THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: +3.3% through Apr, 2010 (my actual IRR, including cash balance) DJIA: +5.6% Nasdaq: +8.5% S&P 500: +6.4% DJ Wilshire 5000: +7.9% Russell 2000 (smallcap): +13.0% While BP is a relatively small position in the Enlightened American portfolio, I was somewhat alarmed by the 8% drop early Monday morning. After [...]
THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: +1.3% through Mar, 2010 (my actual IRR, including cash balance) DJIA: +4.1% Nasdaq: +5.7% S&P 500: +4.9% DJ Wilshire 5000: +5.8%% Russell 2000 (smallcap): +7.0% What a difference a month makes. In the span of 31 days, the Enlightened-American portfolio went from outperforming the indices for the year to [...]
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 [...]
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 October 31, 2009. THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: +33.5% YTD (my actual IRR, including cash balance) DJIA: +10.7% Nasdaq: +29.7% S&P 500: +14.7% DJ Wilshire 5000: +16.9% Russell 2000 (smallcap): +12.7% More on [...]
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 [...]
