Tag: swing trading
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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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Up 32% – Mid Cap Flyers Portfolio Changes – October 2024
The Mid Cap Flyers Model Portfolio has undergone updates, with 12 new stocks added and 11 removed, totaling 21 stocks as of 10/14/2024. The portfolio shows a 32% increase since its inception in early 2023. It includes stocks from the Mid Cap universe, which have market capitalizations between $1 billion and $12 billion, focusing on…
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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 111% – Quant Alpha’s Portfolio Update 10/10/2024
The Model Portfolio Quant Alpha’s was updated on 10/10/2024, adding Carnival Corporation (CCL) and removing Core & Main (CNM), with a total of 25 stocks now included. The portfolio focuses on Quant scores, avoiding subjective criteria and eliminating micro-cap stocks, airlines, crypto, biotech, and mega caps. Performance is strong, with a 111% increase since its…
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Up 41% – CANSLIM Growth Portfolio Update 09/27/2024
The CANSLIM Growth Model Portfolio was updated this weekend. New Adds of 2 stocks were made and Removals of 3 stocks were made. All prices are as of 09/27/2024. A total of 17 stocks are in the Portfolio. The CANSLIM Growth Model Portfolio is up over 41% in 2023-2024 and is 15% ahead of its…
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Up 68% – BI-Weekly Swings Update – 09/25/24
The Model Portfolio BI-Weekly Swings was updated this morning. New Adds of 5 stocks were made and Removals of 5 stocks were made. All prices are as of 09/25/2024. A total of 21 stocks are in the Portfolio. The BI-Weekly Swings Portfolio is up 68% 2023-2024 and is 43% ahead of its benchmark BSMAX. The BI-Weekly…
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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 85% – Quant Alpha’s Portfolio Update 09/18/2024
The Model Portfolio Quant Alpha was updated with the addition of Rush Street Interactive and the removals of Pactiv Evergreen and Caterpillar, now totaling 25 stocks. The portfolio, using Quant scores for stock selection, has outperformed its benchmark, EQAL, with an 85% increase for 2023-2024. Notable performers include Super Micro, POWL, and ANF. The strategy…
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Up 32% – Large Cap Stalwarts Update – September 2024
The Model Portfolio Large Cap Stalwarts updated, adding 6 stocks and removing 5. With a total of 15 stocks and outperformance over the RSP benchmark, it’s up 32% since 2023. The backtest outperformed the benchmark in 12 out of 19 years. For more details, refer to the live scorecard and consult financial professionals before making…
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Up 66% – BI-Weekly Swings Update – 09/11/24
The BI-Weekly Swings Portfolio was updated with 8 new stocks and 8 removals, bringing the total to 21 stocks. It has outperformed its benchmark BSMAX by 45%, totaling a 66% increase from 2023-2024. The portfolio is comprised of 3 strategies and has shown consistent outperformance in backtests, notably in 2016.
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Think and Grow Rich
“Think and Grow Rich” by Napoleon Hill is a self-help book outlining principles for success. It highlights the importance of desire, faith, specialized knowledge, imagination, decision making, and persistence. Emphasizing the role of subconscious mind and sixth sense, the book provides practical strategies for personal growth and fulfillment.
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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 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.
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Up 44% – CANSLIM Growth Portfolio Update 08/23/2024
The CANSLIM Growth Model Portfolio was updated with 6 new stock additions and 7 removals, totaling 18 stocks. It has outperformed its benchmark by 18% and has recorded significant backtest outperformance. The portfolio follows the CANSLIM approach, focusing on EPS, Return on Equity, and Sales Increase. Notable active transactions and impressive performance details are also…
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Up 89% – Quant Alpha’s Portfolio Update 08/21/2024
The Model Portfolio Quant Alpha’s was updated this morning with a new stock added and a stock removed. The portfolio now holds 26 stocks, using Quant scores for selection. It has outperformed the EQAL benchmark, achieving an 89% increase and beating the benchmark by 70% for 2023-2024.
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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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Up 64% – BI-Weekly Swings Update – 08/14/24
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.
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Up 25% – Large Cap Stalwarts Update – August 2024
Model Portfolio Update – Large Cap Stalwarts – Outperformance Continues
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Up 61% – Quant Alpha’s Portfolio Update 08/07/2024
The updated Model Portfolio Quant Alpha’s includes 26 stocks based on Quant scores and specific criteria. It does not include micro-cap stocks, emphasizes high liquidity, and limits stocks to USA/Canada headquarters. The portfolio outperformed the EQAL benchmark by 39%, with standout performers such as SMCI, POWL, and ANF. Notable recent addition: WGS (GeneDx Holdings).
Position Trader 