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

Remove – AOUT, APEI, CPLP, HNRG, IPI, LCUT, PANL, RMBL, RMTI, STKL, TRHC, TTSH, TUSK, UIHC, UPLD, VRA, ZIMV

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 trial.

In the four Model Portfolios, Mid Cap Flyers, Small Cap Discoveries, CANSLIM Growth and Large Cap Stalwarts, the end-of-week stats are below.

Performance 2023 to 08/18/2023

Small Cap Discoveries	+16.3%
IJR – Small Cap ETF Benchmark	+4.3%

CANSLIM Growth	+20.9%
IJR – Small Cap ETF Benchmark	+4.3%

Mid Cap Flyers	+7.3%
MDY – Mid Cap ETF Benchmark	+6.5%

Large Cap Stalwarts	-1.7%
RSP – Large Cap Benchmark	+4.3%

Backtests for the Four Model Portfolios

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