Posted by Davy Bui on March 4th, 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: +2.1% YTD (including dividends)
DJIA: -19.5%
Nasdaq: -12.6%
S&P 500: -18.6%
DJ WIlshire 5000: -17.8%
Russell 2000 (smallcap): -22.1%
Again this month, my posted portfolio shows higher returns than my actual portfolio. My real-money [...]
Posted by Davy Bui on January 14th, 2009 in Gurus, Investment Strategies
Painful as it was, 2008 was an invaluable learning experience. That may be a gross understatement. The investment turbulence of 2008 may have been a formative experience — one of those events that truly molds people and perspectives for a lifetime. That I managed to only lose -15% vs. a 39% drop in the S&P [...]
Posted by Davy Bui on December 5th, 2008 in Enlightened-American Portfolio, Stock Research
See part 1 (Freeport McMoran FCX) here.
Northgate Minerals also had a rough Q3:
Gold production of 64.6k oz au fell 28% below projections. Copper production @ 9.2M lbs was 41.3% lower than forecasted a quarter earlier. While their flagship Kemess mine was the main culprit due to some operational issues (now resolved), all three mines performed [...]
Posted by Davy Bui on December 4th, 2008 in Enlightened-American Portfolio, Stock Research
Beware to those who ignore historical market cylicality. I made two late-cycle investments in stocks heavily associated with copper and am paying for it now. While I hardly bought in at the top, being early doesn’t feel much different from being wrong. Unlike my previous blow-up with American Capital (ACAS), I do not believe the [...]
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 [...]
