Tag: finance
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Small caps sell off – S&P500 unchanged – Model Portfolios down a bit – Update 05/18/26
Quant Weekly – Up over 62% since June 2025 Quant 30 – Up over 64% since June 2025 Legacy – Up over 390% since April 2023 Education – Why shorting stocks is not a good idea for most investors. Quick Links – At the bottom of the Post
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USA stock market powers higher – Quant stock Portfolios up seven weeks straight – Update 05/11/26
Quant Weekly – Up over 66% since June 2025 Quant 30 – Up over 70% since June 2025 Legacy – Up over 400% since April 2023 Sterling Infrastructure (STRL) became a 13 bagger in the Legacy Portfolio this week Education – Is sell in May and go away a viable investment strategy?
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S&P500 up five weeks in a row – Quant Portfolios make another all time high – Update 05/04/26
Quant Weekly – Up over 57% since June 2025 Quant 30 – Up over 58% since June 2025 Legacy – Up over 300% since April 2023 Education – What is going on in private credit? A memo from Howard Marks 4/6/26
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S&P500 near all time highs – Quant portfolios make all time highs – Update 04/27/26
Quant Weekly – Up over 54% since June 2025 Quant 30 – Up over 55% since June 2025 Legacy – Up over 290% since April 2023 Education – What would be the impact to the US economy if the Strait of Hormuz was closed for three months?
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S&P500 rallies again – All Quant Portfolios above 50% – Update 04/20/26
Quant Weekly – Up over 50% since June 2025 Quant 30 – Up over 50% since June 2025 Legacy – Up over 280% since April 2023 Education – Position trading concepts and practical lessons
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Market rallies for 2nd week – Quant 30 and Legacy Portfolios make all time highs – – Update 04/13/26
Quant Weekly – Up over 43% since June 2025 Quant 30 – Up over 43% since June 2025 Legacy – Up over 280% since April 2023 Education – Which USA stock brokers are best when you need to buy fractional shares? Powell Industries in the Legacy Portfolio becomes a 12 bagger!
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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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