Posted by Davy Bui on February 18th, 2010 in Pro's Picks
Scanning the 13F-HR SEC filing of Paulson and Co. suggests John Paulson employs an active trading strategy. Readers can best view Paulson’s moves in spreadsheet format but some broader themes do emerge:
Similar to some of the other money managers already profiled (Berkowitz, Klarman), Paulson is bullish in the financial sector, as evidenced by sizable new [...]
Posted by Davy Bui on February 1st, 2010 in Enlightened-American Portfolio
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 [...]
Posted by Davy Bui on September 10th, 2009 in Investment Strategies, Worth Reading (links to articles, etc.)
Today’s Wall Street Journal has no less than three articles spotlighting gold’s brief ascent to the $1,000 level. More accurately, the three articles explicitly and implicitly suggest investors stay away from the yellow metal:
Taking Down the Golden Barrickades [$]
Gold Loses Barrick Benefit — After a Buying Spree, Firm Ends Its Hedging Program [$]
Technically Speaking: Golden Eggs: [...]
Posted by Davy Bui on September 1st, 2009 in Enlightened-American Portfolio, Investment Strategies, Market Commentary
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 [...]
Posted by Davy Bui on February 3rd, 2009 in Gurus, Pundits, Worth Reading (links to articles, etc.)
Today’s Financial Times features an amusing John Dizard piece which captures much of my sentiment on gold, a sentiment that can be summed up as intensely pragmatic and completely unimpressed with any supposed intrinsic value the metal may contain.
After poking a little at gold bugs, Dizard makes the immensely sensible recommendation to hold off on [...]
Posted by Davy Bui on February 1st, 2009 in Enlightened-American Portfolio, Market Commentary
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: +2.5% YTD (including dividends)
DJIA: -8.8%
Nasdaq: -6.4%
S&P 500: -8.6%
DJ WIlshire 5000: -8.3%
Russell 2000 (smallcap): -11.2%
For the first time since I started this website, my posted portfolio shows higher returns [...]