Posted by Davy Bui on November 3rd, 2008 in Enlightened-American Portfolio, Gurus, 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: -13.6% YTD (including dividends)
DJIA: -29.7%
Nasdaq: -35.1%
S&P 500: -34.0%
DJ WIlshire 5000: -34.1%
Russell 2000 (smallcap): -29.8%
Ten months through the year and all I have to hang my hat on is relative [...]
Posted by Davy Bui on August 19th, 2008 in Gurus, Pro's Picks
In their 13F-HR filing for Q2 2008, Bruce Berkowitz and his cohorts at the Fairholme Fund continue their shift from energy into healthcare:
Posted by Davy Bui on May 16th, 2008 in Gurus
Bruce Berkowitz and his team at Fairholme have been keeping busy with several new additions. Quick thoughts:
I am not sure if my scripts are handling the options correctly but since the options have the same CUSPID as the underlying stock, it is hard to tell which options the manager(s) are holding. Berkowitz has [...]
Posted by Davy Bui on November 17th, 2007 in Enlightened-American Portfolio, Stock Research
Now that the portfolio page is updated, I can mention that I sold Johnson & Johnson (JNJ) earlier this month (check the portfolio page for details). We made a small gain on it but mostly it was a portfolio allocation and strategy issue.
My girlfriend actually made the call to sell (I do all of [...]
