ValuEngine Aggressive Strategy

Please Contact Us if you are interested in the ValuEngine Aggressive Strategy.

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.

Actual Traded Performance includes trading costs and management fees already deducted.

Traded Returns*  (Inception Date 1/01/2018)

Annual Returns:
2019   26.77%
2018   -8.57%

Current Year Monthly Returns:
2020 August 6.14%
2020 July 5.20%
2020 June 8.46%
2020 May 10.21%
2020 April 16.49%
2020 March -13.19%
2020 February -11.38%
2020 January 4.00%

*The information presented herein is for informational purposes only about ValuEngine Capital Management’s investment strategy and is not intended as a solicitation to invest. Traded returns presented are based on client managed account performance and include all management fees and trading commissions. Past performance is no indication or guarantee of future results. Please see disclosures for additional details.