Tag: IAG
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Up 51% – Mid Cap Flyers Portfolio Changes – December 2024

The Mid Cap Flyers Model Portfolio saw a 51% increase and is 16% ahead of its benchmark since the November update. With a recent adjustment of 9 stocks added and removed, it now holds 20 stocks based on mid-cap criteria and EPS trends. Historical performance indicates consistent outperformance against benchmarks.
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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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August 2024 Summary – Outperformance continues

In August 2024, stock market indexes had mixed results. All model portfolios exceeded their benchmarks, with Quant Alpha’s leading at 79%, while other portfolios also showed strong performance, beating their respective benchmarks. This information is for informational purposes only and does not constitute financial advice.
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Up 74% – BI-Weekly Swings Update – 07/17/24

BI-Weekly Swings Portfolio has substantial outperformance for 2023.-2024.
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Up 22% – Mid Cap Flyers Portfolio Changes – 07/05/2024

Mid Cap Flyers Monthly Update – ahead of its benchmark.
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Mid Cap Flyers Portfolio Changes 06/07/2024

Mid Cap Flyers Monthly Update – now ahead of its benchmark.
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BI-Weekly Swings Update 05/22/24 – Up 65% 2023-2024

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