Monthly Archives: January 2019

UnitedHealth Group (UNH-NYSE, $248.10): Adding to Positition on Earnings Beat.

The portfolio is increasing the weighting in UNH by 20%, based upon stronger than anticipated earnings. High levels of US employment represent a tailwind for any healthcare provider and UNH has the largest market share of any listed company in

Posted in Portfolio Model Subscription

A 2018 Global Portfolio Return of 4.3%, in an Awful Year for Equities.

For 2018, the global large cap portfolio closed out the year with a Net Asset Value of $215.28 USD per share. This compares to the 2017 year end value of $206.39 per share and produces a return, net of fees

Posted in Open Blog