Monthly Archives: December 2017

A Rapidly Heating Economic Cycle Should be Evident in 2018. Is a Late Cycle Bubble Forming?

The global large cap account closed out fiscal 2017 with a unit value NAV of $206.39. This compares to the unit value NAV of $149.76 at the end of 2016. The net return earned, after all fees and expenses, was

Posted in Open Blog

Global Large Cap Portfolio Return of 37.8% for Fiscal Year Ended 31/12/2017.

The Global Large account closed out the year ended December 31st, 2017 with a Net Asset Value per share (NAV) of $206.39. At the close of 2016, the portfolio share price was $149.76. The return of 37.8% represents the largest

Posted in Portfolio Model Subscription

Active Fund Managers Outperform Late in Cycle and During Bear Markets.

https://finance.yahoo.com/news/active-fund-managers-best-year-since-2009-192740137.html

Posted in Open Blog

US Tax Reform Legislation Appears Significantly Accretive to S&P 500 Corporate Earnings for 2018.

https://www.reuters.com/article/us-usa-tax-stocks/banks-healthcare-service-firms-among-winners-from-u-s-tax-bill-idUSKBN1ED2Q9?feedType=nl&feedName=usdai&utm_source=Sailthru&utm_medium=email&utm_campaign=US%20Daily%20Investor%20Update%20-%20Subject%20Line%20Test%202017-12-19&utm_term=US%20Daily%20Investor%20Update%20%28Segment%20B%29

Posted in Open Blog

Global Large Cap Account Unit Value Surpassed the $200 NAV Mark.

The Global Large Cap Account Unit Value, on the strength of the Costco holding, surpassed a unit value of $200 earlier this week. Congratulations to all unit holders.

Posted in Portfolio Model Subscription