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 [...]
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 [...]
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 [...]
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 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 [...]
Here is the research from the old website. Any updates can be found on the this blog and will not be reflected on these older web pages. ENLIGHTENED-AMERICAN PORTFOLIO PICKS Agnico-Eagle Mines – (AEM-US) – updated 10/28/2007 Chesapeake Energy – (CHK-US) – updated 11/18/2007 Devon Energy Research Report – (DVN-US) – updated 02/12/2008 Elements ETN [...]
