So Much For Scary September

So much for scary September. With stocks rallying near the year’s highs, our watchlist count dropped to the lowest number in a few months. A bit discouraging for bargain hunters but there are perhaps some signs the markets are getting close to something approaching normal. For much of the last 2-3 years, stocks seemed to [...]

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Portfolio Overview: The Cruelest Months Ahead?

THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: +1.0% through August, 2010 (my actual IRR, including cash balance) DJIA: -4.0% Nasdaq: -6.8% S&P 500: -5.9% DJ Wilshire 5000: -4.9% Russell 2000 (smallcap): -5.0% Emblematic of much of the year’s trading, our portfolio managed to eke a positive gain for the month even as the major indices lost [...]

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