Tag: Small Cap Discoveries
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April 2025 – Model Stock Portfolios Update – Final Update
The final update on the Model Portfolios reveals impressive performance through 2023-2025, with all portfolios exceeding their benchmarks. The Quant Alpha’s portfolio leads with over 122% growth, outperforming its benchmark EQAL by 106%. Notable performers include WGS (+301%) and APP (+877%). Other portfolios such as BI-Weekly Swings and Small Cap Discoveries also show strong gains…
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Up 50% – Small Cap Discoveries Portfolio Update – April 2025
The Portfolio continues to outpace its benchmark, IJR, by a wide margin. The Portfolio is up over 50% for 2023-2024 and 46% ahead of its benchmark. The Model Portfolio Small Cap Discoveries was updated this weekend. No new Adds were made and Removals of 5 stocks were made. All prices are as of 04/18/2025. A…
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March 2025 – Model Stock Portfolios Update – In the Wrap-up Phase
One month remains of a two month long wrap-up of the live update posts for the six Model Portfolios. During the next month, only Removes from the six model portfolios will be posted but no new Adds will be made. At the end of April 2025, the final monthly report will be made and no…
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Up 56% – Small Cap Discoveries Portfolio Update – March 2025
The Portfolio continues to outpace its benchmark, IJR, by a wide margin. The Portfolio is up over 56% for 2023-2024 and 44% ahead of its benchmark. The Model Portfolio Small Cap Discoveries was updated this weekend. No new Adds were made and Removals of 5 stocks were made. All prices are as of 03/21/2025. A…
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February 2025 – Model Stock Portfolios Update – Entering the Wrap-up Phase
Today marks the beginning of a two month long wrap-up of the live update posts for the six Model Portfolios. During the next two months, only Removes from the six model portfolios will be posted but no new Adds will be made. At the end of April 2025, the final monthly report will be made…
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Up 63% – Small Cap Discoveries Portfolio Update – February 2025
The Portfolio shows significant outperformance against its benchmark, IJR, with a 63% gain in 2023-2024. Recently updated, it comprises 14 stocks with six additions and removals. Historical backtesting indicates robust results, outperforming the benchmark in 15 of 19 years, highlighting effective stock selection strategies based on EPS and related metrics.
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January 2025 – Model Stock Portfolios Outperformance increases
All Model Portfolios significantly outperformed their benchmarks for the 2023-2025 period, with Quant Alpha leading at over 168%, exceeding EQAL by 143%. Active contributors included POWL (+330%), ANF (+137%), and CLS (+427%). The BI-Weekly Swings rose 73%, surpassing BSMAX by 44%, driven by APEI and RAIL. Small Cap Discoveries and CANSLIM Growth were up 72%…
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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.
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December 2024 – Model Stock Portfolios Outperformance increases
All Model Portfolios outperformed their benchmarks for 2023-2024, led by Quant Alpha’s impressive 144% return. Other portfolios also showed significant gains: BI-Weekly Swings at 68%, Small Cap Discoveries at 73%, and CANSLIM Growth at 49%. Despite a market sell-off, five portfolios improved their relative performances.
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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.
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November 2024 Summary – Outperformance increases
All Model Portfolios have exceeded their benchmarks for the 2023-2024 period, showing impressive gains. The Quant Alpha’s Portfolio leads with over 165% growth, outperforming its benchmark by 136%. Active stocks like POWL and ANF have significantly contributed to this outperformance. Other portfolios also performed well, with the BI-Weekly Swings up 77%, Small Cap Discoveries up…
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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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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 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 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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August 2024 Summary – Outperformance continues
In August 2024, stock market indexes had mixed results. All model portfolios exceeded their benchmarks, with Quant Alpha’s leading at 79%, while other portfolios also showed strong performance, beating their respective benchmarks. This information is for informational purposes only and does not constitute financial advice.
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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…
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July 2024 Summary – Outperformance continues
In the stock market this month, benchmarks showed positive results. The Model Portfolios are ahead of their benchmarks for the 2023-2024 period. Quant Alpha’s is up over 96%, outperforming its benchmark by 77%. BI-Weekly Swings and Small Cap Discoveries also outperformed their benchmarks. .
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Up 54% Small Cap Discoveries Portfolio Update – July 2024
Small Cap Discoveries Portfolio Update – 2023-2024 outperformance continues
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June 2024 Summary – Outperformance is maintained
The Month End summary for SwingTrader.Trading. Outperformance is maintained.
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