchmarks. .
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June 2024 Summary – Outperformance is maintained
The Month End summary for SwingTrader.Trading. Outperformance is maintained.
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May 2024 Summary – Outperformance increases
The Month End summary for SwingTrader.Trading. Outperformance increases.
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Month End Summary – April 2024 – Outperformance is maintained
The Month End summary for SwingTrader.Trading. Outperformance takes another leg up
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Month End Summary – March 2024 – Outperformance continues to surge
The Month End summary for SwingTrader.Trading. Outperformance takes another leg up
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Month End Summary – February 2024- Outperformance takes another leg up
The Month End summary for SwingTrader.Trading. Outperformance takes another leg up
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Month End Summary – January 2024- Outperformance powers higher
The Month End summary for SwingTrader.Trading. Outperformance powers higher.
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Month End Summary November, 2023 – Outperformance Increases
The Month End summary for SwingTrader.Trading. Outperformance Increases.
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Month End Summary October, 2023 – Outperformance continues
The Month End summary for SwingTrader.Trading. Outperformance continues.
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Month End Summary September, 2023 – Outperformance continues
The Month of September, 2023 summary for SwingTrader.Trading. Outperformance continues.
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Month End Summary August, 2023 – Outperformance continues
The Month of August, 2023 summary for SwingTrader.Trading. Outperformance continues.
Position Trader 