Monthly Archives: January 2017

The Trump Presidency: Investment Implications for American and Global Investment Portfolios.

In a few short weeks, a new US president intends to set a juggernaut of an economy on a new course. President-elect Trump’s expressed goal is for the United States to reassert American economic dominance. His view is that economic

Posted in Open Blog

Portfolio Return of 3.4% USD for the Fiscal Year Ended 2016

The model large cap global growth portfolio generated a return of 3.4% and closed out the year with a value of $149.76 USD. For 2016, the DJIA returned 13%, the NASDAQ returned 7.5% and the S&P 500 grew by 9.5%.

Posted in Portfolio Model Subscription