Tag: LEE

• Up 58% – Small Cap Discoveries Portfolio Update – November 2024

  

  The Model Portfolio Small Cap Discoveries was updated to include three new stocks while removing ten, resulting in a total of 14 stocks. The Portfolio outperformed its benchmark IJR significantly, with a 58% increase for 2023-2024. Notable transactions included HRTG, which was removed after a 121% gain.

  Position Trader

  November 18, 2024

  Portfolio Update, Small Cap Discoveries

  finance, FOA, hrtg, LEE, ppih, RAIL, Small Cap Discoveries, stock investments, swing trading

• 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.

  Position Trader

  October 25, 2024

  BI-Weekly Swings, Portfolio Update

  ADT, BI-Weekly Swings, finance, flxs, investing, LEE, personal-finance, RAIL, RGS, stock investments, stock portfolio, stock-market, stocks, swing trading, trading, TRIN, virc