Tag: WT
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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 72% – BI-Weekly Swings Update – 07/31/24

The BI-Weekly Swings Portfolio has been updated with 9 new stocks and 9 removals. It consists of 15 to 21 stocks, using three strategies to cover Mid Cap, Small Cap, and Micro Cap stocks. It outperformed its benchmarks in most years and is up 72% since 2023. Notable outperformers include VIRC and APEI.
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BI-Weekly Swings Portfolio Update 05/08/24 – Up 66% 2023-2024

BI-Weekly Swings Portfolio has substantial outperformance for 2023.-2024.
