Tag: orn

• Up 68% – Small Cap Discoveries Portfolio Update – January 2025

  

  The Small Cap Discoveries Portfolio has significantly outperformed its benchmark, IJR, with a 68% increase for 2023-2024, surpassing the benchmark by 45%. The portfolio comprises 14 stocks, incorporating various strategies to identify positive trends. Recent updates include adding one stock and removing three, with notable past performance in 2009.

  Position Trader

  January 21, 2025

  Portfolio Update, Small Cap Discoveries

  AENT, EHTH, finance, flxs, orn, Small Cap Discoveries, stock investments, swing trading

• Up 67% – Small Cap Discoveries Portfolio Update – December 2024

  

  The Small Cap Discoveries Portfolio has significantly outperformed its benchmark, the IJR, with a 67% increase since early 2023, 45% ahead of the benchmark. Recent updates included the addition of seven stocks and the removal of five, bringing the total to 16 stocks. Backtesting shows consistent outperformance across most years.

  Position Trader

  December 23, 2024

  Portfolio Update, Small Cap Discoveries

  AENT, AOUT, CCLD, finance, flxs, lfvn, MHH, orn, RGS, Small Cap Discoveries, stock investments, swing trading, TBRG, TG

• Up 65% – BI-Weekly Swings Update – 12/19/2024

  

  The BI-Weekly Swings Portfolio has achieved a remarkable 65% growth in 2023-2024, surpassing its benchmark BSMAX by 45%. Updated bi-weekly, it now holds 16 stocks, incorporating three distinct strategies focusing on mid, small, and micro-cap stocks. Recent adjustments included adding three stocks and removing eight. Backtesting indicates consistent historical outperformance.

  Position Trader

  December 20, 2024

  BI-Weekly Swings, Portfolio Update

  AOUT, apei, BI-Weekly Swings, finance, investing, lfvn, nfe, orn, personal-finance, stock investments, stock portfolio, stock-market, stocks, swing trading, 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

• 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

• 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

• Small Cap Discoveries Portfolio Update – 01/19/2024 – Up over 26% for 2023-2024

  Model Portfolio Update – 2023 outperformance continues

  Position Trader

  January 22, 2024

  Portfolio Update, Small Cap Discoveries

  CANSLIM Growth, flxs, Large Cap Stalwarts, Mid cap Flyers, orn, panl, Small Cap Discoveries, stock investments, swing trading, tast, usap, virc, zimv

• Small Cap Discoveries Portfolio Update – 12/22/2023 – Up over 30% for 2023

  Model Portfolio Update – 2023 outperformance continues

  Position Trader

  December 26, 2023

  Portfolio Update, Small Cap Discoveries

  CANSLIM Growth, gdot, Large Cap Stalwarts, Mid cap Flyers, orn, Small Cap Discoveries, stock investments, swing trading, tast, tsq, virc, zimv

• Month End Summary November, 2023 – Outperformance Increases

  

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

  Position Trader

  December 1, 2023

  Month end Update

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

• Model Portfolio Update 11/17/2023 – Small Cap Discoveries – Up over 15% for 2023

  Model Portfolio Update – 2023 outperformance continues

  Position Trader

  November 20, 2023

  Portfolio Update, Small Cap Discoveries

  aris, CANSLIM Growth, Large Cap Stalwarts, lfvn, Mid cap Flyers, orn, Small Cap Discoveries, stock investments, swing trading, tast

• Month End Summary October, 2023 – Outperformance continues

  

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

  Position Trader

  November 1, 2023

  Month end Update

  alpha, BI-Weekly Swings, CANSLIM Growth, cls, Large Cap Stalwarts, Mid cap Flyers, orn, quant, Quant Alpha’s, Small Cap Discoveries, stock investments, stock portfolio, swing trading, tast, WLDN

• Model Portfolio Update 10/20/2023 – Small Cap Discoveries – Up over 9% for 2023 – Repost

  Model Portfolio Update – 2023 outperformance continues

  Position Trader

  October 23, 2023

  Portfolio Update, Small Cap Discoveries

  CANSLIM Growth, Large Cap Stalwarts, Mid cap Flyers, orn, Small Cap Discoveries, stock investments, swing trading, tast, tdup, zimv

• Model Portfolio Update 09/22/2023 – Small Cap Discoveries – Up over 14% for 2023

  Model Portfolio Update 09/22/23 – Small Cap Discoveries – Up over 14% for 2023.

  Position Trader

  September 25, 2023

  Portfolio Update

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

• Week End Summary 09/09/2023 – SwingTrader.Trading – Outperformance continues

  The Week of 09/09/2023 summary. Swing Trader Trading outperformance continues.

  Position Trader

  September 9, 2023

  Week end update

  CANSLIM Growth, Large Cap Stalwarts, Mid cap Flyers, orn, outperforms, Small Cap Discoveries, stock model portfolio, swing trading, tast, WLDN

• Month End Summary August, 2023 – Outperformance continues

  

  The Month of August, 2023 summary for SwingTrader.Trading. Outperformance continues.

  Position Trader

  September 1, 2023

  Month end Update

  alpha, BI-Weekly Swings, bzh, CANSLIM Growth, cls, Large Cap Stalwarts, Mid cap Flyers, noa, orn, quant, Quant Alpha’s, Small Cap Discoveries, stock investments, stock portfolio, swing trading, tast, WLDN