Portfolio +23.7% Through August 2009

View the spreadsheet containing all disclosures for my complete equity portfolio, including initial entry points, YTD returns, total returns, etc. through August 31, 2009.
THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET

Enlightened-American Portfolio: +23.7% YTD (my actual IRR, which lags the equal-weighted returns)
DJIA: +8.2%
Nasdaq: +27.4%
S&P 500: +13.0%
DJ WIlshire 5000: +15.4%
Russell 2000 (smallcap): +14.5%

The popular monthly portfolio overview and market outlook [...]

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Portfolio Performance +6.8% Through April 2009

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: +6.8% YTD (including dividends)
DJIA: -6.9%
Nasdaq: +8.9%
S&P 500: -3.4%
DJ WIlshire 5000: -1.4%
Russell 2000 (smallcap): -2.4%

I have been lax as of late in more ways than one, which I will [...]

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Portfolio Performance +5.2% Through March 2009

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: +5.2% YTD (including dividends)
DJIA: -13.3%
Nasdaq: -3.1%
S&P 500: -11.7%
DJ WIlshire 5000: -8.9%
Russell 2000 (smallcap): -15.4%

The stock market enjoyed a strong rally in March and while I gained a few [...]

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Portfolio Performance +2.1% Through February 2009

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: +2.1% YTD (including dividends)
DJIA: -19.5%
Nasdaq: -12.6%
S&P 500: -18.6%
DJ WIlshire 5000: -17.8%
Russell 2000 (smallcap): -22.1%

Again this month, my posted portfolio shows higher returns than my actual portfolio. My real-money [...]

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Penn West Energy Q4 2008 Update

All figures CAD$ unless noted:

Operating cash flow held up in the fourth quarter, dropping only 2% from Q3 to $602M. Funds flow from operations (FFO) fell 26% on a sequential basis to $490M, due to changes in working capital. The standardized distributable cash ratio (basically the ability to cover distributons from free cash flow) remains [...]

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Quick Update On Chesapeake Energy

Chesapeake Energy (CHK) reported earnings last week. The company didn’t have a complete set of financial statements but I direct readers to the company’s website for a closer look at the numbers or Zman’s excellent numbers breakdown at his blog. I will be focusing on the prospects for this investment.
Key takeaways from the earnings release [...]

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