Portfolio +0.8% Year-To-Date

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 [...]

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Portfolio -2.3% YTD Through January

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 [...]

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Portfolio +34% YTD but Cautious Going Forward

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 [...]

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Portfolio Performance +6.8% Through April 2009

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 [...]

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Portfolio Up +2.5% YTD 2009 and the View Ahead

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 [...]

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Market Commentary Part 2 (or Ball Watching)

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 when [...]

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