Portfolio Update: Markets Recover In Melt-Up

THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: +10.8% through Oct 29, 2011 (my actual IRR, including cash balance) Dow Jones Industrial Average:+5.7% Nasdaq: +3.2% S&P 500: +2.2% DJ Wilshire 5000: +1.2% Russell 2000 (smallcap): -2.9% October’s stock market melt-up has pushed most indices back into positive territory for the year. While my portfolio is outpacing the [...]

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5 Reasons Devon Energy Is A Better Buy Than Chesapeake

Chesapeake Energy (CHK) preferred stock is one of the largest positions in my portfolio and with the recent sell-off in energy names, I considered adding CHK common stock but instead chose to open a position Devon Energy (DVN). The two companies share a similar profile: Headquartered in Oklahoma, operating in the onshore North American market [...]

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Portfolio Update: Gold Takes A Dive But Options, DVN & TEF Present Opportunities

THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: +2.2% through Oct 2, 2011 (my actual IRR, including cash balance) Dow Jones Industrial Average: -5.7% Nasdaq: -9.0% S&P 500: -10.0% DJ Wilshire 5000: -11.4% Russell 2000 (smallcap): -17.8% Despite gold’s drop during September, portfolio results are still positive on the year. Read more comments …

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