I got a reader email asking about Devon Energy (DVN):
> I have enjoyed your site and updates for sometime, I find them quite
> educational. It has been a while since I had a chance to look @ your
> updated portfolio (too busy trying to keep my own out of the weeds :))I
> noticed that [...]
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%
The Wintergreen Fund, managed by David Winters, was fairly steady judging from its 13F filing. My spreadsheet is a little off as it seems some of the CUSP IDs were changed from last quarter so disregard the new positions shown in GLD & CNQ.
Winters opened only 1 new position, eBay. I’ve seen some [...]
As always, you can find the portfolio page here.
YTD through 03/31/2008, i.e. the first quarter, our portfolio is +11.2%. This compares favorably to the major US averages which range from -7.6% (DJIA) to -14.1% (NASDAQ).
The bulk of our gains have been driven by our commodity plays, despite the recent “bubble bursting.” Even our losing picks [...]
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 linked to the [...]
