Portfolio Review: Cautious Approach Struggles To Keep Pace With Market

THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET

  • Enlightened-American Portfolio: +7.3% in 2012 (my actual IRR, including cash balance)
  • Dow Jones Industrial Average:+6.1%
  • Nasdaq: +13.3%
  • S&P 500: +8.5%
  • DJ Wilshire 5000: +9.1%
  • Russell 2000: +8.5%

As I have often mentioned, my primary investment objectives are to outperform in down markets and keep within shouting distance during up years. 2012 has started with a serious bang and my portfolio is lagging most major indices by 1% – 6%. However, I stand by my cautious approach — when markets have logged their biggest gains is when investors should be wary.

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