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Blog Posts (free content)

January 5, 2020

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 gr...

January 3, 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...

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