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 course of action and for that, we [...]
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 sterling market calls. Yes, I was expecting [...]
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%
(What's this?)
Dow 10,000: Buy it, Or Sell [...]
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 kind to our portfolio. Obviously, I am pleased [...]
View the spreadsheet containing all disclosures for my complete equity portfolio, including initial entry points, YTD returns, total returns, etc. through August 31, 2009.
THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET
Enlightened-American Portfolio: +23.7% YTD (my actual IRR, which lags the equal-weighted returns)
DJIA: +8.2%
Nasdaq: +27.4%
S&P 500: +13.0%
DJ WIlshire 5000: +15.4%
Russell 2000 (smallcap): +14.5%
The popular monthly portfolio overview and market outlook [...]
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: -18.1% YTD (including dividends)
DJIA: -33.4%
Nasdaq: -42.1%
S&P 500: -39.0%
DJ WIlshire 5000: -39.6%
Russell 2000 (smallcap): -38.2%
The portfolio sagged ever lower, finishing November down 18% for the year. In his early years, [...]
