THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET
Enlightened-American Portfolio: +0.8% through Feb, 2010 (my actual IRR, including cash balance)
DJIA: -1.0%
Nasdaq: -1.4%
S&P 500: -1.0%
DJ Wilshire 5000: -0.4%
Russell 2000 (smallcap): -0.9%
February was a sedentary month for us here at Enlightened American. Sometimes, indeed most times when dealing with investing, doing nothing is the best course of action and for that, we [...]
THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET
Enlightened-American Portfolio: -2.3% through Jan, 2010 (my actual IRR, including cash balance)
DJIA: -3.5%
Nasdaq: -5.4%
S&P 500: -3.7%
DJ Wilshire 5000: -3.5%
Russell 2000 (smallcap): -5.1%
Our portfolio outpaced all major indices thus far out of the gate in 2010. As always, this outperformance can not be attributed to any sterling market calls. Yes, I was expecting [...]
THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET
Enlightened-American Portfolio: +39.6% for 2009 (my actual IRR, including cash balance)
DJIA: +18.8%
Nasdaq: +43.9%
S&P 500: +23.5%
DJ Wilshire 5000: +26.5%
Russell 2000 (smallcap): +27.0%
Our portfolio outpaced all major indices with the exception of the NASDAQ. Nevertheless, I could hardly be more pleased with the returns generated in 2009, especially since cash comprised over 30% of [...]
The first big deal in the energy E&P space was announced yesterday as Exxon Mobil struck an agreement to buy XTO Energy. While I do not have a vested interest in either party, this deal has some implications for the energy markets and our largest position, Chesapeake Energy (CHK).
Exxon’s move into the US natural gas [...]
THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET
Enlightened-American Portfolio: +37.7% YTD (my actual IRR, including cash balance)
DJIA: +17.9%
Nasdaq: +36.0%
S&P 500: +21.3%
DJ Wilshire 5000: +16.9%
Russell 2000 (smallcap): +12.7%
Our portfolio lagged the broader market during November but continues to outpace the major indices for the year. In any case, I implore members to take caution against focusing on monthly or even [...]
View the spreadsheet containing all disclosures for my complete equity portfolio, including initial entry points, YTD returns, total returns, etc. through October 31, 2009.
THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET
Enlightened-American Portfolio: +33.5% YTD (my actual IRR, including cash balance)
DJIA: +10.7%
Nasdaq: +29.7%
S&P 500: +14.7%
DJ Wilshire 5000: +16.9%
Russell 2000 (smallcap): +12.7%
(What's this?)
Dow 10,000: Buy it, Or Sell [...]
