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The R.I.P. Portfolio: Q4 2017 Update

January 6, 2018

Summary Points: 

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

*The portfolio underperformed the S&P 500 in 2017 but the portfolio's projected annual income is up 34% YoY.

*The financial holdings were again the top performers for the portfolio. A top-2 position, General Electric, was a major drag on the portfolio's performance over the last 12 months.


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. The companies that I write about on SA are largely the holdings of the R.I.P. portfolio, so the main purpose for the quarterly articles is to allow for my SA followers to track the performance of the stocks that I write about on this platform.


The recent performance of the portfolio for full-year 2017 is nothing to brag about but the portfolio is still outperforming the S&P 500 since December 4, 2015.


Read more about the portfolio here

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