YTD Portfolio Results & Market Commentary

THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: +7.2% through August 1st, 2011 (my actual IRR, including cash balance) DJIA: +4.8% Nasdaq: +3.5% S&P 500: +2.3% DJ Wilshire 5000: +2.2% Russell 2000 (smallcap): +1.2% I must admit some pleasure at walking away from the portfolio for a month only to return to YTD results showing us outperforming [...]

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Tracking 2011 Q1 Moves by Seth Klarman and Bruce Berkowitz

Being a value investor, I always take great interest to see what long-established value gurus like Seth Klarman and Bruce Berkowitz are doing with their portfolios. While 13F-HR filings are incomplete snapshots at best as they detail no information on bonds, foreign stocks and other esoteric asset classes, some insight may still be gleaned from [...]

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Big Pharma Primes The Pump

Consider this article in the Wall Street Journal on increased prescription drug prices last year, despite the “Great Recession.” Obviously, the drug makers are trying to get their licks in now before the health care overhaul takes effect, despite transparent denials by their various spokespeople. This serves as yet another example of the difficulty of [...]

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123rd Edition of The Festival of Stocks

Welcome to the january 12th, 2009 edition of the Festival of Stocks, hosted this week by the Enlightened American site.  Below, you’ll find a selection of posts covering a wide array of topics in investing and personal finance.  You can find more information on the Festival of Stocks here. More on this topic (What's this?) [...]


Portfolio Performance: -13.6% YTD through Oct 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: -13.6% YTD (including dividends) DJIA: -29.7% Nasdaq: -35.1% S&P 500: -34.0% DJ WIlshire 5000: -34.1% Russell 2000 (smallcap): -29.8% Ten months through the year and all I [...]


2008 Q2 Portfolio Holdings: Bruce Berkowitz, Bob Rodriguez & Mohnish Pabrai

In their 13F-HR filing for Q2 2008, Bruce Berkowitz and his cohorts at the Fairholme Fund continue their shift from energy into healthcare: