THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: +9.5% through Nov 30, 2011 (my actual IRR, including cash balance) Dow Jones Industrial Average:+4.0% Nasdaq: -1.2% S&P 500: -0.9% DJ Wilshire 5000: -1.9% Russell 2000 (smallcap): -5.9% New adds to the portfolio included Applied Materials and rolling over the Telefonica naked puts. Also added to my GE position. [...]
Click here to view the spreadsheet containing all disclosures for my complete equity portfolio, including initial entry points, YTD returns, total returns, etc. THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: +2.5% YTD (including dividends) DJIA: -8.8% Nasdaq: -6.4% S&P 500: -8.6% DJ WIlshire 5000: -8.3% Russell 2000 (smallcap): -11.2% For the first time since I started [...]
I’ve noticed a few web searches hitting my site for Nam Tai Electronics (NTE) so here’s a heads-up that I sold NTE near the beginning of January @ $6.23. The portfolio spreadsheet will be updated accordingly at the end of the month. Here’s my previously unpublished notes on NTE’s last earnings release (when it was [...]
Click here to view the spreadsheet containing all disclosures for my complete equity portfolio, including initial entry points, YTD returns, total returns, etc. THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: -0.4% YTD (including dividends) DJIA: -18.2% Nasdaq: -21.5% S&P 500: -20.7% DJ WIlshire 5000: -20.0% Reuters 2000 (smallcap): -11.3%
