Gold & Oil Stocks Weighing Down Portfolio

THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET

  • 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.

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One Response to “Gold & Oil Stocks Weighing Down Portfolio”

  1. Cooper Says:

    Do you still own any gold stocks? Seems like a good place to be at the moment.

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