High-Growth SMID Portfolio
A separate small and mid-cap growth model built around the highest-hit-rate confluence: earnings acceleration, margin inflection, FCF improvement, sponsorship, relative strength, and base quality.
Loading SMID risk.
Last 12 months | Portfolio — vs S&P 500 — | Vol — vs — | Max DD — vs —
Target SMID positions.
Cash is held separately.
Unallocated cash.
Last 12 months.
Weekly model updates.
Acceleration matters more than growth alone.
The model is designed to avoid story stocks that are merely growing fast. It looks for acceleration, operating leverage, FCF inflection, improving sponsorship, base quality, relative strength, and valuation sanity stacking together.
What the SMID portfolio owns now, and why.
Each holding includes confluence score, target weight, growth acceleration, technical setup, stop level, and the reason it made the portfolio.
Concentration check
Concentration check
How the SMID model rotated
Weekly model updates show what was bought, removed, added to, or trimmed as the portfolio changed.