Description of Portfolios
Bryan Johnson
Moon Run Report, LLC
Seven portfolios listed below are designed using quantitative analysis with Portfolio 123. Portfolio 123 backtest charts are shown with accompanying statistics. Backtests can be useful to a developer to determine areas of the market to focus on and are strictly hypothetical, while future results may not be similar. Enhancements to models after implementation on the Stock Picks page may or may not influence future performance.
The red line is portfolio simulation and the blue line is the S&P 500.
Kennedy Minor Stocks Portfolio
The Kennedy Minor Stocks chooses stocks with market cap between small cap and midcap
Robinson Minor Stocks Portfolio
The Robinson Minor Stocks chooses stocks with market cap between small cap and midcap.
Crescent MidCap Portfolio
The Crescent MidCap Portfolio chooses midcap growth stocks with Market Cap between 500 million and 10 billion.
Hopewell MidCap Portfolio
The Hopewell Midcap portfolio invests in stocks with market cap between 1 billion and 10 billion.
Microcap Portfolio
The Microcap Portfolio consists of stocks with market capitalization from 25 million to 1 billion.
Small Cap Portfolio
The Small Cap portfolio invests in stocks with market cap between 25 million and 500 million.