Tag: finance
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April 2025 – Model Stock Portfolios Update – Final Update
The final update on the Model Portfolios reveals impressive performance through 2023-2025, with all portfolios exceeding their benchmarks. The Quant Alpha’s portfolio leads with over 122% growth, outperforming its benchmark EQAL by 106%. Notable performers include WGS (+301%) and APP (+877%). Other portfolios such as BI-Weekly Swings and Small Cap Discoveries also show strong gains…
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Up 63% – BI-Weekly Swings Update – 04/23/2025
The BI-Weekly Swings Portfolio is up 63% 2023-2025 and is 52% ahead of its benchmark BSMAX. The Model Portfolio BI-Weekly Swings was updated this morning. No new Adds were made and a Removal of 1 stock was made. All prices are as of 04/23/2025. A total of 1 stock is in the Portfolio. Add –…
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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 29% – Large Cap Stalwarts Update – April 2025
The Model Portfolio Large Cap Stalwarts continues its outperformance over its benchmark RSP ( S&P 500 Equal Weight ETF). It is now up 29% since it went live in 2023. This is 14% ahead of its benchmark RSP. The Model Portfolio Large Cap Stalwarts was updated this weekend. No new Adds were made and Removals of 12…
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Up 63% – BI-Weekly Swings Update – 04/10/2025
The BI-Weekly Swings Portfolio is up 63% 2023-2025 and is 53% ahead of its benchmark BSMAX. The Model Portfolio BI-Weekly Swings was updated this morning. No new Adds were made and Removals of 4 stocks were made. All prices are as of 04/10/2025. A total of 2 stocks are in the Portfolio. Add – New…
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March 2025 – Model Stock Portfolios Update – In the Wrap-up Phase
One month remains of a two month long wrap-up of the live update posts for the six Model Portfolios. During the next month, only Removes from the six model portfolios will be posted but no new Adds will be made. At the end of April 2025, the final monthly report will be made and no…
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Up 67% – BI-Weekly Swings Update – 03/28/2025
The BI-Weekly Swings Portfolio is up 67% 2023-2025 and is 47% ahead of its benchmark BSMAX. The Model Portfolio BI-Weekly Swings was updated this morning. No new Adds were made and Removals of 2 stocks were made. All prices are as of 03/28/2025. A total of 6 stocks are in the Portfolio. Add – New…
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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 32% – Large Cap Stalwarts Update – March 2025
The Model Portfolio Large Cap Stalwarts continues its outperformance over its benchmark RSP ( S&P 500 Equal Weight ETF). It is now up 32% since it went live in 2023. This is 11% ahead of its benchmark RSP. The Model Portfolio Large Cap Stalwarts was updated this weekend. No new Adds were made and Removals of 4…
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Up 66% – BI-Weekly Swings Update – 03/14/2025
The BI-Weekly Swings Portfolio is up 66% 2023-2025 and is 48% ahead of its benchmark BSMAX. The Model Portfolio BI-Weekly Swings was updated this morning. No new Adds were made and Removals of 7 stocks were made. All prices are as of 03/14/2025. A total of 8 stocks are in the Portfolio. Add – New…
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February 2025 – Model Stock Portfolios Update – Entering the Wrap-up Phase
Today marks the beginning of a two month long wrap-up of the live update posts for the six Model Portfolios. During the next two months, only Removes from the six model portfolios will be posted but no new Adds will be made. At the end of April 2025, the final monthly report will be made…
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Up 70% – BI-Weekly Swings Update – 02/27/2025
The BI-Weekly Swings Portfolio is up 70% 2023-2025 and is 48% ahead of its benchmark BSMAX. The Model Portfolio BI-Weekly Swings was updated this morning. New Adds of 4 stocks were made and Removals of 4 stocks were made. All prices are as of 02/27/2025. A total of 15 stocks are in the Portfolio. The BI-Weekly…
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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 46% – Large Cap Stalwarts Update – February 2025
The Model Portfolio Large Cap Stalwarts has surpassed its benchmark, the RSP, by 20% with a 46% increase since launch in 2023. Recently updated, it now includes 17 stocks after adding 9 and removing 10. Historically, it outperformed the RSP in 12 of the past 19 years tested.
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Up 76% – BI-Weekly Swings Update – 02/13/2025
The BI-Weekly Swings Portfolio has grown 76% from 2023 to 2025, outperforming its benchmark BSMAX by 48%. Comprising 15 stocks, it employs three strategies focused on Mid Cap, Small Cap, and Micro Cap investing. Recent updates included adding two stocks and removing four, reflecting its dynamic management approach.
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January 2025 – Model Stock Portfolios Outperformance increases
All Model Portfolios significantly outperformed their benchmarks for the 2023-2025 period, with Quant Alpha leading at over 168%, exceeding EQAL by 143%. Active contributors included POWL (+330%), ANF (+137%), and CLS (+427%). The BI-Weekly Swings rose 73%, surpassing BSMAX by 44%, driven by APEI and RAIL. Small Cap Discoveries and CANSLIM Growth were up 72%…
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Up 74% – BI-Weekly Swings Update – 01/30/2025
The BI-Weekly Swings Portfolio has achieved a 74% gain from 2023 to 2025, outperforming its benchmark BSMAX by 45%. It includes 17 stocks with bi-weekly updates, utilizing strategies centered on earnings metrics. Notably, it outperformed benchmarks in 15 of 19 years tested, with the best year being 2016 at an 86% increase.
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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 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.
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Up 43% – Large Cap Stalwarts Update – January 2025
The Large Cap Stalwarts Model Portfolio has outperformed its RSP benchmark by 22%, achieving a 43% gain since its 2023 launch. Recent updates included the addition of 7 stocks and removal of 8, bringing the total to 18. Historical backtests show consistent outperformance in most years, with significant gains achieved.
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