The R.I.P. Portfolio's Q1 2020 Update

WG Investment Research profile picture
WG Investment Research


  • This real-money portfolio was first introduced to the Seeking Alpha community in December 2015.
  • The portfolio underperformed its benchmark in Q1 2020 and it is lagging the S&P 500's performance since late-2015.
  • The portfolio was overweight financials and industrials going into Q1 2020 and that turned out to be a terrible decision given the fallout from COVID-19.
  • However, I still believe that this portfolio is in a great position to benefit from 3 major trends in 2021 and beyond.

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.

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.

Quarterly Market Update

What. A. Quarter. Q1 2020 turned out to be one of the worst quarters ever for the S&P 500, and one of the largest quarterly declines since the Financial Crisis.

Source: CNN Business

The first 3 months of 2020 turned out to be extremely volatile for the market as the COVID-19 related concerns impacted almost every sector of the S&P 500.

Source: Ziegler Capital Management

As shown, Financials and Industrials saw the largest quarterly declines and this had a direct impact on the R.I.P. portfolio. Over the years I have been heavily invested in technology (positive), industrials (negative), financials (negative, outside of late-2019), materials (negative) and healthcare (positive) so the portfolio performance has been subpar for awhile now. But, Q1 2020 turned out to be a complete disaster.

In this article, I will highlight the recent changes to the R.I.P. portfolio and describe how the portfolio performed for the most recent period-end.

The R.I.P. Portfolio's Goals And Strategy

I am building this portfolio with retirement in mind, so I have 30-plus years to invest and make adjustments; therefore, the quarterly [and

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, HON, RTX, BAC, C, FITB, KEY, BRK.B, TSLA, SYF, XIN, FB, DIS, MTZ, OTIS, CARR, PFE, JNJ, AMGN. 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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