I'm hoping a few Shrewders will share their results with smallcap growth stocks - from MI SIPro screens or other sources - or ETFs the last few years through a late stage cyclical bull, a nasty bear in 22 and a partial recovery in '23. I classify these as "small cap growth".

As it is, back in '15 I decreased using an MI small cap screen blend to sporadically (mainly seasonal). I did about 30% total return Q4 '15 through '19, then another 20% after the CV crash'n bounce in '20.
Lost 20% from Sep '21 to Jan '22 (start of the 22 bear).
Out from Feb to July.
Lost 13% from July to Oct '22 (bear didn't leave smallcap/smallcap growth alone).
Lost another 18% from June to Oct '23 this year (1 small cap growth screen mechanical picks).

Total 5 year return (since Dec '18): -45%

Meanwhile, IJT (small cap growth ETF) is up 36% total over 5 years. IJR (wider smallcap) up 31%.

A self-critical advice: whatever you're doing in that asset class, stop. (Mostly, I am, it's not been more than a 5% allocation, and about 1/2 of the time even in, for some time now.)

FC

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