Yearly Archives: 2015

Large Cap Account Return of 3.9% in Q1, 2015.

The large cap account generated a return, net of fees, of 3.88% for the quarter ended March 31st, 2015. This represents a value of $13.525 million.

Posted in Portfolio Model Subscription

Novo Nordisk (NVO-NYSE, $47.12) Successfully Demonstrates Oral GLP1 Efficacy.

Novo Nordisk, a long held position within the model portfolio, today announced phase 2 test results on its new oral diabetes medication. http://news.investors.com/022015-740166-novo-nordisk-lauds-phase-two-trial-for-diabetes-drug.htm?ven=yahoocp&src=aurlled&ven=yahoo There are potential breakthrough implications that one can glean from this result. Until now, the newest and

Posted in Portfolio Model Subscription

American Express (AXP-NYSE,$78.04) losing business to Mastercard (MA-NYSE, $87.14) and Visa (V-NYSE, $269.63) allies.

In recent weeks, American Express has announced that the Costco processing and co-brand partnership will end in 2016. The implication is that either MasterCard (MA-NYSE, $87.14) via its issuing partners, or Visa, through its issuing partners, will assume the contract

Posted in Portfolio Model Subscription

2015: a Year of Opportunity for the Non-Cyclical Investor?

Against a backdrop of the solid returns earned in 2014 by major American indexes and after reviewing a host of positive views issued by CEOS of multinational firms, with respect to the apparent health of their charges, it might be

Posted in Portfolio Model Subscription

Portfolio Return for 2014

The Gnostic Capital Large Cap International Portfolio generated a return of 10.93%, net of all fees and expenses, for the fiscal year ended December 31, 2014. $1 million invested in the portfolio, at inception date of 07/08/2000 has grown to

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