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 [...]
View the spreadsheet containing all disclosures for my complete equity portfolio, including initial entry points, YTD returns, total returns, etc. through September 30, 2009.
THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET
Enlightened-American Portfolio: +34.0% YTD (my actual IRR, including cash balance)
DJIA: +10.7%
Nasdaq: +34.7%
S&P 500: +17.0%
DJ WIlshire 5000: +20.1%
Russell 2000 (smallcap): +21.1%
September was kind to our portfolio. Obviously, I am pleased [...]
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: +6.8% YTD (including dividends)
DJIA: -6.9%
Nasdaq: +8.9%
S&P 500: -3.4%
DJ WIlshire 5000: -1.4%
Russell 2000 (smallcap): -2.4%
I have been lax as of late in more ways than one, which I will [...]
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 this website, my posted portfolio shows higher returns [...]
I start with an analogy…I used to be a big fan of that TV show, Friends but toward the end of its run, I got really bored with the show and couldn’t have cared less when it came off the air. And my least favorite character was Joey, so I had absolutely no interest [...]
