Tag: RAIL
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Up 76% – BI-Weekly Swings Update – 02/13/2025
The BI-Weekly Swings Portfolio has grown 76% from 2023 to 2025, outperforming its benchmark BSMAX by 48%. Comprising 15 stocks, it employs three strategies focused on Mid Cap, Small Cap, and Micro Cap investing. Recent updates included adding two stocks and removing four, reflecting its dynamic management approach.
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Up 72% – BI-Weekly Swings Update – 11/21/2024
The Model Portfolio BI-Weekly Swings, updated on 11/21/2024, added and removed six stocks, maintaining a total of 21. It has achieved a remarkable 72% increase from 2023-2024, outperforming the BSMAX benchmark by 39%. The portfolio uses a blend of strategies focused on various stock caps and key financial metrics.
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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.
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Up 76% – BI-Weekly Swings Update – 11/07/2024
The Model Portfolio BI-Weekly Swings updated on 11/07/2024, adding and removing six stocks, now comprising 21 in total. It boasts a 76% gain since 2023, outperforming its benchmark BSMAX by 44%. The portfolio employs three strategies focusing on EPS and ROE metrics for stock selection and has historically excelled in backtests.
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October 2024 Summary – Outperformance increases
All Model Portfolios are ahead of their respective benchmarks for the 2023-2024 period. The Quant Alpha’s is now up over 113% for 2023-2024 and continues to destroy its benchmark EQAL by 93%. This is a substantial increase in outperformance since last month. Active outperformers POWL, ANF , APP and CLS account for some of this…
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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.
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Up 59% – Small Cap Discoveries Portfolio Update – October 2024
The Small Cap Discoveries Model Portfolio was updated with three new stock additions and removals, totaling 21 stocks. The portfolio has significantly outperformed the IJR benchmark with a 59% gain for 2023-2024. Notable stocks include HRTG and HBB, which rose 90% and 82%, respectively.
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Up 68% – BI-Weekly Swings Update – 10/11/2024
The Model Portfolio BI-Weekly Swings was updated on 10/11/2024, adding and removing five stocks, resulting in a total of 21 stocks. The portfolio has recorded a 68% increase since 2023, outperforming its benchmark BSMAX by 42%. It employs three strategies focusing on Mid Cap, Small Cap, and Micro Cap stocks, utilizing criteria like EPS and…
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Up 60% – Small Cap Discoveries Portfolio Update – September 2024
The Model Portfolio Small Cap Discoveries was updated this weekend. New Adds of 5 stocks were made and Removals of 4 stocks were made. All prices are as of 09/20/2024. A total of 21 stocks are in the Portfolio now. The Portfolio continues to outpace its benchmark, IJR, by a wide margin. The Portfolio is…
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Up 68% – BI-Weekly Swings Update – 08/28/24
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.
Position Trader 