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6 MONTHS UPDATE
I/O Fund's 2025 tech picks returned 95.5% in six months, outpacing the S&P 500 by 87 points
Source article by Beth Kindig, I/O Fund
Updated July 7, 2026
6 Months Later — Jul 7, 2026
How did I/O Fund's top tech stocks from January 2025 perform after six months?
I/O Fund's January 2025 tech picks delivered a 95.5% average return over six months, beating the S&P 500's 8.4% gain by 87 percentage points. Seven of the eleven stocks tracked outperformed the market during the period.
SNDK led the portfolio with a 357.5% return, accounting for much of the overall gain. The remaining picks showed mixed results, with four trailing the benchmark despite the group's strong average.
The fund published these recommendations in an article titled "Top 10 Tech Stocks of 2025: How the AI Trade Defied the Skeptics" on January 8, 2025. The tracked period ran through early July 2026.
3 Months Later — Apr 8, 2026
How did I/O Fund's 2025 tech stock picks perform in their first three months?
I/O Fund's portfolio of AI-focused tech stocks posted a 24.8% average return during its first three months, outpacing the S&P 500 by nearly 27 percentage points as the broader market declined 2.0% over the same period.
Six of the eleven picks tracked beat the market. One standout drove much of the gain: LITE returned 128.1%, though the service's methodology spreads capital equally across all picks, limiting any single position's impact on the overall average.
The portfolio was published in early January 2025 under the title "Top 10 Tech Stocks of 2025: How the AI Trade Defied the Skeptics." Beth Kindig authored the article. This three-month checkpoint captures performance through early April 2025, a period marked by volatility in the broader index while several AI-related names surged.
Full progress so far — every tracked pick ↓
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