Tag: hrtg

• Up 68% – BI-Weekly Swings Update – 08/28/24

  

  The Model Portfolio BI-Weekly Swings, updated with 9 new stocks and 9 removals, has shown 64% growth, outperforming its benchmark BSMAX by 45%. The portfolio consists of 15 to 21 stocks, utilizing three strategies and backtesting well against benchmarks. Notable outperformers include VIRC and HRTG. It is up 64% since 2023.

  Position Trader

  August 29, 2024

  BI-Weekly Swings, Portfolio Update

  BI-Weekly Swings, finance, hrtg, investing, KINS, MFA, RAIL, RPAY, stock investments, stock portfolio, stock-market, stocks, SWI, swing trading, trading, virc

• Up 56% – Small Cap Discoveries Portfolio Update – August 2024

  

  The Model Portfolio Small Cap Discoveries was updated with 9 new stocks added and 8 removed. It outperformed its benchmark, IJR, by 30% and is up over 56% for 2023-2024. The portfolio consists of 20 to 30 stocks and uses three strategies to identify positive trends in small and micro cap stocks. The Backtest for…

  Position Trader

  August 19, 2024

  Portfolio Update, Small Cap Discoveries

  ACCO, AMPY, BKTI, BZFD, CANSLIM Growth, HBB, hrtg, KINS, Large Cap Stalwarts, lfvn, Mid cap Flyers, OIS, panl, SGC, Small Cap Discoveries, stock investments, swing trading

• Up 64% – BI-Weekly Swings Update – 08/14/24

  

  The Model Portfolio BI-Weekly Swings, updated with 9 new stocks and 9 removals, has shown 64% growth, outperforming its benchmark BSMAX by 45%. The portfolio consists of 15 to 21 stocks, utilizing three strategies and backtesting well against benchmarks. Notable outperformers include VIRC and HRTG. It is up 64% since 2023.

  Position Trader

  August 15, 2024

  BI-Weekly Swings, Portfolio Update

  BI-Weekly Swings, BZFD, coty, F, finance, FSM, hrtg, INGN, investing, MAG, MD, SGC, stock investments, stock portfolio, stock-market, stocks, swing trading, trading, TZOO, virc

• 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. .

  Position Trader

  August 1, 2024

  Month end Update

  alpha, anf, BI-Weekly Swings, CANSLIM Growth, finance, HMST, hrtg, immr, investing, irm, Large Cap Stalwarts, Mid cap Flyers, oii, powl, quant, Quant Alpha’s, Small Cap Discoveries, smci, stock investments, stock portfolio, stock-market, stock-trading, swing trading, virc

• Up 54% Small Cap Discoveries Portfolio Update – July 2024

  

  Small Cap Discoveries Portfolio Update – 2023-2024 outperformance continues

  Position Trader

  July 22, 2024

  Portfolio Update, Small Cap Discoveries

  AVD, CANSLIM Growth, EML, hrtg, KEQU, Large Cap Stalwarts, Mid cap Flyers, orn, RCKY, SHIP, Small Cap Discoveries, stock investments, STRW, swing trading, TTEC

• June 2024 Summary – Outperformance is maintained

  

  The Month End summary for SwingTrader.Trading. Outperformance is maintained.

  Position Trader

  June 29, 2024

  Month end Update

  alpha, anf, BI-Weekly Swings, BRCC, CANSLIM Growth, CMRE, cswc, hrtg, Large Cap Stalwarts, Mid cap Flyers, ntap, orn, powl, quant, Quant Alpha’s, Small Cap Discoveries, smci, stock investments, stock portfolio, swing trading, virc

• Up 48% Small Cap Discoveries Portfolio Update – June 2024

  

  Small Cap Discoveries Portfolio Update – 2023-2024 outperformance continues

  Position Trader

  June 24, 2024

  Portfolio Update, Small Cap Discoveries

  AMPY, apei, BRY, CANSLIM Growth, CMTL, flxs, FSTR, HBB, hrtg, Large Cap Stalwarts, Mid cap Flyers, MPAA, OPFI, orn, QUAD, Small Cap Discoveries, stock investments, swing trading, ULBI, usap

• BI-Weekly Swings Update 06/05/24 – Up 61% 2023-2024

  

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

  Position Trader

  June 6, 2024

  BI-Weekly Swings, Portfolio Update

  apei, BI-Weekly Swings, CMPO, FSM, HBI, hrtg, immr, stock investments, stock portfolio, swing trading, trading, virc

• May 2024 Summary – Outperformance increases

  

  The Month End summary for SwingTrader.Trading. Outperformance increases.

  Position Trader

  June 1, 2024

  Month end Update

  alpha, amcx, anf, BI-Weekly Swings, CANSLIM Growth, CMRE, cswc, FSM, gps, gsl, hrtg, Large Cap Stalwarts, Mid cap Flyers, ntap, powl, ptve, quant, Quant Alpha’s, Small Cap Discoveries, smci, smtc, stock investments, stock portfolio, swing trading, virc

• BI-Weekly Swings Update 05/22/24 – Up 65% 2023-2024

  

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

  Position Trader

  May 23, 2024

  BI-Weekly Swings, Portfolio Update

  apei, BI-Weekly Swings, HNST, hrtg, IAG, intr, IONQ, KGC, PAYO, stock investments, stock portfolio, swing trading, trading, virc

• Small Cap Discoveries Portfolio Update – 05/17/2024 – Up over 54% for 2023-2024

  

  Small Cap Discoveries Portfolio Update – 2023-2024 outperformance continues

  Position Trader

  May 20, 2024

  Portfolio Update, Small Cap Discoveries

  ACCO, AGRO, apei, ARKO, CANSLIM Growth, DSX, GPRK, HMST, hrtg, Large Cap Stalwarts, Mid cap Flyers, MTW, orn, Small Cap Discoveries, stock investments, swing trading, virc, WWW

• BI-Weekly Swings Portfolio Update 05/08/24 – Up 66% 2023-2024

  

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

  Position Trader

  May 9, 2024

  BI-Weekly Swings, Portfolio Update

  ALTM, apei, BI-Weekly Swings, HMST, hrtg, stock investments, stock portfolio, swing trading, trading, TTI, virc, WT

• Month End Summary – April 2024 – Outperformance is maintained

  

  The Month End summary for SwingTrader.Trading. Outperformance takes another leg up

  Position Trader

  May 1, 2024

  Month end Update

  alpha, amal, amzn, anf, BI-Weekly Swings, CANSLIM Growth, cswc, gps, hrtg, Large Cap Stalwarts, meta, Mid cap Flyers, nssc, powl, ptve, quant, Quant Alpha’s, Small Cap Discoveries, smci, smtc, stock investments, stock portfolio, swing trading, virc

• BI-Weekly Swings Portfolio Update 04/24/24 – Up 63% 2023-2024

  

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

  Position Trader

  April 25, 2024

  BI-Weekly Swings, Portfolio Update

  BI-Weekly Swings, hrtg, stock investments, stock portfolio, swing trading, trading, virc

• Small Cap Discoveries Portfolio Update – 04/19/2024 – Up over 48% for 2023-2024

  

  Small Cap Discoveries Portfolio Update – 2023-2024 outperformance continues

  Position Trader

  April 22, 2024

  Portfolio Update, Small Cap Discoveries

  CANSLIM Growth, hrtg, Large Cap Stalwarts, Mid cap Flyers, orn, Small Cap Discoveries, stock investments, swing trading, virc

• Month End Summary – March 2024 – Outperformance continues to surge

  

  The Month End summary for SwingTrader.Trading. Outperformance takes another leg up

  Position Trader

  April 1, 2024

  Month end Update

  alpha, amal, amzn, anf, BI-Weekly Swings, CANSLIM Growth, gps, hrtg, Large Cap Stalwarts, meta, Mid cap Flyers, nssc, powl, ptve, quant, Quant Alpha’s, root, Small Cap Discoveries, smci, stock investments, stock portfolio, swing trading, virc

• BI-Weekly Swings Portfolio Update 03/27/24 – Up 70% 2023-2024

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

  Position Trader

  March 28, 2024

  BI-Weekly Swings, Portfolio Update

  amal, BI-Weekly Swings, CANSLIM Growth, desp, hrtg, lac, notv, ptlo, stock investments, stock portfolio, swing trading, virc

• Month End Summary – January 2024- Outperformance powers higher

  

  The Month End summary for SwingTrader.Trading. Outperformance powers higher.

  Position Trader

  January 31, 2024

  Month end Update

  alpha, amal, anf, BI-Weekly Swings, CANSLIM Growth, chwy, cls, dva, gps, hrtg, Large Cap Stalwarts, Mid cap Flyers, nssc, panl, podd, powl, ptve, quant, Quant Alpha’s, rcl, Small Cap Discoveries, smci, stock investments, stock portfolio, swing trading, tbla, virc, wrb

• 2023 Year End Summary – Outperformance Across the Board

  

  The Month End summary for SwingTrader.Trading. Outperformance Increases.

  Position Trader

  December 31, 2023

  Year end Update

  alpha, amal, anf, BI-Weekly Swings, CANSLIM Growth, chwy, cls, dva, gps, hrtg, Large Cap Stalwarts, Mid cap Flyers, nssc, podd, powl, ptve, quant, Quant Alpha’s, rcl, Small Cap Discoveries, smci, stock investments, stock portfolio, swing trading, tast, virc, WLDN

• Portfolio Update 12/04/2023 – BI-Weekly Swings – Up 39% year to date

  BI-Weekly Swings Portfolio has substantial outperformance for 2023.

  Position Trader

  December 5, 2023

  BI-Weekly Swings, Portfolio Update

  agi, amal, BI-Weekly Swings, CANSLIM Growth, gtes, hrtg, nssc, silv, stock investments, stock portfolio, swing trading