Tag: TG

• 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 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.

  Position Trader

  November 8, 2024

  BI-Weekly Swings, Portfolio Update

  BBDC, bgc, BI-Weekly Swings, BZFD, finance, investing, PAGS, personal-finance, RAIL, rwt, stock investments, stock portfolio, stock-market, stocks, swing trading, TG, trading, virc