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Recent Posts


The R.I.P. Portfolio's Q4 2019 Update

Summary: - This real-money portfolio was first introduced to the Seeking Alpha community in December 2015. - The portfolio outperformed its benchmark in Q4 2019, but it is still lagging the S&P 500's performance since late-2015. - I believe that this portfolio is in a great position to benefit from 3 major trends in 2020 and beyond. The Retire In Peace portfolio, or R.I.P. portfolio, was first introduced to the Seeking Alpha community in December 2015 and I have published quarterly articles that captured the activity and performance of the portfolio since that point in time. The companies that I write about on SA are largely the holdings of the R.I.P. portfolio, so the main purpose for the q

Bank Of America: Stick With This Bank In 2020

Summary: - Bank of America's stock outperformed the broader market by a wide margin in 2019. - The investment community is concerned about how the interest rate environment will negatively impact the banks in 2020 but, in my opinion, the concern is overblown. - I plan to stay overweight Bank of America through at least 2020. Bank of America's ($BAC) stock performed well in 2019, as BAC shares finished the year higher by over 40%. In addition, BofA's stock outperformed the broader market by over 14 percentage points. The stock performance over the last year was impressive but, in my opinion, BAC shares still have a lot of room to run. To this point, I believe that investors should consider st