Portfolio Update – Page 7 – Position Trader

Up 44% – CANSLIM Growth Portfolio Update 08/23/2024

The CANSLIM Growth Model Portfolio was updated with 6 new stock additions and 7 removals, totaling 18 stocks. It has outperformed its benchmark by 18% and has recorded significant backtest outperformance. The portfolio follows the CANSLIM approach, focusing on EPS, Return on Equity, and Sales Increase. Notable active transactions and impressive performance details are also…

Position Trader

August 26, 2024

CANSLIM Growth, Portfolio Update

BGFC, BKR, Canslim, CANSLIM Growth, JILL, NCLH, oii, PARR, stock investments, stock portfolio, swing trading, TZOO, WEN

Up 89% – Quant Alpha’s Portfolio Update 08/21/2024

The Model Portfolio Quant Alpha’s was updated this morning with a new stock added and a stock removed. The portfolio now holds 26 stocks, using Quant scores for selection. It has outperformed the EQAL benchmark, achieving an 89% increase and beating the benchmark by 70% for 2023-2024.

Position Trader

August 22, 2024

Portfolio Update, Quant Alpha’s

alpha, anf, outperformance, powl, quant, Quant Alpha’s, smci, stock investments, swing trading, wgs

Up 56% – Small Cap Discoveries Portfolio Update – August 2024

The Model Portfolio Small Cap Discoveries was updated with 9 new stocks added and 8 removed. It outperformed its benchmark, IJR, by 30% and is up over 56% for 2023-2024. The portfolio consists of 20 to 30 stocks and uses three strategies to identify positive trends in small and micro cap stocks. The Backtest for…

Position Trader

August 19, 2024

Portfolio Update, Small Cap Discoveries

ACCO, AMPY, BKTI, BZFD, CANSLIM Growth, HBB, hrtg, KINS, Large Cap Stalwarts, lfvn, Mid cap Flyers, OIS, panl, SGC, Small Cap Discoveries, stock investments, swing trading

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.

Position Trader

August 15, 2024

BI-Weekly Swings, Portfolio Update

BI-Weekly Swings, BZFD, coty, F, finance, FSM, hrtg, INGN, investing, MAG, MD, SGC, stock investments, stock portfolio, stock-market, stocks, swing trading, trading, TZOO, virc

Up 25% – Large Cap Stalwarts Update – August 2024

Model Portfolio Update – Large Cap Stalwarts – Outperformance Continues

Position Trader

August 12, 2024

Large Cap Stalwarts, Portfolio Update

CHRW, finance, hca, HWM, investing, large cap, Large Cap Stalwarts, NEM, personal-finance, PKG, stock investments, stock-market, stocks, swing trading, UHS

Up 61% – Quant Alpha’s Portfolio Update 08/07/2024

The updated Model Portfolio Quant Alpha’s includes 26 stocks based on Quant scores and specific criteria. It does not include micro-cap stocks, emphasizes high liquidity, and limits stocks to USA/Canada headquarters. The portfolio outperformed the EQAL benchmark by 39%, with standout performers such as SMCI, POWL, and ANF. Notable recent addition: WGS (GeneDx Holdings).

Position Trader

August 8, 2024

Portfolio Update, Quant Alpha’s

alpha, anf, outperformance, powl, quant, Quant Alpha’s, smci, stock investments, swing trading, wgs

Up 20% – Mid Cap Flyers Portfolio Changes – 08/02/2024

Mid Cap Flyers Monthly Update –

Position Trader

August 5, 2024

Mid cap Flyers, Portfolio Update

CMTG, HL, IAS, KGC, LC, Mid cap Flyers, Mid Cap stocks, outperforms, SOFI, stock investments, stock model portfolio, swing trading, TAC, TGI

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.

Position Trader

August 1, 2024

BI-Weekly Swings, Portfolio Update

apei, BI-Weekly Swings, DB, EHAB, finance, flxs, FSTR, investing, LC, RCKY, SCM, stock investments, stock portfolio, stock-market, stocks, swing trading, trading, TRIN, virc, WT

Up 51% – CANSLIM Growth Portfolio Update 07/26/2024

The CANSLIM Growth Model Portfolio was updated with 6 new stocks and the removal of 7, resulting in a total of 19 stocks. It has shown impressive performance, surpassing its benchmark by 26% and achieving a 51% increase in 2023-2024. The portfolio follows the CANSLIM approach, focusing on criteria such as EPS, Return on Equity,…

Position Trader

July 29, 2024

CANSLIM Growth, Portfolio Update