Category: Portfolio Update
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Up 24% – Mid Cap Flyers Portfolio Changes – April 2025
The Mid Cap Flyers Model Portfolio has seen a 24% increase, outperforming its benchmark MDY by 12%. Recently updated, the portfolio now consists of six stocks with two removals (SUZ, WWW) but no new additions. Notably, the remaining stocks as of April 4, 2025, are CENX, COMM, LUMN, MD, OPFI, and PBI. Since its inception…
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Up 110% – Quant Alpha’s Portfolio Update 04/03/2025
Since the last update two weeks ago, this Portfolio has maintained its wide outperformance against the ETF benchmark, EQAL. The Portfolio is up over 110% for 2023-2025 and beats its benchmark by 95%. The Model Portfolio Quant Alpha’s was updated today. A Removal was made. All prices are as of 4/03/2025. A total of 24…
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Up 41% – CANSLIM Growth Portfolio Update – March 2025
The CANSLIM Growth Model Portfolio is up over 41% in 2023-2025 and is 20% ahead of it s benchmark BSMAX. The CANSLIM Growth Model Portfolio was updated this weekend. New Adds of 0 stocks were made and Removals of 1 stock was made. All prices are as of 03/28/2025. A total of 6 stocks are…
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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 56% – Small Cap Discoveries Portfolio Update – March 2025
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…
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Up 131% – Quant Alpha’s Portfolio Update 03/20/2025
Since the last update two weeks ago, this Portfolio has maintained its wide outperformance against the ETF benchmark, EQAL. The Portfolio is up over 131% for 2023-2025 and beats its benchmark by 111%. The Model Portfolio Quant Alpha’s was updated today. A Removal was made. All prices are as of 3/20/2025. A total of 25…
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Up 32% – Large Cap Stalwarts Update – March 2025
The Model Portfolio Large Cap Stalwarts continues its outperformance over its benchmark RSP ( S&P 500 Equal Weight ETF). It is now up 32% since it went live in 2023. This is 11% ahead of its benchmark RSP. The Model Portfolio Large Cap Stalwarts was updated this weekend. No new Adds were made and Removals of 4…
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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 32% – Mid Cap Flyers Portfolio Changes – March 2025
The Mid Cap Flyers Model Portfolio is now up 32%. It is 9% above its benchmark MDY. The Model Portfolio Mid Cap Flyers was updated recently. No new Adds were made and Removals of 12 stocks were made. All prices are as of 03/07/2025. A total of 8 stocks are in the Portfolio now. Add…
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Up 123% – Quant Alpha’s Portfolio Update 03/07/2025
Since the last update two weeks ago, this Portfolio has maintained its wide outperformance against the ETF benchmark, EQAL. The Portfolio is up over 123% for 2023-2025 and beats its benchmark by 103%. The Model Portfolio Quant Alpha’s was updated today. A Removal was made. All prices are as of 3/07/2025. A total of 26…
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Up 43% – CANSLIM Growth Portfolio Update -February 2025
The CANSLIM Growth Model Portfolio is up over 43% in 2023-2025 and is 19% ahead of it s benchmark BSMAX. The CANSLIM Growth Model Portfolio was updated this weekend. New Adds of 0 stocks were made and Removals of 12 stocks were made. All prices are as of 02/28/2025. A total of 7 stocks are…
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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 63% – Small Cap Discoveries Portfolio Update – February 2025
The Portfolio shows significant outperformance against its benchmark, IJR, with a 63% gain in 2023-2024. Recently updated, it comprises 14 stocks with six additions and removals. Historical backtesting indicates robust results, outperforming the benchmark in 15 of 19 years, highlighting effective stock selection strategies based on EPS and related metrics.
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Up 158% – Quant Alpha’s Portfolio Update 02/20/2025
Since the last update, the Portfolio has outperformed the ETF benchmark EQAL, up over 158% for 2023-2025. It currently holds 27 stocks, with a strong selection criteria avoiding micro-cap, airlines, crypto, and biotech firms. Key performers include POWL and CLS, with future expansion expected to 30-35 stocks.
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Up 46% – Large Cap Stalwarts Update – February 2025
The Model Portfolio Large Cap Stalwarts has surpassed its benchmark, the RSP, by 20% with a 46% increase since launch in 2023. Recently updated, it now includes 17 stocks after adding 9 and removing 10. Historically, it outperformed the RSP in 12 of the past 19 years tested.
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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 42% – Mid Cap Flyers Portfolio Changes – February 2025
The Mid Cap Flyers Model Portfolio has risen 42%, exceeding its benchmark, MDY, by 13%. Recently, 10 stocks were added and removed, now totaling 20. The portfolio primarily targets mid-cap stocks with market capitalizations between $1 billion and $12 billion. Backtests show strong historical performance, outperforming in 15 of 19 years.
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Up 176% – Quant Alpha’s Portfolio Update 02/06/2025
The Portfolio has significantly outperformed the ETF benchmark EQAL, rising over 176% from April 2023 to February 2025, surpassing the benchmark by 151%. Updated biweekly, it consists of 28 stocks, targeting high liquidity and excluding certain sectors. Notable performers include POWL (+359%) and CLS (+469%).
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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 51% – CANSLIM Growth Portfolio Update -January 2025
The CANSLIM Growth Model Portfolio has increased by over 51% in 2023-2024, significantly surpassing its benchmark BSMAX by 21%. The portfolio, consisting of 20 stocks, uses the CANSLIM approach focused on earnings per share, return on equity, and sales growth. Recent changes included adding six stocks and removing five.
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