Portfolio Review: Markets Shoot Out of the Gate In Jan

THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET

  • Enlightened-American Portfolio: +6.1% in 2012 (my actual IRR, including cash balance)
  • Dow Jones Industrial Average:+4.1%
  • Nasdaq: +9.3%
  • S&P 500: +5.3%
  • DJ Wilshire 5000: +6.2%
  • Russell 2000: +9.3%

Yikes! With my large cash position, I am going to find it hard to maintain this pace if market keeps this up. No reason it should, though. More soon.

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