Summary: - Bank of America recently reported strong Q3 2019 results that beat the top- and bottom-line estimates. - Bank of America is operating in a challenging environment, but I believe that investors should keep banking on this large financial institution. - Bank of America is my largest position, and I plan to stay long the stock. Bank Of America's ($BAC) stock has performed well so far in 2019, as BAC shares have significantly outperformed the broader market over the la

Summary: - This real-money portfolio was first introduced to the Seeking Alpha community in December 2015. - The portfolio underperformed its benchmark in Q3 2019 and is still lagging the S&P 500's performance since inception. However, I believe that the portfolio is properly positioned for the future. - The financial holdings have been a major drag on the portfolio's performance but, looking out, the large financial institutions are well-positioned for the next few years. Th