The R.I.P. Portfolio's Q2 2019 Update
- This real-money portfolio was first introduced to the Seeking Alpha community in December 2015.
- The portfolio outperformed its benchmark in Q2 2019 but is still lagging the S&P 500's performance since inception. However, the R.I.P. portfolio is properly positioned for the future.
- The financial holdings have been a drag to the portfolio's YTD performance but, looking out, the large financial institutions are well-positioned for the next few years.
The Retire In Peace portfolio, or R.I.P. portfolio, was first introduced to the Seeking Alpha 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 portfolio goals and my long-term strategy, in addition to the quarterly activity, are identified in the sections of this article.