Tag: flxs
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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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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 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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December 2024 – Model Stock Portfolios Outperformance increases
All Model Portfolios outperformed their benchmarks for 2023-2024, led by Quant Alpha’s impressive 144% return. Other portfolios also showed significant gains: BI-Weekly Swings at 68%, Small Cap Discoveries at 73%, and CANSLIM Growth at 49%. Despite a market sell-off, five portfolios improved their relative performances.
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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.
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November 2024 Summary – Outperformance increases
All Model Portfolios have exceeded their benchmarks for the 2023-2024 period, showing impressive gains. The Quant Alpha’s Portfolio leads with over 165% growth, outperforming its benchmark by 136%. Active stocks like POWL and ANF have significantly contributed to this outperformance. Other portfolios also performed well, with the BI-Weekly Swings up 77%, Small Cap Discoveries up…
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October 2024 Summary – Outperformance increases
All Model Portfolios are ahead of their respective benchmarks for the 2023-2024 period. The Quant Alpha’s is now up over 113% for 2023-2024 and continues to destroy its benchmark EQAL by 93%. This is a substantial increase in outperformance since last month. Active outperformers POWL, ANF , APP and CLS account for some of this…
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Up 71% – BI-Weekly Swings Update – 10/24/2024
The Model Portfolio BI-Weekly Swings was updated with five new stock additions and five removals, totaling 21 stocks. It has achieved a 71% return for 2023-2024, outperforming the BSMAX benchmark by 45%. Various strategies incorporating EPS and ROE are employed, with notable past performance across multiple years.
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Up 72% – BI-Weekly Swings Update – 07/31/24
The BI-Weekly Swings Portfolio has been updated with 9 new stocks and 9 removals. It consists of 15 to 21 stocks, using three strategies to cover Mid Cap, Small Cap, and Micro Cap stocks. It outperformed its benchmarks in most years and is up 72% since 2023. Notable outperformers include VIRC and APEI.
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Up 48% Small Cap Discoveries Portfolio Update – June 2024
Small Cap Discoveries Portfolio Update – 2023-2024 outperformance continues
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Small Cap Discoveries Portfolio Update – 01/19/2024 – Up over 26% for 2023-2024
Model Portfolio Update – 2023 outperformance continues
Position Trader 