Gurufocus.com is a site dedicated to delving into professional money managers’ every real-time portfolio move. I know that my 13-F posts are among the most popular for my blog so readers may find the services at gurufocus.com useful as well. I took the opportunity to run one of their premium screens, the Benjamin Graham Net [...]
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 [...]
I’ve noticed a few web searches hitting my site for Nam Tai Electronics (NTE) so here’s a heads-up that I sold NTE near the beginning of January @ $6.23. The portfolio spreadsheet will be updated accordingly at the end of the month. Here’s my previously unpublished notes on NTE’s last earnings release (when it was [...]
Part 1 – Overview (below) Part 2 – Risks & Upside Part 3 – Valuation & Assessment More on this topic (What's this?) Nam Tai (NTE): Cash-rich trade (Blogging Stocks, 3/28/09) Read more on Nam Tai Electronics at Wikinvest
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: -0.4% YTD (including dividends) DJIA: -18.2% Nasdaq: -21.5% S&P 500: -20.7% DJ WIlshire 5000: -20.0% Reuters 2000 (smallcap): -11.3%
