Up 22 Mid Cap stock Portfolio July 2024 update

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Up 22% - Mid Cap stock Portfolio July 2024 update • In this video, I'm happy to share the performance of my Mid Cap Flyers portfolio and the latest updates for July 2024. This dynamic portfolio comprises a diverse mix of mostly mid-cap stocks, carefully selected to capitalize on market opportunities. • Updated once a month, this portfolio reflects my commitment to staying agile and responsive to market movements. • Stocks added this update: $AGRO,$ALHC,$BRCC,$DNOW,$HAFN,$OSCR,$PBI • Youtube channel: @SwingTraderTrading • Website link: https://swingtrader.trading/ • #swingtrading #swingtrader #investing #stockmarket #stockport #stocks #ModelPortfolio • #fyp #foryou #foryoupage #midcap • Timestamps: • 00:00 - Introduction • 00:06 - Live Scorecard • 00:44 - Mid Cap Flyers Model Portfolio details • 01:05 - New Adds to the Portfolio overview • 01:36 - Retain positions in the Portfolio overview • 01:52 - Blog Post overview • 03:05 - Criteria for stock selection • 03:23 - Subscribe to my web site • 03:33 - Wrap Up • Mid Cap Flyers Model Portfolio overview: • The Model Portfolio is made up of 18 to 21 stocks. The criteria used is that firstly, the stocks are in the Mid Cap universe of stocks. This is defined as having a Market Capitalization between $1 Billion and $12 Billion. The vast majority of the stocks selected should be in that range. Secondly, Earnings per share (EPS) and related data concerning EPS to identify positive trends such as upside, surprises, magnitude, and consensus metrics is used. • The monthly turnover will be around 65 to 70% of the stocks being replaced each month. All stocks will be added equal weight. • The MDY ETF (SPDR S P MIDCAP 400 ETF Trust) has been chosen to be the benchmark to compare the results of this Model Portfolio to. • These type of stocks have excellent liquidity. Minimum Liquidity constraints have been included in the criteria for selection from the software package to only pass thru investable stocks. • BackTest – The Backtest for this Portfolio outperformed the MDY benchmark in 15 out of the 19 years tested. It underperformed in years 2014 and 2019. It was largely even with the benchmark in 2008 and 2015. When the Portfolio outperformed, it was usually by a significant margin. The best year was 2005 when it was up by 46%. • Website Overview: • I have four Monthly Model Portfolios that I am managing for this website. Small Cap Discoveries, Mid Cap Flyers, CANSLIM Growth and Large Cap Stalwarts. I also have a BI-Weekly Model Portfolio called BI-Weekly Swings and a longer term Model Portfolio called Quant Alpha’s. I am following the software generated buy and sell signals for each without picking or choosing picks. • The four Monthly Model Portfolios and the BI-Weekly Swings Model Portfolio will, at their core, reflect fundamental data. As the earnings season progresses, one can expect that the picks will change to reflect the new data in the database. The criteria used is Earnings per share (EPS) and related data concerning EPS, Relative Strength, Price/Sales, change in Sales. Price/Book. and Return on Equity(ROE). • Each Portfolio update is generated by a screener that I have customized to give the picks. Each screener has had its selections over time backtested to verify the screener is providing Alpha. • Disclaimer: 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.

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