Category: Small Cap Discoveries
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Up 50% – Small Cap Discoveries Portfolio Update – April 2025

The Portfolio continues to outpace its benchmark, IJR, by a wide margin. The Portfolio is up over 50% for 2023-2024 and 46% 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 04/18/2025. A…
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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 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 68% – Small Cap Discoveries Portfolio Update – January 2025

The Small Cap Discoveries Portfolio has significantly outperformed its benchmark, IJR, with a 68% increase for 2023-2024, surpassing the benchmark by 45%. The portfolio comprises 14 stocks, incorporating various strategies to identify positive trends. Recent updates include adding one stock and removing three, with notable past performance in 2009.
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Up 67% – Small Cap Discoveries Portfolio Update – December 2024

The Small Cap Discoveries Portfolio has significantly outperformed its benchmark, the IJR, with a 67% increase since early 2023, 45% ahead of the benchmark. Recent updates included the addition of seven stocks and the removal of five, bringing the total to 16 stocks. Backtesting shows consistent outperformance across most years.
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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 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 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 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…
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Up 54% Small Cap Discoveries Portfolio Update – July 2024

Small Cap Discoveries Portfolio Update – 2023-2024 outperformance continues
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Up 48% Small Cap Discoveries Portfolio Update – June 2024

Small Cap Discoveries Portfolio Update – 2023-2024 outperformance continues
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Small Cap Discoveries Portfolio Update – 05/17/2024 – Up over 54% for 2023-2024

Small Cap Discoveries Portfolio Update – 2023-2024 outperformance continues
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Small Cap Discoveries Portfolio Update – 04/19/2024 – Up over 48% for 2023-2024

Small Cap Discoveries Portfolio Update – 2023-2024 outperformance continues
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Small Cap Discoveries Portfolio Update – 03/15/2024 – Up over 53% for 2023-2024
Small Cap Discoveries Portfolio Update – 2023-2024 outperformance continues
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Small Cap Discoveries Portfolio Update – 02/16/2024 – Up over 29% for 2023-2024
Small Cap Discoveries Portfolio Update – 2023-2024 outperformance continues
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Small Cap Discoveries Portfolio Update – 01/19/2024 – Up over 26% for 2023-2024
Model Portfolio Update – 2023 outperformance continues
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Small Cap Discoveries Portfolio Update – 12/22/2023 – Up over 30% for 2023
Model Portfolio Update – 2023 outperformance continues
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Model Portfolio Update 11/17/2023 – Small Cap Discoveries – Up over 15% for 2023
Model Portfolio Update – 2023 outperformance continues
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Model Portfolio Update 10/20/2023 – Small Cap Discoveries – Up over 9% for 2023 – Repost
Model Portfolio Update – 2023 outperformance continues
