Tag: EHTH

• 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 72% – BI-Weekly Swings Update – 01/16/2025

  

  The BI-Weekly Swings Portfolio has risen 72% from 2023-2025, outperforming its benchmark BSMAX by 45%. It includes 18 stocks, with recent additions of 4 and removals of 3. The Portfolio implements three strategies focusing on earnings trends and has outperformed historical benchmarks in most tested years, with 2016 as its best year.

  Position Trader

  January 17, 2025

  BI-Weekly Swings, Portfolio Update

  apei, ATEN, bgc, BI-Weekly Swings, EHTH, finance, investing, KEQU, nfe, personal-finance, stock investments, stock portfolio, stock-market, stocks, swing trading, trading