Portfolio Overview: Too Much Cash

THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: +10.0% through Dec 1, 2010 (my actual IRR, including cash balance) DJIA: +7.9% Nasdaq: +12.4% S&P 500: +8.2% DJ Wilshire 5000: +10.7% Russell 2000 (smallcap): +17.2% After holding copious amounts of cash for nearly two years, our under-invested position is finally catching up with us. The markets’ blasting above [...]

No Comments

-->