Gold & Oil Stocks Weighing Down Portfolio

THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: +7.5% in 2012 (my actual IRR, including cash balance) Dow Jones Industrial Average:+8.6% Nasdaq: +19.8% S&P 500: +12.8% DJ Wilshire 5000: +13.4% Russell 2000: +13.3% With the exception of the Dow, the major indices are doubling my YTD returns (tripling in the case of the NASDAQ).  Not only is [...]