Posted by Davy Bui on August 1st, 2008 in Enlightened-American Portfolio, General Investment, Uncategorized
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: +9.6% YTD (including dividends)
DJIA: -14.2%
Nasdaq: -12.3%
S&P 500: -13.7%
DJ WIlshire 5000: -12.6%
Reuters 2000 (smallcap): -6.7%
Due to the commodities correction currently underway, the portfolio performance has dropped considerably from +18.4% [...]
Posted by Davy Bui on June 30th, 2008 in Enlightened-American Portfolio
Heavy weighting in commodities and precious metals powered the portfolio to a winning June and a 18.4% gain for the 1st half of 2008, compared to losses of -12.8% for the S&P 500 and -14.4% for the DJIA. My non-commodity positions (foreign telcos, GE, ACAS) have suffered along with the broader market but those [...]
Posted by Davy Bui on May 9th, 2008 in Enlightened-American Portfolio, Market Commentary
Apologies to regular readers for the slow week. We are moving this weekend and between that, research on various stocks (more on this below) and my obsession with the Democratic primary, I haven’t had much time for posting.
I haven’t posted my reviews of some of the portfolio’s earnings reports lately but I can say [...]
Posted by Davy Bui on April 5th, 2008 in Enlightened-American Portfolio
I’ll skip over the financial results from YE 2007. Any interested reader can search for the breakdown easily enough or get the press release from the company website. CHK pretty much hit all the performance targets I laid out in my last update (refresh your memory here) and I’d rather move on to the [...]
Posted by Davy Bui on March 11th, 2008 in Enlightened-American Portfolio, Gurus
As always, you can view the complete portfolio here:
Enlightened-American Portfolio
Last August during the first major credit dislocation, my portfolio took a bigger hit than the broader market which really disturbed me. During that time, the gold and energy stocks sold off really hard (and bounced back even harder) and while I expect volatility in [...]
Posted by Davy Bui on December 10th, 2007 in Enlightened-American Portfolio, Stock Research
I’ve posted my research report for Ensco (ESV) on the Enlightened-American website. It comes in 6 parts:
Main Page+Updates
Risks
Upside
Competitors
Valuation/Investment Thesis
Management, Probable Outcomes & Performance Targets
Take care out there.
