Monthly Archives: April 2022

Itafos (MBCF-OTC,$2.90 US) is an Interesting Business. It Seems a Shame not to Qualify for Inclusion in the Gnostic Portfolio, due to Cap Weight Restrictions.

As I continue to flesh out farmland purchases, my working knowledge of agricultural chemicals (better living through organic chemistry) requires a refresher. I am primarily a landholder rather than an active farmer; my fields are rented out to tenants who

Posted in Portfolio Model Subscription

Gnostic Capital Large Cap Global Portfolio Return for the Quarter Ended 03/31/2022.

The first quarter of 2022 proved to be eventful for large cap investors of all stripes, both active and passive. For Q1, 2022, the Dow Jones Industrial Average declined by 4.4%. The S&P 500 fell by 4.7% on the quarter.

Posted in Portfolio Model Subscription
Recent Comments