Portfolio
2024 YTD Performance, 16.62% (as of 8/15/24).
2023 saw BSIG return 29.81% (beating market by 3.52%), the S&P 500 returned 26.29% in the same period. BSIG saw fewer steeper drawbacks and generated greater risk-related returns than the S&P in the same period.
All-time performance, annualized returns of 12.38%. Note: The total cumulative withdrawals since inception total over 30% of the current portfolio value, BSIG’s returns are skewed downwards due to the lost compounding on the withdrawn money donated to charity and used as financial aid.
