Category: BI-Weekly Swings
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Up 63% – BI-Weekly Swings Update – 04/23/2025

The BI-Weekly Swings Portfolio is up 63% 2023-2025 and is 52% ahead of its benchmark BSMAX. The Model Portfolio BI-Weekly Swings was updated this morning. No new Adds were made and a Removal of 1 stock was made. All prices are as of 04/23/2025. A total of 1 stock is in the Portfolio. Add –…
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Up 63% – BI-Weekly Swings Update – 04/10/2025

The BI-Weekly Swings Portfolio is up 63% 2023-2025 and is 53% ahead of its benchmark BSMAX. The Model Portfolio BI-Weekly Swings was updated this morning. No new Adds were made and Removals of 4 stocks were made. All prices are as of 04/10/2025. A total of 2 stocks are in the Portfolio. Add – New…
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Up 67% – BI-Weekly Swings Update – 03/28/2025
The BI-Weekly Swings Portfolio is up 67% 2023-2025 and is 47% ahead of its benchmark BSMAX. The Model Portfolio BI-Weekly Swings was updated this morning. No new Adds were made and Removals of 2 stocks were made. All prices are as of 03/28/2025. A total of 6 stocks are in the Portfolio. Add – New…
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Up 66% – BI-Weekly Swings Update – 03/14/2025
The BI-Weekly Swings Portfolio is up 66% 2023-2025 and is 48% ahead of its benchmark BSMAX. The Model Portfolio BI-Weekly Swings was updated this morning. No new Adds were made and Removals of 7 stocks were made. All prices are as of 03/14/2025. A total of 8 stocks are in the Portfolio. Add – New…
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Up 70% – BI-Weekly Swings Update – 02/27/2025
The BI-Weekly Swings Portfolio is up 70% 2023-2025 and is 48% ahead of its benchmark BSMAX. The Model Portfolio BI-Weekly Swings was updated this morning. New Adds of 4 stocks were made and Removals of 4 stocks were made. All prices are as of 02/27/2025. A total of 15 stocks are in the Portfolio. The BI-Weekly…
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Up 76% – BI-Weekly Swings Update – 02/13/2025

The BI-Weekly Swings Portfolio has grown 76% from 2023 to 2025, outperforming its benchmark BSMAX by 48%. Comprising 15 stocks, it employs three strategies focused on Mid Cap, Small Cap, and Micro Cap investing. Recent updates included adding two stocks and removing four, reflecting its dynamic management approach.
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Up 74% – BI-Weekly Swings Update – 01/30/2025

The BI-Weekly Swings Portfolio has achieved a 74% gain from 2023 to 2025, outperforming its benchmark BSMAX by 45%. It includes 17 stocks with bi-weekly updates, utilizing strategies centered on earnings metrics. Notably, it outperformed benchmarks in 15 of 19 years tested, with the best year being 2016 at an 86% increase.
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Up 72% – BI-Weekly Swings Update – 01/16/2025

The BI-Weekly Swings Portfolio has risen 72% from 2023-2025, outperforming its benchmark BSMAX by 45%. It includes 18 stocks, with recent additions of 4 and removals of 3. The Portfolio implements three strategies focusing on earnings trends and has outperformed historical benchmarks in most tested years, with 2016 as its best year.
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Up 70% – BI-Weekly Swings Update – 01/02/2025

The BI-Weekly Swings Portfolio has achieved a 70% return from 2023-2025, surpassing its benchmark, BSMAX, by 44%. The portfolio consists of 17 stocks, updated bi-weekly, utilizing multiple strategies focusing on EPS, ROE, and relative strength. Backtests show it outperformed benchmarks in 15 of 19 years tested.
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Up 65% – BI-Weekly Swings Update – 12/19/2024

The BI-Weekly Swings Portfolio has achieved a remarkable 65% growth in 2023-2024, surpassing its benchmark BSMAX by 45%. Updated bi-weekly, it now holds 16 stocks, incorporating three distinct strategies focusing on mid, small, and micro-cap stocks. Recent adjustments included adding three stocks and removing eight. Backtesting indicates consistent historical outperformance.
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Up 78% – BI-Weekly Swings Update – 12/05/2024

The BI-Weekly Swings Model Portfolio was updated with five new stocks added and five removed, maintaining 21 stocks total. Since its inception in 2023, the portfolio has risen 78%, outperforming the BSMAX benchmark by 42%. Various strategies focus on mid, small, and micro-cap stocks, showing consistent strong performance.
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Up 72% – BI-Weekly Swings Update – 11/21/2024

The Model Portfolio BI-Weekly Swings, updated on 11/21/2024, added and removed six stocks, maintaining a total of 21. It has achieved a remarkable 72% increase from 2023-2024, outperforming the BSMAX benchmark by 39%. The portfolio uses a blend of strategies focused on various stock caps and key financial metrics.
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Up 76% – BI-Weekly Swings Update – 11/07/2024

The Model Portfolio BI-Weekly Swings updated on 11/07/2024, adding and removing six stocks, now comprising 21 in total. It boasts a 76% gain since 2023, outperforming its benchmark BSMAX by 44%. The portfolio employs three strategies focusing on EPS and ROE metrics for stock selection and has historically excelled in backtests.
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Up 71% – BI-Weekly Swings Update – 10/24/2024

The Model Portfolio BI-Weekly Swings was updated with five new stock additions and five removals, totaling 21 stocks. It has achieved a 71% return for 2023-2024, outperforming the BSMAX benchmark by 45%. Various strategies incorporating EPS and ROE are employed, with notable past performance across multiple years.
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Up 68% – BI-Weekly Swings Update – 10/11/2024

The Model Portfolio BI-Weekly Swings was updated on 10/11/2024, adding and removing five stocks, resulting in a total of 21 stocks. The portfolio has recorded a 68% increase since 2023, outperforming its benchmark BSMAX by 42%. It employs three strategies focusing on Mid Cap, Small Cap, and Micro Cap stocks, utilizing criteria like EPS and…
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Up 68% – BI-Weekly Swings Update – 09/25/24

The Model Portfolio BI-Weekly Swings was updated this morning. New Adds of 5 stocks were made and Removals of 5 stocks were made. All prices are as of 09/25/2024. A total of 21 stocks are in the Portfolio. The BI-Weekly Swings Portfolio is up 68% 2023-2024 and is 43% ahead of its benchmark BSMAX. The BI-Weekly…
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Up 66% – BI-Weekly Swings Update – 09/11/24

The BI-Weekly Swings Portfolio was updated with 8 new stocks and 8 removals, bringing the total to 21 stocks. It has outperformed its benchmark BSMAX by 45%, totaling a 66% increase from 2023-2024. The portfolio is comprised of 3 strategies and has shown consistent outperformance in backtests, notably in 2016.
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Up 68% – BI-Weekly Swings Update – 08/28/24

The Model Portfolio BI-Weekly Swings, updated with 9 new stocks and 9 removals, has shown 64% growth, outperforming its benchmark BSMAX by 45%. The portfolio consists of 15 to 21 stocks, utilizing three strategies and backtesting well against benchmarks. Notable outperformers include VIRC and HRTG. It is up 64% since 2023.
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Up 64% – BI-Weekly Swings Update – 08/14/24

The Model Portfolio BI-Weekly Swings, updated with 9 new stocks and 9 removals, has shown 64% growth, outperforming its benchmark BSMAX by 45%. The portfolio consists of 15 to 21 stocks, utilizing three strategies and backtesting well against benchmarks. Notable outperformers include VIRC and HRTG. It is up 64% since 2023.
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Up 72% – BI-Weekly Swings Update – 07/31/24

The BI-Weekly Swings Portfolio has been updated with 9 new stocks and 9 removals. It consists of 15 to 21 stocks, using three strategies to cover Mid Cap, Small Cap, and Micro Cap stocks. It outperformed its benchmarks in most years and is up 72% since 2023. Notable outperformers include VIRC and APEI.
