The R.I.P. Portfolio's Q2 2021 Update

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WG Investment Research


  • This real-money portfolio was first introduced to the Seeking Alpha community in December 2015.
  • The portfolio underperformed its benchmark in Q2 2021 but it is currently outperforming the S&P 500's performance since late 2015.
  • The portfolio was overweight Financials and Industrials heading into 2020 and that turned out to be a terrible decision early last year due to the fallout from COVID-19.
  • However, the portfolio has sharply recovered from the March 2020 lows. And looking ahead, I believe that this portfolio is well-positioned for the next few years.
Investor checking performance of financial portfolio online whilst reviewing investment statement
Photo by Rafe Swan/Cultura via Getty Images

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

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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, WNC, BRK.B, RTX, WAB, JNJ, PFE, VTRS, AMGN, CAH, MRK, CRL, TDOC, BAC, C, KEY, FITB, MET, BHF, PRU, PFG, AAPL, CSCO, INTC, ACN, MSFT, T, VZ, DIS, TWTR, FB, DD, DOW, CTVA, FKINX, DGRW, DGRO, FREL, VWO, SCHD, SCHX, VIG, KR, GM, TGT, UA, BABA, PG, SBUX, SYF, OLLI, TSLA, HD. 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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