Posted by Davy Bui on September 1st, 2009 in Enlightened-American Portfolio, Investment Strategies, Market Commentary
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 [...]
Posted by Davy Bui on May 4th, 2009 in Enlightened-American Portfolio, Market Commentary
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 [...]
Posted by Davy Bui on April 2nd, 2009 in Enlightened-American Portfolio, Market Commentary
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 [...]
Posted by Davy Bui on March 4th, 2009 in Enlightened-American Portfolio, Market Commentary
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 [...]
Posted by Davy Bui on February 25th, 2009 in Enlightened-American Portfolio, Stock Research
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 [...]
Posted by Davy Bui on February 23rd, 2009 in Enlightened-American Portfolio, Stock Research
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 [...]
