ValuEngine Capital Management LLC (VECM) is a Registered Investment Advisor (RIA) that invests based on the proprietary, quantitative research of ValuEngine Inc.
ValuEngine Inc. is a stock valuation and forecasting service founded by University academics working in tandem with trading professionals in 1996. ValuEngine utilizes the most advanced quantitative techniques and analysis available. ValuEngine provides research to a variety of institutional leaders to include: Fidelity Brokerage Services, Refinitive, Factset, S&P, Bloomberg, Interactive Brokers, Markit, Hedge Funds, and many more. Learn More about ValuEngine Inc.
A great way to learn more about the research provided by ValuEngine, and traded by VECM, is to sign up for ValuEngine’s weekly blog HERE.
VECM works with each individual client to formulate a specific plan based on risk/return needs. Funds are allocated differently across VECM portfolios and more traditional investments to achieve an appropriate risk/return profile for each client. As markets change, VECM updates allocations to each portfolio and other investments held. Let VECM constantly monitor the markets for you and respond accordingly. Work hard, go on vacation, spend time with the family, or retire. VECM will handle the day to day.
VECM Portfolio Performance 2020
VE View 56%
VE Aggressive 48%
VE Diversified 17%
VE Reit 16%
VE Conservative 6%
All costs deducted: Management fees, trading costs.
Click Learn More links for each portfolio description to see more detailed performance.
The ValuEngine View Strategy is the product of a sophisticated stock valuation model that was first developed by ValuEngine’s academic research team. It utilizes a three-factor approach: fundamental variables such as a company’s trailing 12-month Earnings-Per-Share (EPS), the analyst consensus estimate of the company’s future 12-month EPS, and the 30-year Treasury yield are all used to create a more accurate reflection of a company’s fair value. A total of eleven additional firm-specific variables are also used. The ValuEngine View portfolio is constructed by integrating this model along with some basic rules for market capitalization and industry diversification. The View strategy is aggressive in its overall risk profile.
The ValuEngine Aggressive Strategy invests in a variety of asset classes in order to provide investors with a higher return. The ValuEngine Aggressive Strategy mainly focuses on Stocks, but ETFs focused on commodities, stock indices, REITS, bonds, emerging markets, and other suitable products are not excluded and can from time to time appear in the portfolio. While ValuEngine research models are utilized extensively to find potential investments, this portfolio is under the direct management of ValuEngine Capital Financial Advisors. Each position is vetted individually and so unlike the other ValuEngine Capital portfolios, this strategy is not strictly quantitative. The ValuEngine Aggressive Strategy is designed for investors seeking higher returns and have a higher tolerance for risk.
The ValuEngine Diversified Strategy invests in a variety of asset classes to provide investors with stable returns and a high- dividend yield. This strategy primarily allocates across the S&P500 index, Bonds, and specific sector groups through the use of ETF’s (Exchange Traded Funds). Individual stocks are also used, typically with strong dividend payments. It is a general, all purpose portfolio with risk approximately equal to the S&P 500 index.
The ValuEngine REIT Strategy invests in REITs (Real Estate Investment Trusts) of all types in order to provide exposure to real estate markets. REITs are a great way for investors to get exposure to real estate without holding and managing actual properties. They trade like stocks and pay dividends in addition to the potential returns from price increases. There are several types of REITs that investors can purchase. The VE REIT portfolio selects stocks from four equity trust industries (Retail, Residencial, Mortgage Trust and Other) based on ValuEngine proprietary caluculated forecast returns. REITS historically have offered strong returns through both relatively high dividend payments and stock price appreciation.
The ValuEngine (VE) Conservative Strategy invests in a variety of asset classes in order to provide investors with a more stable, less risky return. The strategy can contain stocks, ETF’s, mutual funds, bonds, treasuries, and other investments when appropriate. While VE research is utilized extensively to find potential investments and indicate when to utilize this more conservative strategy over other more aggressive strategies, this portfolio is under the direct management of VECM Financial Advisors. Each position is vetted individually and so unlike other VECM portfolios, this strategy is not strictly quantitative. The Conservative Strategy is designed for investors seeking lower risk and more stable returns than the general market. However, it is also used for more aggressive investors to place funds when markets are over bought to reduce drawdowns.