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The R.I.P. Portfolio's Q3 2019 Update

October 9, 2019

Summary:

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

- The portfolio underperformed its benchmark in Q3 2019 and is still lagging the S&P 500's performance since inception. However, I believe that the portfolio is properly positioned for the future.

- The financial holdings have been a major drag on the portfolio's 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.

 

See the article linked above for additional details on what I would like to accomplish with these quarterly updates. Additionally, the goals for the portfolio and my long-term strategy are identified in the sections below.

 

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