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Mid Cap Portfolio - rebalanced monthly; Performance updated on: 2016-12-02

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.

Cumulative Performance

Mid-cap-performance

Portfolio Returns

Mid-cap-return

*Note: Returns for periods longer than one year are annualized.

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 4.47 1.75 -2.24 -5.01 5.97 -0.17 3.87 3.69 -0.12 -2.59 2.51
2013 4.19 -3.96 4.48 -3.05 2.84 -7.25 13.58 -6.09 13.41 3.37 8.09 0.59
2014 -6.03 4.58 0.62 -1.07 -0.73 6.05 -4.59 4.24 -5.01 6.33 2.05 7.95
2015 -5.17 10.37 4.36 -3.02 1.88 1.53 -0.5 -0.32 -6.02 1.49 11.81 -4.9
2016 -5.89 -0.45 8.93 4.04 1.52 5.28 0.27 -3.58 0.06 -0.72 10.6 -0.2

Portfolio Holdings

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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