Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of MIBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of MIBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Investment Strategies / Mechanical Investing
Unthreaded | Threaded | Whole Thread (4) |
Author: AllTooFoolish   😊 😞
Number: of 6132 
Subject: Re: Benchmark Investing Update Dec 31, 2023
Date: 12/31/23 9:32 AM
Post New | Post Reply | Report Post | Recommend It!
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
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to AllTooFoolish here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 6,115 posts about Mechanical Investing. The article-length ones it recommended most:
Dividend investing · 52 recs · 2025
Non-Mag7 screen · 34 recs · 2025
OT - Div yields and returns · 32 recs · 2024
Using AI to generate backtesting programs · 30 recs · 2025
Rankings for 19Dec2022 · 29 recs · 2022
Unthreaded | Threaded | Whole Thread (4) |


Announcements
Mechanical Investing FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of MI | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community