Yearly Archives: 2021

UnitedHealth Group (UNH-NYSE, $359.27) Buys Change HealthCare. The Optum Division of UNH May Soon Represent up to $120 Billion of Aggregate Market Value.

Optum may generate as much as $2.9 billion of earnings for UNH in 2021. Change Healthcare is forecast to produce an additional $500 million of earnings post purchase as the debts will be either paid off or refinanced at UNH

Posted in Portfolio Model Subscription

The Transitive Property of Idolatry.

In a historic debate, the Roman statesman Cicero was the first to publicly postulate, outside the sphere of mathematics, the transitive property that states if variable a = b and variable b = c, then variable a must equal c.

Posted in Open Blog

Gnostic Large Cap Global Portfolio Return of 44.5% for the Fiscal Year ended 12/31/2020.

Most investors gauge success or failure of their portfolio appraised against conventional equity benchmarks. Historically, I have also reported returns and compared those returns against the conventional benchmarks. In 2020, The DJIA returned 6.9%, the S%P 500 grew by 16.1%

Posted in Portfolio Model Subscription
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