The large cap global portfolio closed out the quarter with a net asset value of $229.38 USD per share. This compares to a value of $215.14 at the end of March 2018 and $206.39 at the end of 2017. The…
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Portfolio Return of 6.6% for the Quarter Ended June 30th, 2018.
Posted in Portfolio Model Subscription
A Growing Sino-American Trade war has Limited Impact on This Sector.
News of the American determination to block Chinese foreign investment in key American sectors and companies will, to be sure, provoke a further response from the government of China. Should tensions escalate further, the logical Chinese actions will be to…
Posted in Portfolio Model Subscription
Adyen IPO Supports Valuation for Paypal Holdings (PYPL-$85.89, NASD).
The hotly anticipated European IPO for Adyen, an online payments processor with some major contracts including Nexflix, Uber and soon, Ebay; that public offering was successful. Presently, Adyen has a market cap well in excess of $14 billion. Such a…
Posted in Portfolio Model Subscription
Adyen NV (ADYEN-NX, 438 EU) Added to Large Cap Portfolio.
This payment processor acts as a competitor to Paypal and has a current market cap in excess of $15 billion Euro.
Posted in Portfolio Model Subscription
Large Cap Portfolio NAV surpasses $225 per share on May 31st, 2018.
The portfolio closed out May with a unit value of $225.25 per share.
Posted in Portfolio Model Subscription