Strategies

ValuEngine Capital (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.

ValuEngine Diversified

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). It is a general, all purpose portfolio.

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ValuEngine REIT

The ValuEngine REIT Strategy invests in REITS (Real Estate Investment Trusts) of all types in order to provide exposure to real estate markets (both residential and commercial).  REITS historically have offered strong returns through both relatively high dividend payments and stock price appreciation.

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ValuEngine Aggressive

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.

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ValuEngine View

The ValuEngine View Strategy is the product of a sophisticated stock valuation model that was first developed by ValuEngine’s academic research team. The View is a fairly aggressive stock strategy.

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ValuEngine Conservative

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 ValuEngine Capital Financial Advisors.  Each position is vetted individually and so unlike the other ValuEngine Capital portfolios, this strategy is not strictly quantitative. The Conservative Strategy is designed for investors seeking lower risk in exchange for lower returns. However, it is also used for more aggressive investors to place funds when markets are over bought and ready for a decline to reduce drawdowns.

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