Tag: HMST
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Up 68% – BI-Weekly Swings Update – 09/25/24

The Model Portfolio BI-Weekly Swings was updated this morning. New Adds of 5 stocks were made and Removals of 5 stocks were made. All prices are as of 09/25/2024. A total of 21 stocks are in the Portfolio. The BI-Weekly Swings Portfolio is up 68% 2023-2024 and is 43% ahead of its benchmark BSMAX. The BI-Weekly…
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July 2024 Summary – Outperformance continues

In the stock market this month, benchmarks showed positive results. The Model Portfolios are ahead of their benchmarks for the 2023-2024 period. Quant Alpha’s is up over 96%, outperforming its benchmark by 77%. BI-Weekly Swings and Small Cap Discoveries also outperformed their benchmarks. .
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Small Cap Discoveries Portfolio Update – 05/17/2024 – Up over 54% for 2023-2024

Small Cap Discoveries Portfolio Update – 2023-2024 outperformance continues
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BI-Weekly Swings Portfolio Update 05/08/24 – Up 66% 2023-2024

BI-Weekly Swings Portfolio has substantial outperformance for 2023.-2024.
