Mid Cap Portfolio

The Mid Cap portfolio is comprised of mechanically generated, high-quality stocks designed to outperform the S&P 400 on a total return basis while minimizing volatility.

The portfolio is re-balanced monthly and is equally weighted across all major sectors.

A total of 11 stocks are held in the Mid Cap portfolio at any given time. Please note that only companies classified as a Strong Buy in our Rating System will be considered for investment.

Mid Cap Portfolio History

Consult the Mid Cap portfolio history to check all trades since inception.

Portfolio Holdings

Company Name Ticker Buy Date Buy Price Profit / Loss
Aircastle Limited AYR 2011-03-01 11.3 26.46%
Movado Group, Inc MOV 2011-07-05 17.52 8.16%
Parker Drilling Company PKD 2011-10-03 3.92 67.86%
Amkor Technology, Inc. AMKR 2011-10-03 4.27 42.15%
Universal Truckload Services, UACL 2011-12-05 15.25 23.08%
L.B. Foster Company FSTR 2012-01-03 28.91 8.34%
Apogee Enterprises, Inc. APOG 2012-01-03 12.47 19.09%
Advance America, Cash Advance AEA 2012-01-03 9.18 -6.75%
RTI Biologics Inc. RTIX 2012-01-03 4.13 -2.18%
California Water Service Group CWT 2012-01-03 18.08 3.87%
Calavo Growers, Inc. CVGW 2012-02-01 27.23 2.68%

Portfolio Returns

Mid-cap-return

Cumulative Performance

Mid-cap-performance

Monthly Portfolio Returns (%)

Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2006 - - - - - - -2.23 1.28 -0.06 6.49 1.46 2.97
2007 2.71 -1.72 4.25 3.1 4.13 -2.32 -4.5 2.6 0.99 8.67 -3.86 -0.77
2008 -5.87 -4.46 -2.7 -1.74 5.22 -6.86 5.59 0.56 -7.68 -13.33 -8.81 1.23
2009 -7.35 -14.97 4.65 16.61 2.09 1.34 2.46 -1.96 11.59 -3.19 5.57 9.62
2010 -2.56 2.23 5.07 3.63 -6.14 -8.62 8.33 -12.06 9.53 3.61 4.94 5.07
2011 -1.01 6.17 6.65 5.27 -1.63 1.54 -2.08 -5.19 -14.34 19.65 0.91 6.66
2012 1.54 5.55 - - - - - - - - - -

See More Market-Beating Model Stock Portfolios

*Notes:
Prior to June 2007, the portfolio was re-balanced quarterly – and not monthly – and could hold up to 34 Small Cap stocks.

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Disclaimer

Please note that all recommendations are based on our model's results and do not represent our personal opinion. The stock Rating process is purely mechanical.

All analysis relies on publicly available financial information. Learn More

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