Summary: This real-money portfolio was first introduced to the Seeking Alpha community in December 2015. The portfolio underperformed its benchmark in Q3 2021 but it is currently outperforming 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 early last year due to the fallout from COVID-19. However, the portfolio has sharply recovered from the March 2020 lows. And