THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: +1.0% through August, 2010 (my actual IRR, including cash balance) DJIA: -4.0% Nasdaq: -6.8% S&P 500: -5.9% DJ Wilshire 5000: -4.9% Russell 2000 (smallcap): -5.0% Emblematic of much of the year’s trading, our portfolio managed to eke a positive gain for the month even as the major indices lost [...]
THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: -1.2% through May, 2010 (my actual IRR, including cash balance) DJIA: -6.3% Nasdaq: -7.0% S&P 500: -7.6% DJ Wilshire 5000: -6.5% Russell 2000 (smallcap): -3.9% Even as our portfolio drifts into negative territory, our performance gap relative to all the major indices widens this month. And while relative performance [...]
THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: +1.1% through May, 2010 (my actual IRR, including cash balance) DJIA: -2.8% Nasdaq: -0.5% S&P 500: -2.3% DJ Wilshire 5000: -0.8% Russell 2000 (smallcap): +4.3% And we’re back, once again beating nearly all major indices, with the exception of the small cap index, plausibly due to the lower global [...]
THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: +3.3% through Apr, 2010 (my actual IRR, including cash balance) DJIA: +5.6% Nasdaq: +8.5% S&P 500: +6.4% DJ Wilshire 5000: +7.9% Russell 2000 (smallcap): +13.0% While BP is a relatively small position in the Enlightened American portfolio, I was somewhat alarmed by the 8% drop early Monday morning. After [...]
It’s been awhile since I’ve commented on Penn West Energy Trust — these days, I save my stock specific analysis for Enlightened American Premium members — but I have blogged a bit about PWE in the past and so will share some brief comments. The arrival of Murray Nunns has definitely invigorated Penn West on [...]
THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: +1.3% through Mar, 2010 (my actual IRR, including cash balance) DJIA: +4.1% Nasdaq: +5.7% S&P 500: +4.9% DJ Wilshire 5000: +5.8%% Russell 2000 (smallcap): +7.0% What a difference a month makes. In the span of 31 days, the Enlightened-American portfolio went from outperforming the indices for the year to [...]
