Archive

Please reload

Tags

I'm busy working on my blog posts. Watch this space!

Please reload

The R.I.P. Portfolio: Q2 2018 Update

July 4, 2018

Summary: 

- This real-money portfolio was first introduced to the Seeking Alpha community in December 2015.

- The portfolio has underperformed its benchmark so far in 2018, with General Electric being a significant contributor, but it is properly positioned to benefit from several major trends.

- The financial holdings were a drag to the portfolio's Q2 2018 performance but, looking out, the banks are well-positioned for the next few years.

- The portfolio's projected income for 2018 is up almost 35% YoY.

 

Read more here

Please reload

Recent Posts

Please reload

©2020 W.G. INVESTMENT RESEARCH LLC.