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The R.I.P. Portfolio: Q4 2016 Update

January 3, 2017

I published an update article on the Retire In Peace, or R.I.P., portfolio. 


Summary Points: 

*Being overweight financials, especially BAC, greatly contributed to the portfolio's outperformance for the quarter (and the year).

*The R.I.P. portfolio's performance almost doubled the performance of the broader market (S&P 500) in 2016. As such, I plan to stay the course in the upcoming year.

*I continued to add technology companies in Q4 2016, and I expect to do the same in Q1 2017 and beyond.


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