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…
Monthly Archives: December 2017
A Rapidly Heating Economic Cycle Should be Evident in 2018. Is a Late Cycle Bubble Forming?
Posted in Uncategorized
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
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 Portfolio Model Subscription
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
Costco (COST-NASD, $192.73) Quarterly Revenues Increased 13.3% YOY.
FX tailwinds aided year over year comps. Additionally, the Black Friday and holiday weekend sales fell into the quarter that recently ended. Nevertheless, sales appeared to be accelerating as the quarter progressed. https://www.sec.gov/Archives/edgar/data/909832/000119312517369704/d493088dex991.htm
Posted in Portfolio Model Subscription