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The R.I.P Portfolio: Q3 2017 Update

October 22, 2017

Summary Points: 

*This real-money portfolio was first introduced in December 2015 to the Seeking Alpha community, and the portfolio has outperformed the S&P 500 since that point in time.

*The portfolio has underperformed the S&P 500 over the first nine months of 2017 but the portfolio's projected annual dividend income is up 60% YoY.

*The financial holdings were again the top performers for the portfolio. However, the largest holding - General Electric - negatively impacted the portfolio's total return so far in 2017.

 

The Retire In Peace portfolio, or R.I.P. portfolio, was first introduced to the Seeking Alpha ("SA") community in December 2015 and I have published quarterly articles that captured the activity and performance of the portfolio since that point in time. 

 

For more information, read the Q3 2017 Update for the R.I.P. portfolio. 

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