Tag: CCLD

• 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 78% – BI-Weekly Swings Update – 12/05/2024

  

  The BI-Weekly Swings Model Portfolio was updated with five new stocks added and five removed, maintaining 21 stocks total. Since its inception in 2023, the portfolio has risen 78%, outperforming the BSMAX benchmark by 42%. Various strategies focus on mid, small, and micro-cap stocks, showing consistent strong performance.

  Position Trader

  December 6, 2024

  BI-Weekly Swings, Portfolio Update

  ARCO, BBDC, BI-Weekly Swings, BZFD, CCLD, CWK, finance, INGN, investing, personal-finance, stock investments, stock portfolio, stock-market, stocks, swing trading, TBRG, trading, virc