Painful as it was, 2008 was an invaluable learning experience. That may be a gross understatement. The investment turbulence of 2008 may have been a formative experience — one of those events that truly molds people and perspectives for a lifetime. That I managed to only lose -15% vs. a 39% drop in the S&P [...]
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 [...]
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 investors [...]
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 [...]
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 [...]
