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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: AllTooFoolish   😊 😞
Number: of 15062 
Subject: Re: Benchmark Investing Update Dec 31, 2023
Date: 12/31/2023 9:32 AM
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No. of Recommendations: 8
**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
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