Not Much Action

With markets generally rising after a very brief, small drop last week, there hasn’t been much buying on my end. Some gold stocks have dropped a little & are starting to look attractive. In the meantime, I continue to do screening and research, most of which is published on Seeking Alpha: Can GE Help Chesapeake [...]

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Portfolio Review: Cautious Approach Struggles To Keep Pace With Market

THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: +7.3% in 2012 (my actual IRR, including cash balance) Dow Jones Industrial Average:+6.1% Nasdaq: +13.3% S&P 500: +8.5% DJ Wilshire 5000: +9.1% Russell 2000: +8.5% As I have often mentioned, my primary investment objectives are to outperform in down markets and keep within shouting distance during up years. 2012 [...]

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