- Enlightened-American Portfolio: +7.5% in 2012 (my actual IRR, including cash balance)
- Dow Jones Industrial Average:+8.6%
- Nasdaq: +19.8%
- S&P 500: +12.8%
- DJ Wilshire 5000: +13.4%
- Russell 2000: +13.3%
With the exception of the Dow, the major indices are doubling my YTD returns (tripling in the case of the NASDAQ). Not only is my large cash holding (26% of total assets) dragging on the portfolio but my large holdings in oil and gold stocks caused my portfolio to lose 2 percentage points in March while the general market rose. Still, I continue to remain positive on both sectors.