ValuEngine Aggressive Strategy

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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:
2019 December   2.95%
2019 November   -0.18%
2019 October   4.32%
2019 September   0.56%
2019 August   4.61%
2019 July   -0.06%
2019 June   6.18%
2019 May   -6.62%
2019 April   0.94%
2019 March   2.53%
2019 February   2.19%
2019 January   7.25%

*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. The back tested performance information presented within these materials represents back tested performance results assuming the investment program, ValuEngine Diversified, was in effect from January 2009 through January 2016. ValuEngine Capital Management did not offer Diversified as an investment strategy until January 21, 2016. Back-tested performance results are provided solely for informational purposes and are not to be considered as investment advice. Back-tested performance results are hypothetical, prepared with the benefit of hindsight, and have inherent limitations as to their use and relevance. For example, they ignore certain factors such as trade timing, security liquidity, and the fact that economic and market conditions in the future may differ significantly from those in the past. Traded returns presented are based on client managed account performance and are net of management fees and trading commissions. Back-tested returns are gross of fees. Past performance is no indication or guarantee of future results. Please see disclosures for additional details.