Portfolio Performance: -18.1% YTD thru Nov 2008

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: -18.1% YTD (including dividends) DJIA: -33.4% Nasdaq: -42.1% S&P 500: -39.0% DJ WIlshire 5000: -39.6% Russell 2000 (smallcap): -38.2% The portfolio sagged ever lower, finishing November down [...]

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Portfolio Performance: +9.6% YTD through July 2008

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, [...]

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Review of Current Losing Positions

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. But judging [...]

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SK Telecom In Holding Pattern For Now

Q1 2008 results (all results KRW unless noted): The company did not release cash flow figures, only the income statement & balance sheet figures. However, they did show a 60% capex reduction to 278M KRW which should improve free cash flow. The balance sheet was mostly stable, with the exception of a huge bump up [...]

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It’s Official – The Commodities Bubble Has Popped!

I heard it on TV so it must be true. All kidding aside, the last two days have been absolutely brutal for the commodities side of our portfolio and today, the energy stocks also got whacked. And I don’t know about you folks but I haven’t reached that zen, Buffett-like state where falling prices don’t [...]

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Stock Research

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 [...]

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