Tag: ntap
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Up 43% – Large Cap Stalwarts Update – January 2025
The Large Cap Stalwarts Model Portfolio has outperformed its RSP benchmark by 22%, achieving a 43% gain since its 2023 launch. Recent updates included the addition of 7 stocks and removal of 8, bringing the total to 18. Historical backtests show consistent outperformance in most years, with significant gains achieved.
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Up 46% – Large Cap Stalwarts Update – December 2024
The Model Portfolio Large Cap Stalwarts has outperformed its RSP benchmark by 19%, with a 46% increase since its inception in 2023. Recent updates included the addition of five stocks and removal of six. The portfolio generally outperformed the RSP in 12 out of 19 backtested years, with notable successes.
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Up 39% – Large Cap Stalwarts Update – October 2024
The Model Portfolio Large Cap Stalwarts received updates this weekend, with six new stocks added (CCL, CF, EXPE, IP, NTAP, PODD) and four removed (CHRW, HWM, STX, UHS), totaling 17 stocks. As of 10/15/2024, the portfolio has risen 39% since its 2023 inception, outperforming the S&P 500 Equal Weight ETF benchmark by 13%. Backtests show…
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June 2024 Summary – Outperformance is maintained
The Month End summary for SwingTrader.Trading. Outperformance is maintained.
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May 2024 Summary – Outperformance increases
The Month End summary for SwingTrader.Trading. Outperformance increases.
Position Trader 