No. of Recommendations: 2
It looks like this BI strategy doesn't even come close to beating
a simple buy SP500 fund. Is there something I'm missing?
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Benchmark Investing Update Dec 26, 2025
2025 BI Managed Portfolio
ALGN, CAH, EOG, KMI, BK, INCY, TMUS, LKQ, CHRT, BALL, L, KIM, CRM, TAP, IVZ,
NFLX, WBD, SLB, PYPL, PTC, EPAM, AMZN, META, NVDA, PFE, PAYC, AKAM.
BI Managed Portfolio Total Return Year-to-Date +10.8%
S&P 500 Total Return Year-to-Date +17.7%
