Portfolio +3.3% YTD

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 [...]

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Portfolio +1.3% YTD

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 [...]

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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 +33.5% YTD Through October

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 [...]

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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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