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	<title>The Enlightened American &#187; enlightened-american portfolio</title>
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	<link>http://enlightened-american.com</link>
	<description>One person's quest to make sense of a senseless American economy and society.</description>
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		<title>Portfolio +3.3% YTD</title>
		<link>http://enlightened-american.com/2010/05/04/portfolio-3-3-ytd</link>
		<comments>http://enlightened-american.com/2010/05/04/portfolio-3-3-ytd#comments</comments>
		<pubDate>Wed, 05 May 2010 00:11:35 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>
		<category><![CDATA[BP]]></category>
		<category><![CDATA[enlightened-american portfolio]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=683</guid>
		<description><![CDATA[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&#38;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 [...]]]></description>
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		<slash:comments>0</slash:comments>
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		<title>Portfolio +1.3% YTD</title>
		<link>http://enlightened-american.com/2010/04/07/portfolio-1-3-ytd</link>
		<comments>http://enlightened-american.com/2010/04/07/portfolio-1-3-ytd#comments</comments>
		<pubDate>Wed, 07 Apr 2010 23:37:49 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>
		<category><![CDATA[enlightened-american portfolio]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=668</guid>
		<description><![CDATA[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&#38;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 [...]]]></description>
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		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Portfolio +0.8% Year-To-Date</title>
		<link>http://enlightened-american.com/2010/03/01/portfolio-0-8-year-to-date</link>
		<comments>http://enlightened-american.com/2010/03/01/portfolio-0-8-year-to-date#comments</comments>
		<pubDate>Mon, 01 Mar 2010 19:17:59 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>
		<category><![CDATA[AUY]]></category>
		<category><![CDATA[BAM]]></category>
		<category><![CDATA[CHK]]></category>
		<category><![CDATA[enlightened-american portfolio]]></category>
		<category><![CDATA[MFN]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=644</guid>
		<description><![CDATA[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&#38;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 [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2010/03/01/portfolio-0-8-year-to-date/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
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		<title>Portfolio -2.3% YTD Through January</title>
		<link>http://enlightened-american.com/2010/02/01/portfolio-2-3-ytd-through-february</link>
		<comments>http://enlightened-american.com/2010/02/01/portfolio-2-3-ytd-through-february#comments</comments>
		<pubDate>Mon, 01 Feb 2010 18:35:44 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>
		<category><![CDATA[AUY]]></category>
		<category><![CDATA[enlightened-american portfolio]]></category>
		<category><![CDATA[gold]]></category>
		<category><![CDATA[MAXX]]></category>
		<category><![CDATA[MFN]]></category>
		<category><![CDATA[oil]]></category>
		<category><![CDATA[uri]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=613</guid>
		<description><![CDATA[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&#38;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 [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2010/02/01/portfolio-2-3-ytd-through-february/feed</wfw:commentRss>
		<slash:comments>1</slash:comments>
		</item>
		<item>
		<title>Portfolio +33.5% YTD Through October</title>
		<link>http://enlightened-american.com/2009/11/02/517</link>
		<comments>http://enlightened-american.com/2009/11/02/517#comments</comments>
		<pubDate>Mon, 02 Nov 2009 22:26:02 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>
		<category><![CDATA[Market Commentary]]></category>
		<category><![CDATA[enlightened-american portfolio]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=517</guid>
		<description><![CDATA[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&#38;P 500: +14.7% DJ Wilshire 5000: +16.9% Russell 2000 (smallcap): +12.7% All the [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2009/11/02/517/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Portfolio +34% YTD but Cautious Going Forward</title>
		<link>http://enlightened-american.com/2009/10/05/portfolio-review-and-market-outlook</link>
		<comments>http://enlightened-american.com/2009/10/05/portfolio-review-and-market-outlook#comments</comments>
		<pubDate>Mon, 05 Oct 2009 08:18:03 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>
		<category><![CDATA[Market Commentary]]></category>
		<category><![CDATA[AIG]]></category>
		<category><![CDATA[AUY]]></category>
		<category><![CDATA[CIT]]></category>
		<category><![CDATA[enlightened-american portfolio]]></category>
		<category><![CDATA[market outlook]]></category>
		<category><![CDATA[MFN]]></category>
		<category><![CDATA[MXM]]></category>
		<category><![CDATA[ZRBA]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=461</guid>
		<description><![CDATA[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&#38;P 500: +17.0% DJ WIlshire 5000: +20.1% Russell 2000 (smallcap): +21.1% September was [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2009/10/05/portfolio-review-and-market-outlook/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Portfolio +23.7% Through August 2009</title>
		<link>http://enlightened-american.com/2009/09/01/portfolio-237-through-august-2009</link>
		<comments>http://enlightened-american.com/2009/09/01/portfolio-237-through-august-2009#comments</comments>
		<pubDate>Tue, 01 Sep 2009 23:35:58 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>
		<category><![CDATA[Investment Strategies]]></category>
		<category><![CDATA[Market Commentary]]></category>
		<category><![CDATA[BAM]]></category>
		<category><![CDATA[BPO]]></category>
		<category><![CDATA[CHK]]></category>
		<category><![CDATA[commercial real estate]]></category>
		<category><![CDATA[CRE]]></category>
		<category><![CDATA[enlightened-american portfolio]]></category>
		<category><![CDATA[gold]]></category>
		<category><![CDATA[market outlook]]></category>
		<category><![CDATA[natural gas]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=399</guid>
		<description><![CDATA[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&#38;P 500: +13.0% DJ WIlshire 5000: +15.4% Russell 2000 (smallcap): +14.5% [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2009/09/01/portfolio-237-through-august-2009/feed</wfw:commentRss>
		<slash:comments>2</slash:comments>
		</item>
		<item>
		<title>Portfolio Performance: -18.1% YTD thru Nov 2008</title>
		<link>http://enlightened-american.com/2008/12/01/portfolio-performance-181-ytd-thru-nov-2008</link>
		<comments>http://enlightened-american.com/2008/12/01/portfolio-performance-181-ytd-thru-nov-2008#comments</comments>
		<pubDate>Mon, 01 Dec 2008 16:47:48 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>
		<category><![CDATA[Gurus]]></category>
		<category><![CDATA[Market Commentary]]></category>
		<category><![CDATA[acas]]></category>
		<category><![CDATA[BAM]]></category>
		<category><![CDATA[bonds]]></category>
		<category><![CDATA[CHK]]></category>
		<category><![CDATA[enlightened-american portfolio]]></category>
		<category><![CDATA[gold]]></category>
		<category><![CDATA[Jim Rogers]]></category>
		<category><![CDATA[Marc Faber]]></category>
		<category><![CDATA[NOV]]></category>
		<category><![CDATA[SKM]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=269</guid>
		<description><![CDATA[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&#38;P 500: -39.0% DJ WIlshire 5000: -39.6% Russell 2000 (smallcap): -38.2% The portfolio sagged ever lower, finishing November down [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2008/12/01/portfolio-performance-181-ytd-thru-nov-2008/feed</wfw:commentRss>
		<slash:comments>7</slash:comments>
		</item>
		<item>
		<title>Portfolio Performance: -13.6% YTD through Oct 2008</title>
		<link>http://enlightened-american.com/2008/11/03/portfolio-performance-136-ytd-through-oct-2008</link>
		<comments>http://enlightened-american.com/2008/11/03/portfolio-performance-136-ytd-through-oct-2008#comments</comments>
		<pubDate>Mon, 03 Nov 2008 17:29:45 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>
		<category><![CDATA[Gurus]]></category>
		<category><![CDATA[Market Commentary]]></category>
		<category><![CDATA[bill fleckenstein]]></category>
		<category><![CDATA[BP]]></category>
		<category><![CDATA[enlightened-american portfolio]]></category>
		<category><![CDATA[EWS]]></category>
		<category><![CDATA[GSK]]></category>
		<category><![CDATA[Marc Faber]]></category>
		<category><![CDATA[NOV]]></category>
		<category><![CDATA[NXG]]></category>
		<category><![CDATA[PBR]]></category>
		<category><![CDATA[RJA]]></category>
		<category><![CDATA[tlm]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=248</guid>
		<description><![CDATA[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: -13.6% YTD (including dividends) DJIA: -29.7% Nasdaq: -35.1% S&#38;P 500: -34.0% DJ WIlshire 5000: -34.1% Russell 2000 (smallcap): -29.8% Ten months through the year and all I [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2008/11/03/portfolio-performance-136-ytd-through-oct-2008/feed</wfw:commentRss>
		<slash:comments>3</slash:comments>
		</item>
		<item>
		<title>Portfolio Updated With October&#8217;s Carnage</title>
		<link>http://enlightened-american.com/2008/10/20/portfolio-updated-with-octobers-carnage</link>
		<comments>http://enlightened-american.com/2008/10/20/portfolio-updated-with-octobers-carnage#comments</comments>
		<pubDate>Mon, 20 Oct 2008 23:44:54 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>
		<category><![CDATA[enlightened-american portfolio]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=240</guid>
		<description><![CDATA[I make it a point to only update my portfolio spreadsheet once at the end of each month.  Psychologically, this allows me to (attempt to) focus on longer term factors and not waste precious time staring at the P&#38;L.  Click here to see the spreadsheet Enlightened-American Portfolio: -12.1% YTD (including dividends) DJIA: -30.2% Nasdaq: -33.3% S&#38;P [...]]]></description>
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		<slash:comments>0</slash:comments>
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