Category: Small Cap Discoveries

• 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…

  Position Trader

  April 21, 2025

  Portfolio Update, Small Cap Discoveries

  finance, small cap, Small Cap Discoveries, stock investments, swing trading

• 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…

  Position Trader

  March 24, 2025

  Portfolio Update, Small Cap Discoveries

  finance, small cap, Small Cap Discoveries, stock investments, swing trading

• 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.

  Position Trader

  February 24, 2025

  Portfolio Update, Small Cap Discoveries

  AENT, CNVS, finance, flxs, lfvn, OPRT, RELL, RGS, small cap, Small Cap Discoveries, stock investments, STRW, swing trading

• 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.

  Position Trader

  January 21, 2025

  Portfolio Update, Small Cap Discoveries

  AENT, EHTH, finance, flxs, orn, Small Cap Discoveries, stock investments, swing trading

• 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.

  Position Trader

  December 23, 2024

  Portfolio Update, Small Cap Discoveries

  AENT, AOUT, CCLD, finance, flxs, lfvn, MHH, orn, RGS, Small Cap Discoveries, stock investments, swing trading, TBRG, TG

• 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.

  Position Trader

  November 18, 2024

  Portfolio Update, Small Cap Discoveries

  finance, FOA, hrtg, LEE, ppih, RAIL, Small Cap Discoveries, stock investments, swing trading

• 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.

  Position Trader

  October 21, 2024

  Portfolio Update, Small Cap Discoveries

  finance, HBB, hrtg, ILPT, RAIL, SB, Small Cap Discoveries, stock investments, swing trading, TPIC

• 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…

  Position Trader

  September 23, 2024

  Portfolio Update, Small Cap Discoveries

  AENT, CANSLIM Growth, CMTL, HBB, hrtg, INGN, Large Cap Stalwarts, Mid cap Flyers, RAIL, Small Cap Discoveries, stock investments, swing trading, vra

• 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 54% Small Cap Discoveries Portfolio Update – July 2024

  

  Small Cap Discoveries Portfolio Update – 2023-2024 outperformance continues

  Position Trader

  July 22, 2024

  Portfolio Update, Small Cap Discoveries

  AVD, CANSLIM Growth, EML, hrtg, KEQU, Large Cap Stalwarts, Mid cap Flyers, orn, RCKY, SHIP, Small Cap Discoveries, stock investments, STRW, swing trading, TTEC

• Up 48% Small Cap Discoveries Portfolio Update – June 2024

  

  Small Cap Discoveries Portfolio Update – 2023-2024 outperformance continues

  Position Trader

  June 24, 2024

  Portfolio Update, Small Cap Discoveries

  AMPY, apei, BRY, CANSLIM Growth, CMTL, flxs, FSTR, HBB, hrtg, Large Cap Stalwarts, Mid cap Flyers, MPAA, OPFI, orn, QUAD, Small Cap Discoveries, stock investments, swing trading, ULBI, usap

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

  

  Small Cap Discoveries Portfolio Update – 2023-2024 outperformance continues

  Position Trader

  May 20, 2024

  Portfolio Update, Small Cap Discoveries

  ACCO, AGRO, apei, ARKO, CANSLIM Growth, DSX, GPRK, HMST, hrtg, Large Cap Stalwarts, Mid cap Flyers, MTW, orn, Small Cap Discoveries, stock investments, swing trading, virc, WWW

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

  

  Small Cap Discoveries Portfolio Update – 2023-2024 outperformance continues

  Position Trader

  April 22, 2024

  Portfolio Update, Small Cap Discoveries

  CANSLIM Growth, hrtg, Large Cap Stalwarts, Mid cap Flyers, orn, Small Cap Discoveries, stock investments, swing trading, virc

• Small Cap Discoveries Portfolio Update – 03/15/2024 – Up over 53% for 2023-2024

  Small Cap Discoveries Portfolio Update – 2023-2024 outperformance continues

  Position Trader

  March 18, 2024

  Portfolio Update, Small Cap Discoveries

  CANSLIM Growth, derm, hcsg, Large Cap Stalwarts, Mid cap Flyers, panl, Small Cap Discoveries, stock investments, swing trading, tixt, virc

• Small Cap Discoveries Portfolio Update – 02/16/2024 – Up over 29% for 2023-2024

  Small Cap Discoveries Portfolio Update – 2023-2024 outperformance continues

  Position Trader

  February 20, 2024

  Portfolio Update, Small Cap Discoveries

  CANSLIM Growth, derm, hcsg, Large Cap Stalwarts, Mid cap Flyers, panl, Small Cap Discoveries, stock investments, swing trading, tixt, virc

• Small Cap Discoveries Portfolio Update – 01/19/2024 – Up over 26% for 2023-2024

  Model Portfolio Update – 2023 outperformance continues

  Position Trader

  January 22, 2024

  Portfolio Update, Small Cap Discoveries

  CANSLIM Growth, flxs, Large Cap Stalwarts, Mid cap Flyers, orn, panl, Small Cap Discoveries, stock investments, swing trading, tast, usap, virc, zimv

• Small Cap Discoveries Portfolio Update – 12/22/2023 – Up over 30% for 2023

  Model Portfolio Update – 2023 outperformance continues

  Position Trader

  December 26, 2023

  Portfolio Update, Small Cap Discoveries

  CANSLIM Growth, gdot, Large Cap Stalwarts, Mid cap Flyers, orn, Small Cap Discoveries, stock investments, swing trading, tast, tsq, virc, zimv

• Model Portfolio Update 11/17/2023 – Small Cap Discoveries – Up over 15% for 2023

  Model Portfolio Update – 2023 outperformance continues

  Position Trader

  November 20, 2023

  Portfolio Update, Small Cap Discoveries

  aris, CANSLIM Growth, Large Cap Stalwarts, lfvn, Mid cap Flyers, orn, Small Cap Discoveries, stock investments, swing trading, tast

• Model Portfolio Update 10/20/2023 – Small Cap Discoveries – Up over 9% for 2023 – Repost

  Model Portfolio Update – 2023 outperformance continues

  Position Trader

  October 23, 2023

  Portfolio Update, Small Cap Discoveries

  CANSLIM Growth, Large Cap Stalwarts, Mid cap Flyers, orn, Small Cap Discoveries, stock investments, swing trading, tast, tdup, zimv