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. [...]

No Comments

Portfolio Up +2.5% YTD 2009 and the View Ahead

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: +2.5% YTD (including dividends) DJIA: -8.8% Nasdaq: -6.4% S&P 500: -8.6% DJ WIlshire 5000: -8.3% Russell 2000 (smallcap): -11.2% For the first time since I started [...]

1 Comment

Exited Nam Tai Position

I’ve noticed a few web searches hitting my site for Nam Tai Electronics (NTE) so here’s a heads-up that I sold NTE near the beginning of January @ $6.23.  The portfolio spreadsheet will be updated accordingly at the end of the month. Here’s my previously unpublished notes on NTE’s last earnings release (when it was [...]

No Comments

Portfolio Performance: -0.4% YTD through September 2008

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: -0.4% YTD (including dividends) DJIA: -18.2% Nasdaq: -21.5% S&P 500: -20.7% DJ WIlshire 5000: -20.0% Reuters 2000 (smallcap): -11.3%

2 Comments

-->