Subject: Re: Benchmark Investing Update Dec 31, 2023
**2023 BI Managed Portfolio Results: **
The final 2023 results were very close with BI generating a 20.2% return and the S&P500 26.2%. We will count that as a loss, but it was close in a very strong year.
In 2024 I will be tracking and updating every quarter two different BI Portfolios. Both these portfolios will be held for the entire 2024 year without any adjustments - we'll see how they do.
The first portfolio (Managed) will be a continuation of the 2023 picks that have not yet hit a Sell signal plus any new picks that qualify as a Buy using the latest results.
**2024 BI Managed Portfolio** will include:
XRAY, ALGN, CAH, EOG, KMI, TMUS, LKQ, BALL, CRM, TAP, IVZ, NFLX, WBD, BK, PYPL, PTC, AMZN, META, VFC, PXD.
The second portfolio (Current) will only include picks that currently qualify based on the Buy rules using the latest results.
**2024 BI Current Portfolio** will only include:
XRAY, EOG, TAP, NFLX, PYPL, VFC, PXD
-AllTooFoolish