Solid Gains In 2011 But GE & AMAT Good Bets For Future

THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET

  • Enlightened-American Portfolio: +9.5% through Nov 30, 2011 (my actual IRR, including cash balance)
  • Dow Jones Industrial Average:+4.0%
  • Nasdaq: -1.2%
  • S&P 500: -0.9%
  • DJ Wilshire 5000: -1.9%
  • Russell 2000 (smallcap): -5.9%

New adds to the portfolio included Applied Materials and rolling over the Telefonica naked puts. Also added to my GE position. More commentary to follow.

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