Tag: AOUT

• 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 65% – BI-Weekly Swings Update – 12/19/2024

  

  The BI-Weekly Swings Portfolio has achieved a remarkable 65% growth in 2023-2024, surpassing its benchmark BSMAX by 45%. Updated bi-weekly, it now holds 16 stocks, incorporating three distinct strategies focusing on mid, small, and micro-cap stocks. Recent adjustments included adding three stocks and removing eight. Backtesting indicates consistent historical outperformance.

  Position Trader

  December 20, 2024

  BI-Weekly Swings, Portfolio Update

  AOUT, apei, BI-Weekly Swings, finance, investing, lfvn, nfe, orn, personal-finance, stock investments, stock portfolio, stock-market, stocks, swing trading, trading, virc