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 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 [...]
With gold hovering over $1,000 per ounce, now seems a good time to check in on two gold mining stocks I hold in my portfolio, Minefinders (MFN) and Yamana Gold (AUY). Long-time readers will know that I have been writing call options all year long on these two stocks, to good profit. With the recent [...]
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: +5.2% YTD (including dividends)
DJIA: -13.3%
Nasdaq: -3.1%
S&P 500: -11.7%
DJ WIlshire 5000: -8.9%
Russell 2000 (smallcap): -15.4%
The stock market enjoyed a strong rally in March and while I gained a few [...]
What else could explain the 11% pop in ACAS, bigger than most other financials today?
Well, besides Wheaties, perhaps the pending “new” rules on naked short-selling might also have something to do with it. It’s interesting to see another position, Minefinders (MFN), up 16% today as that stock allegedly has a big naked short position according [...]
