Yearly Archives: 2018

Portfolio Return of 4.2% for the 1st Quarter Ended 03/31/2018.

The large cap global portfolio closed out the first quarter of 2018 with an NAV of $215.14 USD. This compares to the NAV of $206.39 at the close of the prior quarter and results in a first quarter return of

Posted in Portfolio Model Subscription

HNA Infrastructure Company Ltd (0357-HKSE, $8.31) Reports a 19.9% Increase in Revenues for 2017.

In 2017, HNA reported total passenger traffic at the Haikou Meilan Airport of 22.56 million persons. The 2017 passenger throughput grew by 20.11% as compared to 2016. Net earnings grew by 22.9% in 2017 and EPS was reported at $.162

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Rising Interest Rates, Wage Hikes and Corporate Write-Downs are Eating up Trump Tax Cuts for 2018.

After an almost decade long economic expansion, the emergence of liquidity fueled inflation has started to make its presence felt upon the global economy. There is just far too much money sloshing around the planet and it is being used

Posted in Portfolio Model Subscription

China Considering Legalizing Gambling in Hainan Province.

http://www.straitstimes.com/asia/east-asia/china-plans-to-allow-gambling-on-hainan-island https://www.bloomberg.com/gadfly/articles/2018-02-02/macau-s-no-sucker-in-china-s-hainan-gambling-experiment https://jingtravel.com/reports-indicate-china-may-legalize-gambling-on-hainan-island/ China is said to mull legal gambling on Hainan in key shift

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Morningstar Announces 2017 Domestic and International Fund Nominees for “Fund Manager of the Year”.

http://news.morningstar.com/articlenet/article.aspx?id=842827 http://news.morningstar.com/articlenet/article.aspx?id=843493 The large cap model portfolio managed by this author outperformed six of the seven candidate funds noted. Vanguard International Growth (VWIGX) outperformed the Gnostic accounts, in terms of return, for 2017.

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