Summary: * Xinyuan's stock has significantly underperformed the broader market so far in 2020. * Xinyuan reported Q2 2020 results that were not well-received by the market. However, I believe that shareholders should consider staying the course. * I'm long Xinyuan, and I have no plans to reduce my stake in the near future. Xinyuan Real Estate's ($XIN) stock has significantly underperformed the broader market over the last 5 years, and it has been pretty much the same story so

Summary: * Bank of America's stock has significantly underperformed the broader market so far in 2020. * The bank reported Q3 2020 results that were not well-received by the market. However, I believe that investors will be rewarded for holding onto their BAC shares. * I'm long Bank of America, and I have no plans to reduce my stake in the near future. Bank of America's ($BAC) stock has been under pressure since the company reported Q3 2020 results, which only adds to the alr

Summary: * Wabash National's stock has underperformed the broader market so far in 2020, but there are reasons to remain bullish. * The company operates in an industry that has promising long-term growth prospects, even after factoring in the near-term headwinds. * We own a small Wabash National position, and we plan to add to our position in the near future. Wabash National Corp. ($WNC) is a diversified semi-truck manufacturer that has been negatively impacted by the disrupt

Summary: *This real-money portfolio was first introduced to the Seeking Alpha community in December 2015. *The portfolio outperformed its benchmark in Q3 2020, but it is still lagging the S&P 500's performance since late 2015. *The portfolio was overweight Financials and Industrials heading into 2020 and that turned out to be a terrible decision given the fallout from COVID-19. *However, I believe that this portfolio is still well-positioned for the next few years. The Retire