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 [...]
You can view the latest portfolio moves in spreadsheet format of Mohnish Pabrai, renown value investor. Despite his shift toward a less concentrated portfolio, Pabrai’s portfolio is still rather focused compared to the average money manager.
Only one new position, CapitalSource (CSE), which should be familiar to regular readers of this blog as Seth Klarman’s Baupost [...]
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 [...]
View the spreadsheet containing all disclosures for my complete equity portfolio, including initial entry points, YTD returns, total returns, etc. through August 31, 2009.
THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET
Enlightened-American Portfolio: +23.7% YTD (my actual IRR, which lags the equal-weighted returns)
DJIA: +8.2%
Nasdaq: +27.4%
S&P 500: +13.0%
DJ WIlshire 5000: +15.4%
Russell 2000 (smallcap): +14.5%
The popular monthly portfolio overview and market outlook [...]
Chesapeake Energy (CHK) reported earnings last week. The company didn’t have a complete set of financial statements but I direct readers to the company’s website for a closer look at the numbers or Zman’s excellent numbers breakdown at his blog. I will be focusing on the prospects for this investment.
Key takeaways from the earnings release [...]
Boone Pickens’ recent investment hiccups have been well-publicized. A few months back, Pickens appeared on CNBC and disclosed that he had moved BP Capital almost entirely to cash. As you can see in the spreadsheet view, he wasn’t exaggerating. Still, Pickens found did retain and open a few positions:
Pickens bought new stakes into Chesapeake Energy [...]
