Small Cap Model Portfolio - 2023 Monthly update

[chessNstocks]

The Small Cap Discoveries Model Portfolio uses mechanical methods to generate its selections.

Blog Post: Model Portfolio Update 08/18/2023 – Small Cap Discoveries – Up over 16% for 2023 – Swing Trader Trading

Model Portfolio Update 08/18/2023 – Small Cap Discoveries – Up over 16% for 2023

The Model Portfolio Small Cap Discoveries was updated this weekend. New Adds of 16 stocks were made and Removals of 17 stocks were made. All prices are as of 08/18/2023. A total of 24 stocks are in the Portfolio now.

The Portfolio continues to outpace its benchmark, IJR, by a wide margin. The Portfolio is up over 16% for the year.

The Small Cap Discoveries portfolio is made up of 20 to 30 stocks. It consists of three separate strategies used together to get a good cross section of Small and Micro Cap stocks. The criteria used is Earnings per share (EPS) and related data concerning EPS, Relative Strength, Price/Sales and Price/Book.

Add – AMCX, BELFB, BOOM, BWEN, CRMT, CTG, HRTG, LINC, LMB, LSEA, LYTS, MFIN, ORN, PKOH, SB, ULBI

Noteworthy are TAST (added 4/21/2023) and TRHC (added 3/24/2023. They are currently up 100% and 91% respectively. TRHC was removed on 8/18/23 and is now in the Closed audit trail.

Below is the current Active Portfolio.

Backtests for the Four Model Portfolios

All content on this site is for informational purposes only and does not constitute financial advice. Consult relevant financial professionals in your country of residence to get personalized advice before you make any trading or investing decisions. Disclaimer

[chessNstocks]

Model Portfolio Update 09/22/2023 – Small Cap Discoveries – Up over 14% for 2023

The Small Cap Discoveries Model Portfolio uses mechanical methods to generate its selections.

Blog Post: Model Portfolio Update 09/22/2023 – Small Cap Discoveries – Up over 14% for 2023 – Swing Trader Trading

The Model Portfolio Small Cap Discoveries was updated this weekend. New Adds of 6 stocks were made and Removals of 5 stocks were made. All prices are as of 09/22/2023. A total of 25 stocks are in the Portfolio now.

The Portfolio continues to outpace its benchmark, IJR, by a wide margin. The Portfolio is up over 14% for the year.

BackTest – The Backtest for this Portfolio outperformed the IJR benchmark in 15 out of the 19 years tested. It underperformed in years 2008, 2015, 2017 and 2019. When the Portfolio outperformed, it was usually by a wide margin. The best year was 2009 when it was up by 127%.

Add – DTC, FLWS, LFVN, SCYX, VIRC, VRA

Noteworthy are TAST (added 4/21/2023) and ORN (added 8/18/2023). They are currently up 70% and 63% respectively. TAST and ORN were both retained by the software for another month in this update.

Below is the current Active Portfolio.

Backtests for the Four Model Portfolios

All content on this site is for informational purposes only and does not constitute financial advice. Consult relevant financial professionals in your country of residence to get personalised advice before you make any trading or investing decisions. Disclaimer

[FlyingCircus]

What are the mechanical selection criteria for these stocks, and what software did they run the backtests on? This is just black box at the moment.