Category: Portfolio Update
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Up 53% – CANSLIM Growth Portfolio Update November 2024
The CANSLIM Growth Model Portfolio was updated this weekend. New Adds of 8 stocks were made and Removals of 5 stocks were made. All prices are as of 11/22/2024. A total of 20 stocks are in the Portfolio. The CANSLIM Growth Model Portfolio is up over 53% in 2023-2024 and is 19% ahead of its…
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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 58% – Small Cap Discoveries Portfolio Update – November 2024
The Model Portfolio Small Cap Discoveries was updated to include three new stocks while removing ten, resulting in a total of 14 stocks. The Portfolio outperformed its benchmark IJR significantly, with a 58% increase for 2023-2024. Notable transactions included HRTG, which was removed after a 121% gain.
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Up 152% – Quant Alpha’s Portfolio Update 11/13/2024
The Portfolio continues to outperform the EQAL benchmark, achieving a 152% increase for 2023-2024, surpassing the benchmark by 127%. Containing 26 stocks, it utilizes Quant scores for selection, avoiding micro-cap and specific sectors. Notable performers include POWL and APP.
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Up 46% – Large Cap Stalwarts Update – November 2024
The Model Portfolio Large Cap Stalwarts was updated this weekend. New Adds of 7 stocks were made and 6 Removals of stocks were made. All prices are as of 11/08/2024. A total of 18 stocks are in the Portfolio now. Add – APH, BLK, GRMN, NTRS, PGR, SYF, ZBRA Remove – CPT, DVA, EXPE, HCA,…
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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 34% – Mid Cap Flyers Portfolio Changes – November 2024
The Model Portfolio Mid Cap Flyers was updated today. New Adds of 6 stocks were made and Removals of 7 stocks were made. All prices are as of 11/01/2024. A total of 20 stocks are in the Portfolio now. The Mid Cap Flyers Model Portfolio is now up 34%. It is 8% above its benchmark…
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Remove SMCI – Quant Alpha’s Portfolio Update 10/30/2024
SMCI (Super Micro Computer) released some troubling news on Wednesday. Their auditor resigned. This is very bad sign for a company. It could indicate more undisclosed problems are lurking. Since the Quant ratings are very close to a Sell signal and with this additional negative news, I am removing this stock from the active list.…
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Up 129% – Quant Alpha’s Portfolio Update 10/29/2024
The Model Portfolio Quant Alpha was updated. The portfolio, using Quant scores for selection, is up 129% since April 2023, outperforming the EQAL benchmark significantly. Performance highlights include stocks like SMCI and POWL, with expected growth to 30-35 holdings.
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Up 44% – CANSLIM Growth Portfolio Update October 2024
The CANSLIM Growth Model Portfolio was updated with five new additions and five removals, maintaining 17 stocks. It has gained over 44% in 2023-2024, outperforming its benchmark BSMAX by 18%. Using the CANSLIM criteria, the portfolio has consistently outperformed benchmarks in 18 of 19 tested years, showcasing robust performance.
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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 59% – Small Cap Discoveries Portfolio Update – October 2024
The Small Cap Discoveries Model Portfolio was updated with three new stock additions and removals, totaling 21 stocks. The portfolio has significantly outperformed the IJR benchmark with a 59% gain for 2023-2024. Notable stocks include HRTG and HBB, which rose 90% and 82%, respectively.
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Up 39% – Large Cap Stalwarts Update – October 2024
The Model Portfolio Large Cap Stalwarts received updates this weekend, with six new stocks added (CCL, CF, EXPE, IP, NTAP, PODD) and four removed (CHRW, HWM, STX, UHS), totaling 17 stocks. As of 10/15/2024, the portfolio has risen 39% since its 2023 inception, outperforming the S&P 500 Equal Weight ETF benchmark by 13%. Backtests show…
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Up 32% – Mid Cap Flyers Portfolio Changes – October 2024
The Mid Cap Flyers Model Portfolio has undergone updates, with 12 new stocks added and 11 removed, totaling 21 stocks as of 10/14/2024. The portfolio shows a 32% increase since its inception in early 2023. It includes stocks from the Mid Cap universe, which have market capitalizations between $1 billion and $12 billion, focusing on…
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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 111% – Quant Alpha’s Portfolio Update 10/10/2024
The Model Portfolio Quant Alpha’s was updated on 10/10/2024, adding Carnival Corporation (CCL) and removing Core & Main (CNM), with a total of 25 stocks now included. The portfolio focuses on Quant scores, avoiding subjective criteria and eliminating micro-cap stocks, airlines, crypto, biotech, and mega caps. Performance is strong, with a 111% increase since its…
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Up 41% – CANSLIM Growth Portfolio Update 09/27/2024
The CANSLIM Growth Model Portfolio was updated this weekend. New Adds of 2 stocks were made and Removals of 3 stocks were made. All prices are as of 09/27/2024. A total of 17 stocks are in the Portfolio. The CANSLIM Growth Model Portfolio is up over 41% in 2023-2024 and is 15% ahead of its…
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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 60% – Small Cap Discoveries Portfolio Update – September 2024
The Model Portfolio Small Cap Discoveries was updated this weekend. New Adds of 5 stocks were made and Removals of 4 stocks were made. All prices are as of 09/20/2024. A total of 21 stocks are in the Portfolio now. The Portfolio continues to outpace its benchmark, IJR, by a wide margin. The Portfolio is…
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Up 85% – Quant Alpha’s Portfolio Update 09/18/2024
The Model Portfolio Quant Alpha was updated with the addition of Rush Street Interactive and the removals of Pactiv Evergreen and Caterpillar, now totaling 25 stocks. The portfolio, using Quant scores for stock selection, has outperformed its benchmark, EQAL, with an 85% increase for 2023-2024. Notable performers include Super Micro, POWL, and ANF. The strategy…
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