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%
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: +9.6% YTD (including dividends)
DJIA: -14.2%
Nasdaq: -12.3%
S&P 500: -13.7%
DJ WIlshire 5000: -12.6%
Reuters 2000 (smallcap): -6.7%
Due to the commodities correction currently underway, the portfolio performance has dropped considerably from +18.4% [...]
A few weeks ago, a reader asked me about my current thoughts on Telecom New Zealand (NZT), which, as of 07/01/2008, was down 16.5% since I bought it last year. The blog’s hacking sidetracked me a bit and also, I’ve been “rolling” NZT and its future prospects in my head for a while. [...]
Here is the research from the old website. Any updates can be found on the this blog and will not be reflected on these older web pages.
ENLIGHTENED-AMERICAN PORTFOLIO PICKS
Agnico-Eagle Mines - (AEM-US) - updated 10/28/2007
Chesapeake Energy - (CHK-US) - updated 11/18/2007
Devon Energy Research Report - (DVN-US) - updated 02/12/2008
Elements ETN linked to the [...]
You can find the report here on the Enlightened-American site. If you have any questions or comments, please leave a comment on this blog or send me an email.
NZT is not the most exciting pick in our portfolio but the solid dividend combined with the inherent competitive market protection afforded by the small scale [...]
I will post the report for this company next week on the website (http://www.enlightened-american.com).
Regulatory uncertainty is depressing the stock price but the diminutive New Zealand economy affords a moat to NZT, creating an attractive opportunity to diversify out of the US$.
