The R.I.P. Portfolio: Keeping Myself Honest

Dec. 07, 2015 7:46 AM ET20 Comments
WG Investment Research profile picture
WG Investment Research


  • I will be introducing the Retire In Peace, or R.I.P. portfolio, to the Seeking Alpha community.
  • Yes, this is a real portfolio and it will be updated on a monthly basis.
  • I will provide my thoughts on the core holdings and will include both short-term and long-term catalysts.

I now introduce you all to the Retire In Peace portfolio, or the R.I.P. portfolio for short, which is one of my family portfolios. Yes, this is real money. This is not our main retirement portfolio, but it is a portfolio that will greatly contribute to a stress free and relaxing retirement.

These updates will allow commentators on Seeking Alpha to evaluate the portfolio's performance, as these holdings are the stocks that I write about here on SA. I want to share this portfolio to allow my followers to track the performance of the stocks that I write about in addition to allowing them to see what adjustments I make on a monthly basis. Also, I hope that allowing everyone to see my purchases and sales will lead to constructive discussions about the company's that I consider "core holdings". I learn on a daily basis from others on SA, so these updates will also benefit me.

Below you will find the portfolio and its performance, as well as my thoughts on each of my core holdings.

Price at Current Portfolio Unrealized Realized Stock Yield Current Annual
Company Stock # of shares Cost Basis Cost Value 12/4/2015 Value Weighting Gain (loss) Gain (Loss) Performance On Cost Yield Income
General Electric GE 374.98 $23.78 $8,917.13 $30.49 $11,433.14 22% $2,516 - 2,516 3.9% 3.0% $345
AT&T T 152.69 $31.78 4,851.71 34.11 5,208.09 10% 356 - 356 5.9% 5.5% 287
Franklin Income FKINX 2,226.39 $2.17 4,834.32 2.15 4,786.75 9% (48) - (48) 5.5% 5.6% 267
Walt Disney DIS 26.46 $72.98 1,931.02 114.24 3,022.79 6% 1,092 - 1,092 1.8% 1.2% 35
Bank of America BAC 515.77 $16.06 8,284.49 17.80 9,180.71 17% 896 - 896 1.2% 1.1% 103
Bank of America Warrants BACWSA 303.00 $6.43 1,948.29 6.33 1,917.99 4%

This article was written by

WG Investment Research profile picture
Our President and CIO is a CPA with experience in public accounting and the financial services industry. He earned his Master of Accountancy degree in 2008 and his B.S. in Business Management in 2007. He is also a Level III CFA candidate. He has been intrigued by the market from the start. Over the years, he has learned that long-term investing is a discipline that, if followed, will help contribute to building lasting wealth. As such, most of our articles will be about the investments that we plan to hold for at least 3 to 5 years, as long as the company's story does not change. As a Seeking Alpha contributor, our main goal is to write about the companies that are key to our portfolio with the hope of promoting discussion (for or against the investment) from others within the SA community.Please visit our website for more information about W.G. Investment Research LLC.

Disclosure: I am/we are long GE, T, DIS, BAC, SYF, JNJ, AIG. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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