Posted by Davy on May 4th, 2010 in Enlightened-American Portfolio

THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: +3.3% through Apr, 2010 (my actual IRR, including cash balance) DJIA: +5.6% Nasdaq: +8.5% S&P 500: +6.4% DJ Wilshire 5000: +7.9% Russell 2000 (smallcap): +13.0% While BP is a relatively small position in the Enlightened American portfolio, I was somewhat alarmed by the 8% drop early Monday morning. After [...]

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