Tag: MD
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Up 42% – Mid Cap Flyers Portfolio Changes – February 2025

The Mid Cap Flyers Model Portfolio has risen 42%, exceeding its benchmark, MDY, by 13%. Recently, 10 stocks were added and removed, now totaling 20. The portfolio primarily targets mid-cap stocks with market capitalizations between $1 billion and $12 billion. Backtests show strong historical performance, outperforming in 15 of 19 years.
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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.
