Tag: panl

• Up 56% – Small Cap Discoveries Portfolio Update – August 2024

  

  The Model Portfolio Small Cap Discoveries was updated with 9 new stocks added and 8 removed. It outperformed its benchmark, IJR, by 30% and is up over 56% for 2023-2024. The portfolio consists of 20 to 30 stocks and uses three strategies to identify positive trends in small and micro cap stocks. The Backtest for…

  Position Trader

  August 19, 2024

  Portfolio Update, Small Cap Discoveries

  ACCO, AMPY, BKTI, BZFD, CANSLIM Growth, HBB, hrtg, KINS, Large Cap Stalwarts, lfvn, Mid cap Flyers, OIS, panl, SGC, Small Cap Discoveries, stock investments, swing trading

• Small Cap Discoveries Portfolio Update – 03/15/2024 – Up over 53% for 2023-2024

  Small Cap Discoveries Portfolio Update – 2023-2024 outperformance continues

  Position Trader

  March 18, 2024

  Portfolio Update, Small Cap Discoveries

  CANSLIM Growth, derm, hcsg, Large Cap Stalwarts, Mid cap Flyers, panl, Small Cap Discoveries, stock investments, swing trading, tixt, virc

• Small Cap Discoveries Portfolio Update – 02/16/2024 – Up over 29% for 2023-2024

  Small Cap Discoveries Portfolio Update – 2023-2024 outperformance continues

  Position Trader

  February 20, 2024

  Portfolio Update, Small Cap Discoveries

  CANSLIM Growth, derm, hcsg, Large Cap Stalwarts, Mid cap Flyers, panl, Small Cap Discoveries, stock investments, swing trading, tixt, virc

• Month End Summary – January 2024- Outperformance powers higher

  

  The Month End summary for SwingTrader.Trading. Outperformance powers higher.

  Position Trader

  January 31, 2024

  Month end Update

  alpha, amal, anf, BI-Weekly Swings, CANSLIM Growth, chwy, cls, dva, gps, hrtg, Large Cap Stalwarts, Mid cap Flyers, nssc, panl, podd, powl, ptve, quant, Quant Alpha’s, rcl, Small Cap Discoveries, smci, stock investments, stock portfolio, swing trading, tbla, virc, wrb

• 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